SENIOR ACCOUNTANT
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, must reside in the area to be considered
Qualifications Education Required Bachelors or better. Bachelors or better. Experience Required Accounting or Finance Experience Microsoft Excel: Advanced knowledge Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
Skills Required
- At least 3 years of accounting or finance experience
- Bachelor's degree in Accounting or Finance
- Minimum GPA of 3.25
- CPA certification or CPA eligibility
- At least 3 years of advanced Microsoft Excel experience
- Experience with Power BI or other reporting tools
- Experience with Sage Intacct accounting software
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
