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The Washington Trust Company · 1 month ago

Finance, Reporting and Accounting Manager - Wealth Management

Providence, RI, USA

Full-time

Hybrid

Director/Executive

10+ years exp

The Washington Trust Company is looking for an accounting or finance professional to join its Wealth Management team as the Finance, Reporting and Accounting Manager. This role is crucial for overseeing finance, management reporting, and accounting functions within the Wealth Management division, ensuring accuracy and compliance in financial reporting.

BankingCredit CardsMortgageWealth Management

Responsibilities

Coordinates and maintains divisional budgets and forecasts. Partner with key department managers and senior managers for budget planning and strategy

Analyzes, manages and reviews monthly P&L results and variance explanations preparing comments against budget

Provides financial analysis and fulfills ad hoc reporting requests for senior management

Preparation and distribution of financial performance reporting, analyze and develop financial/operational models to inform and support planning, and growth strategies

Tracks and monitors divisions expenses and external vendor costs

Responsible for compilation and oversight of management and financial reporting for the division. Ensures all financial reporting is completed in accordance with assigned deadlines and meets the requirements for data accuracy and timeliness of filings

Identifies management and financial reports for rationalization and automation opportunities, ensuring that all reports are created using efficient processes. Manages the prioritization and development of management reports for business reporting

Management of the daily/monthly activities of accounting functions including journal entry posting and general ledger and DDA reconciliations ensuring application of generally accepted accounting principles to provide timely and accurate reporting and analysis

Responsible for review and analysis of all fee related revenue

Reviews and submits regulatory filings to the SEC and FDIC as required

Provides leadership to the function and staff ensuring proper staffing and training for team members with a focus on development and building bench strength

Responsible for the development of financial controls and SOX requirements to ensure the integrity of processes and reporting

Coordinates and interfaces with auditors for audits and reviews

Lead/participate on special projects or ad-hoc analysis in support of department or bank initiatives

Qualification

Accounting managementFinancial reportingBudget planningFinancial analysisMS ExcelLeadershipAnalytical skillsCollege degreeCommunication skillsInterpersonal skillsWork ethicTeamworkProblem-solving