Senior Accountant- Shareholder Services

MidFirst Bank•Oklahoma City, OK

About The Position

The Senior Accountant in Shareholder Services supports a broad range of operations through recurring and as-needed accounting and reporting responsibilities. The role prepares journal entries and complex general ledger reconciliations, produces and analyzes financial reports, researches data, and assists with implementing new systems and migrating reporting data. The position also contributes to projects that improve reporting, automate processes, and strengthen overall efficiency. The ideal candidate is proactive, has exceptional analytical and problem-solving skills, and upholds high standards of professionalism and discretion.

Requirements

  • At least 3 years of accounting or finance experience.
  • Bachelor’s degree in Accounting or Finance with a minimum GPA of 3.25.
  • CPA or CPA eligible.
  • Advanced knowledge of Microsoft Excel, with at least 3 years of experience.
  • Working knowledge of accounting and finance and understanding of financial statements.
  • Strong understanding of process and financial risk and control.
  • Working knowledge of Microsoft Office products.
  • Familiarity with AI-powered tools, including Microsoft Copilot and generative AI solutions.
  • Analytical and critical-thinking skills, with a focus on technology, automation, and pursuing process-improvement and efficiency opportunities.
  • Strong written and verbal communication skills.
  • Highly organized with effective stress-management skills.
  • Ability to manage multiple tasks with a strong sense of urgency.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.

Nice To Haves

  • Experience with PowerBI or other reporting tools.
  • Experience with Sage Intacct accounting software.

Responsibilities

  • Maintain and reconcile general ledger accounts; prepare journal entries and perform other accounting duties as required.
  • Prepare and analyze recurring and requested financial reports.
  • Produce summary analysis of accounting data.
  • Develop, maintain, and analyze financial reporting templates and data using Excel, PowerBI, and other reporting tools.
  • Verify the accuracy of reports and data, including data and account reconciliations.
  • Assist with managing reporting schedules and processes.
  • Assist with projects to improve process efficiency and performance.
  • Perform other responsibilities as assigned.
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