Senior Accountant - SEC Reporting

Reposted 20 Days Ago
Be an Early Applicant
Davenport, IA
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Responsible for SEC and regulatory reporting, financial statement preparation, compliance with SOX requirements, and supporting auditors.
Summary Generated by Built In

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Assist in compiling and preparing financial statements for earnings material.

  • Assist with compiling financial data for the preparation of SEC and related financial reporting, quarterly reports on Form 10-Q and annual report on Form 10-K, including footnotes and Management's Discussion & Analysis within the SEC reporting application and assisting with the completion of GAAP and SEC reporting checklists.

  • Assist in the gathering of information and filing of the Annual Proxy Statement, 13-Fs, 17-H, 8-Ks and other SEC documents.

  • May assist in compiling financial data for the preparation of regulatory filings, including Call Reports and FR Y-9C.

  • May assist with gathering information for the evaluation of business transactions for proper U.S. GAAP accounting treatment, including accounting and disclosure recommendations.

  • Assist in the filing and reporting around insider stock transactions and stock ownership.

  • Assist with providing supporting documentation to internal and external auditors and responding to their questions and comments.

  • Ensure compliance with internal controls and SOX requirements, including completion, evidence of review and retention of documentation, for their assigned responsibilities.

  • Work with management on special projects and other duties as assigned.

  • Adhere to the Bank’s policies and procedures, code of conduct, and regulatory guidelines.

COMPETENCIES                 

  • Requires strong knowledge of personal computer, Adobe Standard, Microsoft Office in particular Excel, Outlook and Word, and other software used in the department.

  • Must be able to prepare documents and compose business letters.

  • Must have good knowledge of business English, spelling and punctuation.

  • Requires knowledge of office practices, procedures and general office machines.

  • Must be energetic, friendly and willing to serve our customers above and beyond the normal basic care.

  • Must be organized, self-motivated and goal oriented.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

  • Education:  Bachelor’s Degree in Accounting or related field

  • Experience: 3 to 5 years of external/SEC reporting experience strongly preferred, or 5+ years of combined public and industry experience with exposure to SEC filings, SOX compliance, and U.S. GAAP

  • Knowledge: Active CPA license preferred

TRAINING REQUIREMENTS/CLASSES

On the job training and any additional training as needed (i.e. MS Excel, MS CRM, Report Writing and Processing Program, General Ledger and Financial Reporting Program and Core Processing System).  Required annual compliance training.

RECOMMENDED ADDITIONAL TRAINING

New Employee Orientation, Product Knowledge Class

SUPERVISORY RESPONSIBILITY

This position does not have direct supervisory responsibilities.

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer.  This can be done sitting or standing with use of the right desk.  This position may require bending and reaching.

WORK ENVIRONMENT

This position is located in a private office.   The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.  Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

This position may require travel outside of local area.

Equal Opportunity Employer, including disabled/veterans.

Top Skills

Adobe Standard
Excel
Outlook
Word
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The Company
Winter Haven, , Florida
4,064 Employees

What We Do

SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.

Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward.

Learn more about how we can help you meet your financial goals at www.southstatebank.com.



Member FDIC and Equal Housing Lender

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