Senior Accounting Analyst

Jobtailor; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in Charlotte, NC seeks a skilled accounting professional to lead financial reporting and SEC-related activities. This role focuses on GU&I segment reporting, equity-method investments, and SOX controls.

You will develop explanations for results, prepare cash flows, and support investor relations data requests. Requirements include a Bachelor's in Accounting, 3+ years of relevant experience, and proficiency with PeopleSoft/OneStream and Microsoft Office.

Qualifications

• Bachelor’s degree with major in Accounting/Finance or related discipline
• Three (3) plus years of increasingly diverse or complex experience in related field in addition to degree
• Possesses and applies fundamental accounting and finance concepts, practices, and procedures
• Experience with financial applications (i.e., PeopleSoft, OneStream, etc.)
• Experience using Microsoft products such as Excel, Word and Power Point
• CPA or working toward CPA (desired)
• Advanced degree, preferably in Accounting (desired)
• Six (6) years or more of professional work related experience (desired)
• Previous experience in utility and regulatory accounting environment (desired)
• Effective written and oral communication and collaboration skills (desired)
• Advanced analytical and critical thinking skills, including data analytics (desired)
• Ability to work independently, manage competing priorities, and adhere to strict deadlines and schedules (desired)
• Ability to work in a team environment and foster good relationships with teammates and business partners (desired)
• Highly organized with attention to detail and ability to efficiently multi-task within tight deadlines (desired)
• Public accounting or auditing experience (desired).

Responsibilities

• Prepare GU&I segment reporting including the Financial Reporting Summary (FRS) and support
• Work with others to develop explanations of the GU&I results and drivers
• Perform accounting and reporting for GU&I segment Equity Method Investments including impairment assessments as needed
• Cash flow preparation
• Journal entry and account reconciliation preparation and review
• Assist with SOX documentation and control updates and monitoring
• Primary contact for SEC and other corporate reporting
• Coordination of data to support quarterly / annual Investor Relations presentations
• Provide review and support to other team members
• Assist with data requests from SEC reporting, internal and external auditors and other customers
• Prepare schedules used for SEC financials
• Prepare and review financial schedules that support internal and external reporting
• Provide accounting support as needed for non-routine transactions as well as large strategic initiatives
• Understand and maintain proper business and financial processes to ensure adherence to internal controls and policies
• Identify process improvements and assist in implementation to produce efficiencies at all stages of the accounting process

Skills

Financial Reporting

Cash Flow

Journal Entries

Account Reconciliation

Data Analytics

Excel

Education

Bachelor's Degree in Accounting

CPA (or CPA in progress)

Advanced Degree in Accounting

Tools

PeopleSoft

OneStream

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

• Prepare GU&I segment reporting including the Financial Reporting Summary (FRS) and support
• Work with others to develop explanations of the GU&I results and drivers
• Perform accounting and reporting for GU&I segment Equity Method Investments including impairment assessments as needed
• Cash flow preparation
• Journal entry and account reconciliation preparation and review
• Assist with SOX documentation and control updates and monitoring
• Primary contact for SEC and other corporate reporting
• Coordination of data to support quarterly / annual Investor Relations presentations
• Provide review and support to other team members
• Assist with data requests from SEC reporting, internal and external auditors and other customers
• Prepare schedules used for SEC financials
• Prepare and review financial schedules that support internal and external reporting
• Provide accounting support as needed for non-routine transactions as well as large strategic initiatives
• Understand and maintain proper business and financial processes to ensure adherence to internal controls and policies
• Identify process improvements and assist in implementation to produce efficiencies at all stages of the accounting process

Requirements

• Bachelor’s degree with major in Accounting/Finance or related discipline
• Three (3) plus years of increasingly diverse or complex experience in related field in addition to degree
• Possesses and applies fundamental accounting and finance concepts, practices, and procedures
• Experience with financial applications (i.e., PeopleSoft, OneStream, etc.)
• Experience using Microsoft products such as Excel, Word and Power Point
• CPA or working toward CPA (desired)
• Advanced degree, preferably in Accounting (desired)
• Six (6) years or more of professional work related experience (desired)
• Previous experience in utility and regulatory accounting environment (desired)
• Effective written and oral communication and collaboration skills (desired)
• Advanced analytical and critical thinking skills, including data analytics (desired)
• Ability to work independently, manage competing priorities, and adhere to strict deadlines and schedules (desired)
• Ability to work in a team environment and foster good relationships with teammates and business partners (desired)
• Highly organized with attention to detail and ability to efficiently multi-task within tight deadlines (desired)
• Public accounting or auditing experience (desired).

Core Competencies

Demonstrates expertise in Financial Reporting, Accounting Practices, and SEC Compliance, with a strong focus on data analysis and process improvement. Proficient in managing financial schedules and supporting internal controls while fostering collaboration within teams.

Highest-signal resume keywords

• Financial Reporting
• Accounting Practices
• SEC Compliance
• Data Analysis
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Accounting
• Financial Reporting
• Cash Flow Preparation
• Journal Entry Preparation
• Account Reconciliation
• Impairment Assessment
• Data Analytics
• Financial Applications

Soft Skills

• Effective Communication
• Collaboration
• Organizational Skills
• Attention to Detail
• Time Management

Certifications & Qualifications

• CPA
• Bachelor's Degree in Accounting
• Advanced Degree in Accounting

Industry Keywords

• Utility Accounting
• Regulatory Accounting
• SOX Documentation
• Internal Controls
• Public Accounting

Tools & Technologies

• PeopleSoft
• OneStream
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint