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Financial & Regulatory Reporting Senior Associate

Remote, USA Full-time Posted 2026-06-25

U.S. Bank is on a journey to help customers and businesses make smarter financial decisions. The Financial & Regulatory Reporting Senior Associate is responsible for preparing SEC regulatory filings, financial statements, and Board reporting for assigned Clients, ensuring accurate and timely delivery of Client reporting and compliance.

Responsibilities

  • Prepare and review SEC regulatory filings, financial statements, and Board reporting for assigned Clients
  • Collaborate with senior-level Financial & Regulatory Reporting Team members to ensure compliance with regulatory requirements and
  • Act as the primary liaison with fund Clients, coordinating financial projects such as mutual fund expense management and operational communications
  • Review client deliverables for accuracy and completeness prior to distribution
  • Provide oversight, training, and knowledge sharing to junior team members within the Alternative Investments group
  • Demonstrate advanced technical, process, and professional expertise; identify and implement process improvements to enhance efficiency and client satisfaction
  • May direct day-to-day activities of junior Team members without formal management responsibilities

Skills

  • Bachelor's degree in accounting or finance, or equivalent work experience
  • One to two years of related work experience
  • Strong knowledge of SEC regulations, compliance, and financial reporting standards
  • Expertise in accounting, reporting, and analysis
  • Excellent communication (verbal & written) and client relationship management skills
  • Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines
  • Leadership experience with mentoring or guiding junior staff
  • Advanced problem-solving and process improvement skills
  • Proficiency in Microsoft Office, with intermediate to expert Excel skills
  • Highly organized, detail-oriented, and adaptable to learning complex concepts

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company Overview

  • At U.S. It was founded in 1968, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 10001+ employees. Its website is http://www.usbank.com.
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