Staff Accountant

Description

The Staff Accountant supports the accounting function by maintaining accurate financial records, assisting with month-end and year-end closing, and ensuring compliance with GAAP, regulatory requirements, and internal controls. This role partners closely with finance, payroll, and operations to deliver timely, accurate financial reporting within a regional banking environment.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Prepare and post journal entries in accordance with GAAP
• Perform monthly and quarterly account reconciliations (cash, loans, deposits, investments, accruals) and resolve discrepancies
• Assist with month-end, quarter-end, and year-end close processes
• Maintain general ledger integrity and ensure accuracy of financial data
• Support preparation of internal and external financial statements
• Perform variance analysis and explain material fluctuations
• Support internal and external audits by preparing schedules and documentation
• Assist with accounts payable, accounts receivable, and payroll processes as needed
• Identify and implement process improvements and automation opportunities
• Perform ad hoc financial analysis as requested by leadership
• Support broader accounting and finance initiatives as needed

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree in accounting
• 2–4 years of relevant accounting experience
• Strong understanding of accounting principles and operations, with financial reporting knowledge
• Advanced Microsoft Excel skills

Core Competencies

• Strong analytical and problem-solving skills
• Elevated level of accuracy and diligence
• Effective written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• Initiative-taking mindset with a focus on continuous improvement

Preferred Qualifications

• Experience in financial services or regional/community banking
• Knowledge of loan, deposit, and investment securities accounting
• Experience with banking core systems and general ledger platforms
• CPA or CPA-eligible
• Experience with ERP systems (e.g., NetSuite, Oracle, SAP)
• Experience in multi-entity or multi-location organizations

Technical Skills

• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience working with accounting systems and financial databases

COMPUTER SKILLS

Ability to use standard business and accounting software applications necessary to perform essential job functions, including Microsoft Office (e.g., Excel, Word, Outlook) and general computer systems. Ability to accurately enter, retrieve, review, and analyze accounting and financial data using electronic systems and databases in a professional office environment.

PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is required to sit for extended periods, communicate verbally, and use hands and fingers to operate a computer keyboard, mouse, and other standard office equipment. The employee may occasionally stand, walk, reach, or perform light physical activity during normal office work. The employee may occasionally be required to lift or move materials weighing up to ten pounds.

Specific vision abilities required include close vision and the ability to focus on computer screens and written materials.

WORK ENVIRONMENT

The work environmental characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This position is primarily performed in a professional office environment. Duties are typically conducted indoors with standard office conditions and equipment. The noise level in the work environment is moderate. The employee may occasionally be exposed to outside weather conditions while performing job-related activities.

EQUAL EMPLOYMENT OPPORTUNITY

Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.