Sr Financial Analyst - Reporting at Baird (Milwaukee, WI)

| Milwaukee, WI
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The Finance Reporting team manages the monthly financial close process and the presentation and distribution of external and internal financial statements. The team prepares annual audited financial statements and disclosures and serves as the primary liaison between the firm and its outside corporate auditors. The team also prepares recurring and periodic regulatory reports filed with various governmental agencies and serves as the primary liaison between the firm and regulatory examiners from the SEC and FINRA. Reporting oversees the preparation and ongoing management of the firm's key accounting policies and monitors rule changes and/or new filing requirements. The team provides advisory services to Baird's businesses, Corporate Resource groups and has significant interaction with the other Finance teams on accounting and regulatory guidance surrounding new business initiatives and events, new products, and significant transactions.

The Senior Financial Analyst - Reporting is responsible for the accurate and timely recording and presentation of the work under their control. They review the work of analysts and provide assistance and guidance when necessary. The senior financial analyst reviews and is responsible for significant areas of the financial close, balance sheet reconciliations, internal reporting, internal client requests, along with ad hoc initiatives and improvement efforts.

As a Senior Financial Analyst - Reporting, you will:

  • Financial Close: Responsible for revenue recognition and related compensation accounting for assigned business unit segments in accordance with GAAP. This includes accurately evaluating when performance obligations are met, review of calculations, and reconciliations from financial analysts and reviewing appropriate accruals and other adjustments, reclassifications and journal vouchers

  • Internal Reporting & Analysis: Analyzes results and prepares key financial and business unit highlight materials. Assists in the preparation of the executive financial close package, leadership deck, dashboard presentation along with ad hoc requests such as new report creation based on leadership needs

  • Process & Controls: Assists with maintenance and updates of the department's written supervisory procedures. Responsible for supervising general ledger account reconciliations, preparing audit requests and evaluating and enhancing controls over financial reporting

  • Financial Systems: Interacts with the Finance Systems Team supporting the PeopleSoft application interfaces; helps oversee reporting layout development and updates; assists in the testing and implementation of system enhancements and upgrades

  • Audit/Regulatory/Tax: Assists in preparation of various audit, regulatory and tax requests that occur throughout the year and more heavily during year-end

  • Special Projects: Actively participates in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives.

  • Team Management/Development: Responsible for the management, development and hiring recommendations of interns. This includes recruitment and replacement, performance management, training and career guidance

What makes this opportunity great:
  • Track record of career progression, promoting growth and skill development,while learning our dynamic, ever-changing business
  • Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable
  • Fast paced and dynamic environment enabling you to grow as a professional
  • Team of associates passionate about achieving great results for clients and the firm while enjoying what we do including giving back to the communities where we live and work

What we look for:
  • Bachelor's degree in Accounting with a minimum of 3 years prior accounting experience
  • CPA licensed or meets requirements with desire to obtain license within 2 years is preferred
  • Ability to become Series 7 or 99 licensed within 120 days of employment
  • Attention to detail, accuracy and reliability with a drive for continuous improvement
  • Strong written and verbal communication skills with the ability to work effectively as a team player
  • Produces high quality, timely and accurate work products
  • Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, proactively communicate and take initiative
  • Problem-solving and analytical skills with the ability to take ownership as needed with a desire for continual learning
  • Provide superior service to auditors, regulators and internal clients
  • Gathers appropriate information to identify and recommend process improvement opportunities
  • Proficient in Microsoft Office products with an emphasis on Excel and Word

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
More Information on Baird
Baird operates in the Fintech industry. The company is located in Milwaukee, WI, Chicago, IL, Dallas, TX and San Francisco, CA. Baird was founded in 1919. It has 4040 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 36 open jobs at Baird, click here.
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