coastal - Sr. Accountant
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Requirements
• Ability to navigate accounting challenges and learn new accounting pronouncements and understand new banking products. • Exceptional analytical and problem-solving skills with a commitment to accuracy and financial integrity. • Excellent verbal and written communication skills. • Ability to meet tight timelines. • Ability to work independently and as part of a team. • Ability to manage project assignments through to completion. • Bachelor’s Degree in Accounting, Business Administration, Finance, or a related field. • 3+ years of relevant experience in financial reconciliation, general ledger accounting or regulatory reporting. • Expertise in digital payments accounting and financial reconciliation highly preferred. • Strong understanding of GAAP compliance, SEC reporting, and banking regulations. • Advanced proficiency in Microsoft Excel (formulas, pivot tables). • Proficiency in financial data analysis tools such as Workiva is a plus. • Experience in banking, financial services, or fintech preferred. • HOW YOU’LL THRIVE AT COASTAL • Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development. • Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. • Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. • Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box. • Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. • Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. • BEING YOU AT COASTAL
Responsibilities
• Perform complex reconciliations of cash and general ledger accounts. • Partner with teams across the organization (Bank Operations, Finance, HR, Payroll) to investigate and resolve accounting discrepancies. • Prepare supporting schedules for internal and external reporting. • Develop and record accurate general ledger entries, maintaining financial integrity. • Prepare or review financial schedules for audits, financial reporting, regulatory reporting and management. • Prepare GL accruals, building worksheets to analyze more complex balance sheet accounts. • Perform monthly and quarterly variance and yield analysis, verifying transactions are reported in proper accounting periods and ledger classifications. • Monitor and report on the progress of software development projects, ensuring accurate cost allocation. • Assist with implementation and maintenance of reporting systems. • Assist with corporate estimated tax accruals and payments. • Assist with sales and use tax accruals and accounting. • Assist with complex accounting including lease liabilities and ROUA, corporate tax supports, expense/revenue allocations, and other duties as needed. • Utilize Workiva and advanced Microsoft Excel skills to enhance and automate financial processes. • As needed, represent Accounting on Bank projects at meetings and through project completion. • Read, interpret, and apply GAAP, SEC, and regulatory guidance to ensure full compliance. • Maintain and update written accounting plans, desktop procedures, and documentation for assigned functions, and cross-train on other team duties. • Assist in ensuring department is performing in accordance with internal policies/procedures and regulatory compliance rules and regulations.
Benefits
• We’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include: • Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. • Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. • Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. • Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. • Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. • Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury. • Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. • 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. • Paid Time Off: Generous vacation and sick leave policies to support your time away from work. • Holidays: Enjoy 11 paid holidays throughout the year. • Check out our benefits on our careers site https://jobs.ashbyhq.com/coastal!! • PHYSICAL DEMANDS • The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee must be able to: • Sit for extended periods of time. • Stand for extended periods of time. • Perform repetitive finger, hand, and arm movement. • Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. • View and read computer screens for extended periods. • Occasionally stoop, kneel, crouch, or crawl. • Occasionally lift or move up to 10 pounds.
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