Financial Reporting Associate, Workplace Wealth Solutions Position Available In Davidson, Tennessee

Financial ing Associate, Workplace Wealth Solutions
United States – New Jersey, United States – Tennessee
Management and Business Support
Global Wealth Management
Job Reference #
317864BR
City
Nashville, Weehawken
Job Type
Full Time
Your role
Are you an analytic thinker who likes to work onplex problems? Do you have strong customer service and relationship skills? We’re looking for someone like you who can:

• serve as the primary point of contact for UBS WWS corporate clients’ financial reporting team
• resolveplex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Balance, and Proxy reporting
• quickly and accurately address client questions while providing excellent client service
• provide clients with support during month/quarter/year end reporting cycles
• assist migrating and reconciling clients from the legacy Financial Online system to Plan Admin Pro
• identify ways to build relationships and drive client loyalty by suggesting best practices and solutions
• ensure clients are aware of new reports and functionality on the Plan Admin Pro
  Your team
  WWS is one of the key initiative growth businesses within UBS Wealth Management (WM) and serves as a qualified lead generator for the broader UBS WM business.

The WWS Financial ing team works directly with the accounting, corporate tax, and financial reporting teams of our corporate clients using UBS Plan Admin Pro. Plan Admin Pro is UBS’ equitypensation record keeping software used by corporate clients to assist with their ASC 718 equitypensationpliance under US GAAP. It allowspanies to perform financial analysis and generate reports needed for the basedpensation sections of thepanies’: 10K, 10Q, annual proxy, stockpensation expense accrual, and other required equitypensation financial reports.
Your expertise

• ideally, 5+ years of equitypensation or accounting experience
• Bachelors or Master’s degree in accounting, finance, economics, or math
• familiarity with accounting rules for -basedpensation under ASC 718
• understanding of equity planpensation and the wealth management industry as well as the ability to collaborate across theanization and influence key stakeholders
• project management experience, with the ability to work on multiple short-term projects concurrently
• expertise and experience in theoretical accounting subjects as well as extreme attention to detail and the ability to follow through
• prior experience desired in the following areas: database management; product development; and equity plan recordkeeping software
• Certified Equity Professional (CEP) desired
• proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as with Microsoft MS Teams, Point, OneNote, and OneDrive
• able to adapt to changing priorities while maintaining drive and focus as well as able to manage projects independently while assuming a high level of responsibility
• ability to manage team priorities and a large workload in a fast-paced environment while being an excellent problem solver and collaborating well with other people and teams
  About us
  UBS is the world’s largest and the only truly global wealth manager.

We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from ourpetitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wver they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.
Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.