Basic Qualifications - Bachelor's degree, or equivalent work experience- Two to three years of related experience Preferred Skills/Experience - Well-developed accounting, tax accounting, mathematical, and analytical skills- Proven ability to identify and resolve exceptions and to analyze data- Thorough knowledge of government and regulatory laws and regulations- Thorough knowledge of financial analysis, forecasting, and planning. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.