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Financial Accountant
2 months ago
Job Overview:
This position is responsible for providing financial accounting services for the Touchstone Mutual Funds/Exchange Traded Funds (ETFs) and overseeing the impact on Touchstone's business unit. The role involves assisting with financial reporting, managing fund accounting functions, building relationships with external stakeholders, and participating in regulatory operations. Additionally, the position contributes to acquisitions, mergers, and cost-saving initiatives within the organization.
Key Responsibilities:
- Assist in the oversight of daily accounting and financial reporting functions.
- Perform operational activities for mutual funds/ETFs and manage acquisitions and mergers.
- Ensure timely and accurate completion of financial reports in compliance with regulatory requirements.
- Prepare materials for management and board reporting.
- Implement methods to ensure data accuracy and regulatory compliance.
- Develop oversight procedures, enhance operational efficiencies, and support regulatory changes.
- Review fund budgets, expenses, and payment processes.
- Support cost-saving initiatives and stay informed on industry trends.
- Participate in industry events and training programs.
- Act as a backup for senior staff accountant and handle other assigned duties.
Qualifications:
- Up to two years of professional experience.
- Basic knowledge of accounting principles and financial statement analysis.
- Problem-solving skills and ability to handle multiple priorities.
- Commitment to delivering quality products/services and proactive development.
- Effective communication skills and ability to adapt communication styles.
- Ability to work in a fast-paced environment and interact with associates at all levels.
Work Environment:
- This role is based in an office setting, requiring prolonged stationary work at a desk or computer.
- Substantial wrist, hand, and finger movements for computer-based tasks.
Education and Skills:
- Bachelor's degree in accounting or finance-related field.
- Proficiency in general ledger accounting and spreadsheet applications.
- Knowledge of word processing and presentation software.
Certifications:
- Certified Public Accountant or MBA qualification is preferred.
Job Demands:
- May require extended hours during peak workloads or special projects.