Skip to content
Level

State Street

Financial Reporting, Senior Associate

State Street is hiring a Financial Reporting, Senior Associate. It pays $52k-$85k a year and Level rates it ; you can apply on State Street.

Level's read on this job

  • On Level's scale, this finance role is Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include Excel, financial reporting and regulatory filings.
  • Level classifies it as a senior role.
  • Level lists 1,200+ other open roles at State Street.
  • The role was posted in the last few days.

AI in this role

Produce and review client financial statements, regulatory filings, and oversee offshore reporting activities.

excel
financial-reportingregulatory-filingsaccountingauditingteam-coordination

Who We Are Looking For

Financial Reporting Senior Associate learn the rules and regulations that drive financial statement disclosures and other regulatory filings.  You will work with senior team members to produce and/or review client semi-annual and annual financial statements, regulatory filings and other periodic reporting.  You will engage with clients, auditors  and other State Street teams to resolve issues, answer inquiries and process comments while working towards readying client financial statements and filings for finalization. You will also help direct the activities of staff and offshore teams.


Responsibilities:

  • You will prepare and perform 1st level reviews on client financial statements, NQs, Form N-MFP, NSAR, process and clear comments and assist with draft and support distribution to client and auditors.
  • You will ensure that all deliverables are completed accurately and within agreed upon time
  • You will provide on-the-job training and coaching to all staff and provide performance feedback to manager for input into PPR
  • You will implement all standard practices, processes, tools, and technology enhancements
  • You will participate in the research and resolution of accounting, client and auditor issues
  • You will draft and update task lists for offshoring partners, ensure all supporting documentation is available to them and act as primary contact to answer their questions and issues.
  • You will be responsible for JV production oversight.

Requirements:

  • BS/BA in Business, Accounting, Finance or equivalent experience preferred
  • 2 to 4 years of experience in related accounting or finance field preferred
  • Demonstrates strong technology skills, as well as problem solving and analytical skills
  • Demonstrates an ability to be a leader within their team, as well as be a leader amongst your peers
  • Strong communication, interpersonal, and organizational skills, which includes excelnt time management skills

About State Street


What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.


Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.


Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$52,000 - $84,760 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.


About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.


We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.


As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

How we rate this

Financial Reporting, Senior Associate at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Financial ReportingRegulatory FilingsAccountingAuditingTeam CoordinationExcel

Also common in finance jobs at this level

Pay

This job starts at
$52k
Typical finance job
$105k

This posting starts 50% below the typical finance job. See finance jobs

Questions you could be asked

  1. Tell me about a project where financial reporting was part of your work. What did you do?
  2. Tell me about a project where regulatory filings was part of your work. What did you do?
  3. Tell me about a project where accounting was part of your work. What did you do?
  4. Tell me about a project where auditing was part of your work. What did you do?
  5. Tell me about a project where team coordination was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Financial Reporting, Regulatory Filings, Accounting, Auditing, and Team Coordination. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

Want an expert to read your CV for this job?

Free. Send your CV and the role you want next. You get your review by email within 24 hours.

Get new finance jobs by email

One email a week with the new finance jobs, each rated for how much AI is in the work. No recruiter spam, unsubscribe in one click.

Free. One email a week. Unsubscribe in one click.

Similar roles

Finance roles that involve little AI, at other companies.

What kind of AI work fits you?

Answer 12 practical questions in about three minutes. Get a simple profile, the work it points to, and live roles to explore next.

Find my next step

More jobs at State Street

More finance jobs

Related searches

Same AI level