• Analyze and control accounts • Collect and document accounting and financial data • Prepare financial statements • Support audits • Consolidate financial statements • Experience with Lucro Real, Lucro Presumido and Simples Nacional tax regimes • Prepare and submit ancillary filings (ECD and ECF)

• Lead the onboarding process for tax and accounting clients, ensuring a structured implementation delivered within established deadlines • Conduct kick-off meetings to align processes, timelines, and responsibilities with clients • Map clients' tax and accounting processes to ensure correct system configuration and operational integration • Oversee the collection, review, and validation of documents and information required to begin operations • Ensure accurate customer registration and tax configuration in the systems used by the operation • Serve as the primary point of contact during the implementation period, ensuring clear communication and continuous alignment with clients and internal teams • Monitor onboarding, quality, and SLA compliance metrics during the onboarding of new clients • Identify risks, inconsistencies, and opportunities to improve implementation processes and propose corrective actions • Support client training and guidance on operational workflows, document submission, and tax and accounting routines

Lead Financial Analyst - Investment Reporting locations Cedar Rapids, Iowa Philadelphia, Pennsylvania time type Full time Job Family Finance - General Job Description Summary This position within Investment Reporting will be responsible for leading a team supporting Derivative & Securities Operations Accounting. The successful candidate will be responsible for accounting accuracy, financial reporting, and analysis functions. This position will be responsible for applying accounting knowledge and judgment to activities that are diverse and complex. Job Description Responsibilities - Develop, mentor, and manage staff to achieve performance success. - Monthly, quarterly, and annual financial reporting across multiple bases of accounting - Monthly oversight, review, and approval of suspense balances and reconciliations from source back to general ledger with a focus on derivatives - Responsible for monthly accounting processes to ensure accuracy and completeness of financial records by preparing and reviewing journal entries with primary focus on derivatives but not limited to - Extract financial and attribute data from core accounting system to trouble-shoot and resolve cash payment discrepancies or reconciliation variances - Extracts financial data from accounting systems to perform appropriate analyses.  Analytical focus will be on derivative and securities assets - Core system integrity and data quality in accordance with accounting policy and processing procedures - Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system - Work directly with the vendor and stakeholder to resolve process exceptions. - Understand the flow of information and use that knowledge to troubleshoot problems. - Recommends changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts. - Participates on project teams or leads project teams.   - Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. - Responsible for adherence to the company's framework of internal controls. Qualifications - Bachelor&rsquo;s degree in Accounting or Finance and/or equivalent work experience. - Minimum of 8 years experience, with degree. - Communication, coaching and relationship-building skills. - Analytical, problem-solving and decision-making skills. - Work effectively individually and within a team; organizational and prioritization skills. - Organizational skills and the ability to work on multiple concurrent projects. - Experience working with remote employees supporting different functional areas. - Deadline driven with the ability to multi-task and work effectively individually and within a team. - Proficiency in MS Office (Word, Excel, PowerPoint, Visio). - Advanced computer skills; Power BI, Report writing, etc. Preferred Qualifications - 1 year supervisory experience. - Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium). - Background with Murex, Clearwater, and Oracle tools preferred.  - Experience leading a team through change initiatives Working Conditions - Hybrid (Tuesday - Thursday) - Fast- paced deadline- driven office environment. - Occasional Travel <10% The Salary for this position generally ranges between $97,000 - $115,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company&rsquo;s discretion. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits - Competitive Pay - Bonus for Eligible Employees Benefits Package - Pension Plan - 401k Match - Employee Stock Purchase Plan - Tuition Reimbursement - Disability Insurance - Medical Insurance - Dental Insurance - Vision Insurance - Employee Discounts - Career Training & Development Opportunities Health and Work/Life Balance Benefits - Paid Time Off starting at 160 hours annually for employees in their first year of service. - Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). - Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars - Parental Leave &ndash; fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. - Adoption Assistance - Employee Assistance Program - Back-Up Care Program - PTO for Volunteer Hours - Employee Matching Gifts Program - Employee Resource Groups - Inclusion and Diversity Programs - Employee Recognition Program - Referral Bonus Programs

• Risk mitigate and confirm OTC derivative transitions with clients • Collaborate with internal and external stakeholders to resolve urgent issues • Draft ad-hoc confirmations requests from counterparties • Deliver strategic projects to drive efficiency