Jefferson Bank · 21 hours ago
Accounting & Finance Specialist
San Antonio, TX, US
Full-time
Onsite
Mid Level
3+ years expJefferson Bank is a $2.8B financial institution seeking an Accounting & Finance Specialist to support its Accounting and Finance Department. The role involves managing day-to-day operations, accounts payable, reconciliations, and assisting with various projects critical to the department's success.
BankingFinanceFinancial ServicesLending
Responsibilities
Perform and act as a backup for daily, monthly, and annual reconciliations for all balance sheet accounts for each entity
Assist with the accounts payable function, including entering invoices and processing payments
Perform and act as a backup for daily cash management, including initiating and repaying borrowings, sending and receiving wires from correspondent banks, and maintaining targeted account balances
Assist with the daily accounting operations for each subsidiary and the parent company
Assist with annual projects within the Accounting and Finance Department, requiring a strong level of understanding and institutional knowledge in both areas
Coordinate meetings and assist with the implementation of new projects and initiatives that fall under the responsibility of the Accounting and Finance Department
Assist in the month-end closing process for all entities, requiring significant research, collaboration with employees at all levels, and ensuring items are posted to the correct general ledger accounts
Provide assistance to the Controller and Assistant Controller, as well as others in the Accounting and Finance Department
Support the Controller and Assistant Controller with administrative responsibilities
Perform other duties as assigned
Qualification
Required
3+ years of experience in banking or another financial institution
Minimum High School Diploma
Proficient with 10-key and Microsoft Excel
Strong knowledge of MS Word and PowerPoint
Experience using accounting software applications
Demonstrated ability to work independently and with all levels of bank staff
Strong analytical skills with the ability to work in a fast-paced environment
Ability to solve problems and provide solutions to issues within the department and across other departments
Strong verbal and written communication skills
Comfortable making presentations to groups
Must be able to sit or stand for long periods of time in front of a computer screen
Must be able to see and hear to communicate with staff and participate in meetings
Must be mobile in an office environment
Must be able to work in a fast-paced office environment
Preferred
Some accounting or finance education/certification preferred
Company
Jefferson Bank
Jefferson Bank provides checking, savings, loans, mortgages, online banking and wealth management services to individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Goetz
Senior Executive Vice President & CFO
Mitchell Walker
Executive Vice President - Chief Operating Officer
Company data provided by crunchbase