Senior Accountant- Shareholder Services

MidFirst Bank; Oklahoma City (OK); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

MidFirst Bank is seeking a detail-oriented accounting professional for Shareholder Services to support accounting and reporting, prepare journal entries, reconcile ledgers, and help implement new reporting systems. This role emphasizes accuracy, discretion, and proactive problem-solving within a collaborative team environment.

The ideal candidate will have 3+ years in accounting or finance, strong Excel and reporting tool experience, and preference for Sage Intacct, with willingness to

Formación

• 3+ years accounting or finance experience
• Advanced Microsoft Excel skills (3+ years)
• Experience with PowerBI or other reporting tools
• Experience with Sage Intacct preferred
• Oklahoma resident or eligible to work in OK

Responsabilidades

• Maintain and reconcile general ledger accounts; prepare journal entries and perform other accounting duties as required
• Prepare and analyze financial reporting on a recurring basis and as requested
• Produce summary analysis on accounting data
• Develop, maintain, and analyze financial reporting templates and data using Excel, PowerBI, and other reporting tools
• Verify accuracy of reports and data, to include data and account reconciliations
• Assist with managing reporting schedules and processes
• Assist with as needed projects to improve process efficiency and performance
• Other responsibilities as assigned

Conocimientos

Accounting

Finance knowledge

Analytical thinking

Problem solving

Communication skills

Discretion

Educación

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

GPA 3.25+

CPA eligible

Herramientas

Microsoft Excel

PowerBI

Sage Intacct

Reporting tools

Descripción del empleo

In this role with Shareholder Services, you will support a broad range of operations through recurring and as-needed accounting and reporting responsibilities. You will prepare journal entries and complex general ledger reconciliations, produce and analyze financial reports, research data, and assist with implementing new systems and migrating reporting data. You will also assist on projects as needed that improve reporting, automate processes, and strengthen overall efficiency. The ideal candidate is a proactive individual with exceptional analytical and problem-solving skills, capable of upholding the highest standards of professionalism and discretion.

Key Responsibilities

• Maintain and reconcile general ledger accounts; prepare journal entries and perform other accounting duties as required.
• Prepare and analyze financial reporting on a recurring basis and as requested.
• Produce summary analysis on accounting data.
• Develop, maintain, and analyze financial reporting templates and data using Excel, PowerBI, and other reporting tools.
• Verify accuracy of reports and data, to include data and account reconciliations.
• Assist with managing reporting schedules and processes.
• Assist with as needed projects to improve process efficiency and performance.
• Other responsibilities as assigned.

Knowledge, Skills and Abilities

• Having working knowledge of accounting and finance, as well as an understanding of financial statements are foundations for this role.
• A strong understanding of process and financial risk and control
• Working knowledge of Microsoft Office products, with advanced knowledge of Microsoft Excel
• Familiarity with AI-powered tools, including Microsoft Copilot and generative AI solutions
• Analytical/critical thinking skills with a focus on technology, automation, and a mindset to actively pursue process improvement/ efficiency opportunities
• Strong communication skills, both written and verbal
• Highly organized with effective stress management skills
• Capable of managing multiple tasks with a strong sense of urgency in the completion of duties
• Ability to work independently and as part of a team
• High level of integrity and professionalism

Qualifications/Experience

• Accounting or Finance Experience: 3+ Years (minimum)
• Bachelor's Degree: Accounting or Finance (minimum GPA of 3.25)
• CPA (or CPA eligible)
• Microsoft Excel: Advanced knowledge with 3+ Years experience
• Experience with PowerBI or other reporting tools (preferred)
• Experience with Sage Intacct accounting software (preferred)

Only considering candidates in Oklahoma

Qualifications

Education

Required

Bachelors or better in Accounting or related field.

Bachelors or better in Finance or related field.

Experience

Required

3 years: Accounting or Finance Experience

3 years: Microsoft Excel: Advanced knowledge

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.