Senior Bank Accountant

How will this role impact First Command?

The Bank Accountant is part of the Bank Finance Team and helps support the financial records of First Command Bank (“FCB”). This role supports the monthly close process by recording, classifying, summarizing, analyzing, and reporting on transactions resulting from business operations. The Bank Accountant reports to the Bank Controller and should demonstrate accountancy principles knowledge, proactivity, multitasking, organizational skills, analytical thinking, and problem-solving orientation.

What will the employee do in this role?

• Support month-end close activities. This includes, but is not limited to:
  • Preparing standard and ad-hoc journal entries as required
  • Reconciling balance sheet accounts in accordance with FC standards
  • Prepare Financials and close out books for FCB making entries for everything directly related to bank products
  • Performing analytical procedures including investigation of unusual transactions or unexpected variances in monthly flux reports
  • Performing research and providing financial analysis to management and other users of financial information
  • Perform bookkeeping for investment portfolio.
• Own the implementation and maintenance of effective processes and procedures for completing and improving work. Recommend process improvement opportunities to current accounting systems and processes.
• Assist with updates of policies and procedure documentation.
• Prepare audit work papers and schedules as required for FCB and work directly with external auditors, Office of the Comptroller of the Currency (“OCC”) and internal auditors.
• Work cross-functionally with Advisor Compensation, Financial Planning & Analytics, Accounts Payable, Accounts Receivable, and Treasury groups.
• Work on ad hoc reporting, analysis and special projects as assigned.

What Skills & Qualifications do you need?

Education

• Bachelor’s degree or higher in Accounting or Finance.

Work Experience

• 4-7 years of experience, ideally with banking or financial services.

Certifications              

• CPA preferred but not required.

Required Knowledge, Skills and Abilities

• Require the highest level of integrity and sound judgment, especially when handling confidential or sensitive information.
• Require strong understanding of GAAP, financial reporting standards. Understanding banking regulations is a plus.
• Excellent analytical abilities with a strategic mindset and attention to detail.
• Ability to identify and implement process enhancements; demonstrates strong business acumen and professionalism.
• Exceptional written and verbal communication skills; able to explain complex financial concepts across all levels of the organization.
• Skilled in managing multiple priorities, meeting tight deadlines, and driving projects to completion in a fast-paced environment.
• Capable of working both independently and collaboratively; thrives in dynamic, high-stakes settings.

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