What You'll DoWe’re looking for an Operations Accountant IV to join our Principal Custody Solutions (PCS) team! In this role you'll accurately balance and correct financial transactions in customer accounts as needed and maintain appropriate supporting documentation. At this level you'll be responsible for more complex problems and act as a subject matter expert on some topics.
Use in-depth knowledge and experience to independently perform review of customer trust accounting using accounting analysis techniques.
Build relationships and communicate with internal and external personnel including senior staff, administration, outside vendors and/or industry contacts.
Lead or actively participate in large and/or advanced projects, new initiatives, process reviews and system enhancements. Serve as a mentor, technical trainer, and resource to junior or less tenured team members.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!Who You Are
Bachelor's degree in accounting or finance or equivalent experience required
4+ years relevant accounting experience
Solid analytical, problem solving, interpersonal, time management, planning, decision making, and communication skills required
Strong attention to detail and accuracy
Basic proficiency with key MS Office programs (Word, Excel, Outlook, OneNote, Teams) and/or system skills required
Success in this position requires a strong client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely results
Must be able to handle multiple, increasingly complex tasks, by prioritizing effectively and being flexible as business needs change
Must have the ability to take initiative, be a self-starter and work independently
Communication with customer staff and outside auditors as required
Skills That Will Help You Stand Out
Knowledge of SEI Trust3000 and FIS InvestOne reporting systems.
Experience in custody operations or related field preferred
Work EnvironmentsThis role offers in-office, and hybrid (blending at least three office days in a typical workweek), work arrangements in our Minneapolis, MN office. You’ll work with your leader to figure out which option may align best based on several factors.Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$82500 - $111100 / yearTime Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension EligibleYesAdditional InformationWork Authorization/SponsorshipAt this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)Investment Code of EthicsFor Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.Experience PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Posting WindowWe will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.Original Posting Date4/8/2024Most Recently Posted Date4/8/2024