General Information Req # WD00061795 Career area Accounting/Finance Country/Region United States of America State North Carolina City Morrisville Date Friday, March 22, 2024 Working time Full time Additional Locations United States of America North Carolina Morrisville Why Work at Lenovo We are Lenovo. We do what we say. We own what we do. We WOW our customers. Lenovo is

Plan, lead, and execute audit engagements Develop and coach assurance team members Develop new work by expanding services to existing clients or bringing in new clients Provide ideas and input to firm leadership Qualifications 9+ years of audit experience CPA Bachelor's in Accounting, Finance, Business or related field Vaco values a diverse workplace and strongly encourag

Manage, prepare and review financial statements for clients Maintain communication with clients and provide continual updates Act as a business advisor to current and prospective clients Review management report packages Oversee and develop team members Qualifications 10+ years of accounting experience, preferably in public accounting firms and industry CPA preferred Bach

Risk Analysis Tracks and reports on internal and 3 rd party/vendor key performance indicators. Reports operational risk events and develops remediation plans. Assists in review of internal controls, ensuring control testing is in place and results are in line with the Control Standards. Coordinates internal audit response, RCSA response, and other quarterly and annual com

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Financial Oversight Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC).

Planning Manages preparation activities for Internal Audit and regulatory exams and participates in related meetings. Coordinate resources with direct and indirect reporting relationships to execute on various projects and efficiency initiatives related to credit risk remediation. Risk Management Program Interpret complex regulatory issues and coordinate response activiti

Wealth Operations Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex service issues. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives. Works with operations, legal, and compliance teams to ensure mitigation of controllable operational loss

Other duties as assigned Qualifications Minimum Education and Experience Bachelor's Degree in Business Administration, Public Administration, or related business area and three years of professional accounting experience, of which at least one is supervisory; or equivalent combination of training and experience. All degrees must be received from appropriately accredited i

Qualifications Minimum Education and Experience Bachelor's degree with 12 credit hours of accounting coursework; or Associate's degree in Accounting; or Associate's degree in Business or related discipline with 12 credit hours of accounting coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institut