Wealth Accounting Lead

Milwaukeeonsitesenior

Posted 3 days ago · via Workday

About this role

About the Job: The Wealth Accounting Lead will independently perform financial accounting functions, and related control activities, for assigned products and processes to ensure conformance with statutory and GAAP accounting standards, as well as compliance with FINRA and SEC regulations. Owns the preparation and analysis of complex product line financial results. Analyzes numerous and sophisticated contract administration systems to ensure the accuracy of product accounting information and identify potential enhancements to improve efficiency. Represents the Department in enterprise-wide system and/or process development activities related to products.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

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2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Milwaukee. We weight your proximity and willingness to relocate.

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