Overview:

Conduct technical research, prepare/analyze financial, tax and/or regulatory information to provide to senior management, regulators, internal/external audit and other interested parties; adherence to internal controls while ensuring the quality of data being reported.    

Primary Responsibilities:

• Provides cross training/support to new team members.
• May independently assist with problem resolution and data interpretation, perform variance analysis, and ensure timely submission of reports. Assist with the design of projects and may lead projects of moderate scope.
• Prepare more complex financial schedules, reconciliations and reports for the Corporation, which could include bank regulatory reports, SEC reporting, reports to shareholders and the Board of Directors, as well as internal management reports. Knowledge of various tax regulations as applicable.
• Uses judgment based on the analysis of information to identify meaningful information.
• Other functions include data integrity testing, general ledger entries, adherence to generally accepted accounting principles, SEC disclosure requirements, and bank regulatory requirements.  May be required to make presentations to immediate managers or peers on subject matters in which they have expertise.
• Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.
• Participate in training and development opportunities across Finance and among supported businesses.
• Understand and adhere to department timelines and deliverables.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.
• Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.  Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope of Responsibilities:

Supervisory/Managerial Responsibilities:

May train junior staff

Education and Experience Required:

Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions

Good knowledge of finance and accounting concepts, business operations and/or bank products and basic knowledge of banking industry

High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.)                                       

Detail oriented, with strong problem-solving skills

Good verbal and written communication skills

Education and Experience Preferred:

Bachelor’s degree in Finance or Accounting or related field

Preparing and analyzing various regulatory reports including FR 2052a, FDIC 370, FR Y-15, CALL and FR Y-9C

Location