Hedge Accounting Ops Specialist — Tech-Driven Client Service

Chatham Financial; Kennett Square (Chester County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Life and disability insurance

401K

EAP

Paid holidays

Paid time off

Job summary

Chatham Financial is seeking a Hedge Accounting Operations Specialist to join the Accounting Operations team. You will support client hedging programs, ensuring accurate accounting, reporting, and efficient workflows across a portfolio of clients.

The role sits at the Associate level, with potential consideration for Analyst through Vice President based on experience. Colorado-based compensation ranges are discussed, with a broader potential for senior levels and total compensation depending on

Qualifications

• A bachelor's degree in accounting, finance, economics, business, or a related field is preferred.
• Experience in accounting, audit, finance, financial services, operations, derivatives, or a related field.
• Intellectual curiosity and interest in understanding financial markets, derivatives, and risk-management objectives.
• Strong analytical and problem-solving skills, including the ability to investigate unfamiliar or non-routine situations and determine appropriate next steps.
• Strong communication and interpersonal skills with the ability to collaborate effectively with clients and internal partners.
• Ability to manage multiple workflows, prioritize effectively, meet deadlines, and escalate questions or issues when needed.
• Interest in technology, automation, and opportunities to improve recurring processes and controls.
• Willingness to coach or develop colleagues and work across teams.

Responsibilities

• Own and support operational and accounting workflows for a portfolio of clients, with the level of ownership and complexity aligned to your experience and expertise.
• Develop a strong understanding of clients' hedging programs, connecting their business objectives and economic strategies with the resulting accounting, operational, and reporting requirements.
• Partner closely with advisors and other specialists as an integrated member of client coverage teams to support clients throughout the lifecycle of their hedging activity.
• Prepare and review trade documentation, trade setup, analyses, and client deliverables across a range of hedging strategies and derivative products.
• Develop expertise in ChathamDirect to process activity, troubleshoot issues, support client reporting, and apply knowledge from prior situations to new scenarios.
• Support and, as appropriate, lead month- and quarter-end reporting processes, including workflows requiring client- or program-specific knowledge.
• Investigate unexpected results and non-routine activity, applying judgment to determine appropriate next steps and when to engage additional subject matter experts.
• Communicate directly with clients regarding reporting, trade activity, ChathamDirect, and other operational matters, with the breadth and complexity of client interaction aligned to your experience and expertise.
• Coordinate across advisors and other Chatham teams to ensure the appropriate stakeholders are involved in complex or multi-step workflows.
• Follow and strengthen established procedures and controls, identify potential risks or recurring issues, and contribute to solutions that support accurate and timely client delivery.
• Identify opportunities to standardize, automate, or otherwise improve recurring processes and support the testing and implementation of technology enhancements.
• Share knowledge and best practices with colleagues and, based on experience, provide guidance and coaching to others as they develop their technical and operational capabilities.

Skills

Analytical thinking

Problem solving

Communication

Collaboration

Attention to detail

Ownership

Education

Bachelor's degree in accounting, finance, economics, business, or related field

Tools

ChathamDirect

Job description

Chatham Financial is seeking a Hedge Accounting Operations Specialist to join the Accounting Operations team. You will support client hedging programs, ensuring accurate accounting, reporting, and efficient workflows across a portfolio of clients.

The role sits at the Associate level, with potential consideration for Analyst through Vice President based on experience. Colorado-based compensation ranges are discussed, with a broader potential for senior levels and total compensation depending on