Senior Accountant, Broker-Dealer

Location:

Job Summary
The role involves reviewing balance sheets and income statements, investigating general ledger variances, participating in month-end close processes, reconciling accounts, managing accruals, acting as liaison between Financial and Servicing Operations, ensuring GAAP compliance, and completing audit requests.

Essential Functions

• Perform General Accounting tasks for all payroll related activities
• Perform moderate to complex reconciliations, fundings or settlements
• Resolve moderate to complex reconciliation exceptions
• Prepare, analyze, coordinate and review regulatory reporting
• Document new departmental procedures, update changes to existing procedures, and/or review procedures
• Complete audit requests
• Participate in testing of corporate and departmental projects and communication of risks, issues or defects
• Support monitoring and testing of internal control including completing quality reviews for moderate to complex departmental functions/ GRC testing and coordination
• Proactively identify and implement areas of improvement in all aspects of current functions
• In depth excel skills for developing/creating complex calculations in workbooks
• Other duties as assigned by management
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

• Bachelor's Degree or equivalent experience (preferred)

Work Experience

• 5+ years of experience in Accounting, Finance, or Audit. (preferred)

Skills

• Understanding and interpreting both manual and subsystem entries
• Managing accruals, amortizations, and identifying inconsistencies
• Ensuring financial statements align with accounting standards
• Completing audit requests and maintaining documentation
• Investigating causes of fluctuations in financial data
• Using data to support strategic decisions
• Leveraging tools like Power BI or Tableau to communicate insights
• Experience with platforms like SAP, Oracle, or Workday
• Familiarity with BlackLine or similar
• Including macros, pivot tables, and formulas
• Bridging Financial and Servicing Operations
• Tailoring messages for different stakeholders
• Presenting findings and driving decisions
• Coaching junior staff and fostering accountability
• Working alongside AI and RPA tools
• Especially in client-facing or sensitive scenarios

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Work Location Category

• Hybrid (3+ days)

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.