Bank Accounting and Regulatory Reporting Senior Associate at Upstart - ScoutJobs - The AI-curated global job board
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Bank Accounting and Regulatory Reporting Senior Associate

UpstartBank Accounting and Regulatory Reporting Senior Associate

Perks & benefits

Annual LeaveHealth InsuranceMedical InsurancePaid Leave

Requirements

Bachelor's degree in Accounting, Finance, or related field, 5+ years of experience in regulated financial institutions, Experience with Call Reports and FR Y-series filings, Experience with reconciliations and data validation

Skills

ComplianceAccountingGAAPFinancerisk managementAP/ARFinancial AnalysisAuditFinancial reportingKYCAsset managementData ModelingPaymentsSDLCStatistics

About the role

Responsibilities

  • Prepare and review Bank-specific accounting records
  • Prepare and support timely submission of regulatory filings including Call Reports, FR Y-series, and FDIC filings
  • Perform reconciliations, validations, and analytical reviews for data accuracy
  • Partner with Accounting, Treasury, Risk, Operations, and Data teams to validate regulatory data
  • Support bank-related disclosures in SEC filings regarding regulatory capital, deposits, and liquidity
  • Research regulatory instructions and implement changes from new products or updates
  • Identify reporting issues, data inconsistencies, and control gaps
  • Support regulatory examinations, internal audits, and external audits
  • Maintain regulatory reporting procedures and controls documentation
  • Contribute to process improvement and automation initiatives

Requirements

  • Bachelor’s degree in Accounting, Finance, Economics, Business, or related field
  • 5+ years of experience in accounting, finance, or regulatory reporting within a regulated financial institution
  • Experience with bank regulatory reports such as Call Reports or FR Y-series
  • Experience performing reconciliations, controls, and data validation
  • Experience supporting audits or regulatory examinations

Preferred Qualifications

  • Experience in a bank or fintech with a bank partner
  • Knowledge of FDIC, Federal Reserve, OCC, and FFIEC requirements
  • Knowledge of U.S. GAAP
  • Experience with regulatory reporting systems or data warehouses
  • CPA or other professional accounting certification

Benefits

  • Competitive compensation including base pay, bonus, and annual equity grants
  • 401(k) with company match up to $15,000 annually
  • Employee Stock Purchase Plan (ESPP)
  • Comprehensive medical, dental, and vision coverage
  • Paid family and parental leave
  • Annual wellness and productivity allowances
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Bank Accounting and Regulatory Reporting Senior Associate

Upstart · United States

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