Accounting Team Lead - Drive Close, Compliance & Insights

Servbank, sb Inc.; Phoenix (AZ); On-site; USD 90,000 - 112,000; Full time

Job summary

Servbank is seeking an Accounting Team Lead to lead a growing Finance and Accounting team, ensuring accuracy and timeliness of journal entries, reconciliations, and financial reporting. The role emphasizes leadership by example, accountability, and professionalism in a banking environment.

You will support month-end close, prepare schedules, and collaborate with internal partners while maintaining internal controls and audit readiness.

Qualifications

• Strong understanding of GAAP and accounting controls.
• Advanced analytical and problem-solving skills with attention to detail.
• Ability to independently prioritize workload, meet deadlines, and manage multiple responsibilities.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and accounting software applications.
• Experience preparing account reconciliations, journal entries, and financial reporting schedules.
• Knowledge of banking operations, regulatory reporting, and financial institution accounting preferred.
• Ability to identify process improvement opportunities and contribute to operational efficiencies.

Responsibilities

• Lead by example, fostering a culture of accountability, collaboration, professionalism, and continuous improvement.
• Independently compile, analyze, and review financial information to prepare and record journal entries within the general ledger system, ensuring transactions are accurately documented and properly supported.
• Record, reconcile, and analyze the Bank's daily cash and investment activities, identifying variances and escalating concerns as appropriate.
• Prepare, review, and maintain account reconciliations, ensuring outstanding items are researched and resolved in a timely manner.
• Support the month-end and year-end close processes, including preparation and review of journal entries, reconciliations, schedules, and supporting documentation.
• Prepare a variety of daily, weekly, and monthly accounting schedules and reports with a high level of accuracy.
• Maintain and update departmental procedures, ensuring documentation remains current, accurate, and aligned with internal control requirements and standard procedure templates.
• Support internal and external audits by collecting, reviewing, validating, and organizing audit documentation and responding to auditor requests.
• Assist with the preparation and filing of regulatory reports, including but not limited to the FR 2900 Report, Call Report, and Y-9SP Report.
• Serve as a backup for the Accounts Payable function, including reviewing expense coding, processing vendor invoices and employee reimbursement requests, and ensuring compliance with company policies and procedures.
• Identify process inefficiencies and opportunities for improvement, recommend solutions, and support implementation of approved enhancements.
• Perform special projects, research assignments, and ad hoc financial analyses as requested by management.
• Collaborate effectively with internal departments and business partners to resolve accounting-related questions and issues.

Skills

GAAP knowledge

Analytical skills

Prioritization

Communication skills

Excel proficiency

Journal entries & reconciliations

Banking/regulatory reporting

Process improvement

Education

Bachelor's degree in Accounting/Finance

Job description

Servbank is seeking an Accounting Team Lead to lead a growing Finance and Accounting team, ensuring accuracy and timeliness of journal entries, reconciliations, and financial reporting. The role emphasizes leadership by example, accountability, and professionalism in a banking environment.

You will support month-end close, prepare schedules, and collaborate with internal partners while maintaining internal controls and audit readiness.