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Financial Reporting Specialist

2 months ago

Pasadena, California, United States Wedbush Securities Full time
Job Overview
Wedbush Securities, a prominent player in the securities and investment banking sector, is on the lookout for a skilled individual to join our Regulatory Reporting Department as a Regulatory Reporting Accountant. This position will report directly to the AVP of Regulatory Reporting and will be pivotal in managing essential regulatory computations and reporting.

Key Responsibilities:
  • Conduct Customer/PAB Reserve Computations (15c3-3) with precision.
  • Generate Net Capital (15c3-1) and FOCUS reports accurately.
  • Prepare daily and monthly reports to support both regulatory and accounting functions.
  • Assist in internal and external audits as well as regulatory reviews.
  • Work collaboratively with various departments to resolve discrepancies and compute critical components for financial statements and regulatory submissions.
  • Execute general accounting tasks for the broker-dealer, including reconciliations, journal entries, and allocations.
  • Address ad hoc requests as necessary.
  • Perform additional duties as assigned.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • A minimum of two years of experience in the financial services sector is preferred.
  • Possession of FINRA SIE & Series 99 or the ability to obtain them within one year.
  • Strong analytical skills with a keen eye for detail.
  • Capability to evaluate processes and enhance procedural efficiency.
  • Excellent communication and interpersonal skills, fostering effective collaboration across teams.
  • High proficiency in MS Excel and Word, with a readiness to learn new software tools.
Benefits:
Wedbush Securities offers a comprehensive benefits package that includes:
  • Medical, dental, and vision insurance with a variety of health plan options.
  • Health Savings Account (HSA) with employer contributions.
  • Flexible Spending Accounts (FSA) for traditional and dependent care.
  • Pre-Tax Commuter Benefits.
  • 401(k) Plan with competitive company matching and profit-sharing.
  • Tuition reimbursement up to $5,250 annually.
  • Paid time off for vacation, sick leave, holidays, and volunteer activities.
  • Paid leave for parental bonding, jury duty, military service, and disability.
  • Sponsorship for FINRA and professional licenses.
  • Charitable donation matching.
  • Employee assistance programs and discounts.
  • Discretionary compensation based on individual and company performance.
At Wedbush, we are committed to fostering a diverse and inclusive workplace that drives innovation and enhances colleague satisfaction. We value the unique contributions of all team members and strive to provide equal opportunities for success.

This position is subject to various laws and regulations that may impose restrictions on employment due to criminal history.