What are the responsibilities and job description for the Sr. Analyst, Accounting & Finance position at Axos Bank?
Target Range:
$95,000.00/Yr. - $135,000.00/Yr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
Responsible for maintaining and growing expertise in strategic areas and building partnerships and relationships with senior leaders and fellow analysts across the Bank. Owns a series of strategic and technical routines and outputs within finance, treasury, or accounting spaces. Possesses expertise within a select number areas tied to corporate finance decisions, forecasting, modeling of financial statements, variance analysis and more. Expected to coach/mentor and scope complex tasks and projects for less experienced analysts.Responsibilities:
Hands-on computation of SEC 15c3-3 Customer Reserve formula
Hands-on preparation of monthly FOCUS reports (including the form X-17A-5 Part II, Supplemental Statement of Income (SSOI), Supplemental Liquidity Schedule (SLS), and Form Custody for Broker Dealers, and SEC 17H reports)
Prepare SEC 15c3-1 Net Capital Calculation
Assist with FINRA regulatory inquiries and exams
Interaction with Auditors regarding regulatory reporting area
Performs other related duties as assigned
Qualifications:
Bachelor’s degree in Accounting, finance, business degree
4 years' experience in broker dealer regulatory reporting
Series 27 license, or willingness to obtain
Preference for working out of our Omaha office, or willing to occasionally travel to Omaha office
Strong analytical, decision-making, oral and written communication skills
Ability to work independently
Strong attention to detail
Preferred:
Experience with Oracle General Ledger
Experience with Beta Clearing System
Experience in securities industry accounting and reporting functions, including familiarity with FINRA and SEC rules and regulations preferred
Axos Employee Benefits May Include:
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Salary : $95,000 - $135,000
