Financial Reporting Accountant jobs in Wisconsin

Our Agency

The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of assets of the Wisconsin Retirement System (WRS), the State Investment Fund and other funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. We are the 9th largest public pension fund in the U.S. and the 25^th largest public or private pension fund in the world. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.

 

Home To Top Talent

Our high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.

 

• Produce accurate and timely financial statements and related notes to the financial statements for the WRS and SIF. Assist with the financial statement notes for the Separately Managed Funds and prepare financial reporting documents for inclusion in the State of Wisconsin ACFR (Annual Consolidated Financial Report).
• According to all relevant GASB pronouncements and knowledge of the broad spectrum of asset classes & investments held by the Investment Board ensure the proper presentation of the financial statements and related notes.
• Perform analysis of new and current GASB pronouncements and ensure they are implemented properly at SWIB.
• Oversee the daily import of accounting data into SWIB’s accounting system and the monthly overlay of accounting information into the state’s PeopleSoft system.
• Perform complex reconciliations of financial data, create journal entries as necessary, and perform financial data analysis.
• Test and implement accounting system process and data enhancements.
• For SWIB’s official books and records: ensure the integrity and completeness of data, support other financial staff as needed, develop and maintain reports, and assist in resolving issues related to the system and data.
• Track and report on SWIB’s investments in companies with significant employment in Wisconsin.
• Produce various statutorily required reports.
• Assist with pricing and valuation of securities.
• Assist with the month-end close and other Fund Administration accounting activity, as needed. 
• Back-up other accounting tasks within the Fund Administration Team and Finance Division.
• Complete ad hoc requests and analysis, as needed.

• Earned a bachelor’s degree or higher, focused in Accounting

• Are progressing toward, currently are, or previously were, a CPA
• At least 2-5 years of financial reporting experience (preferably in the investment / financial services industry)
• Strong analysis, Excel, and communication skills
• Ability to work on a wide variety of financial tasks
• Leverages their intellectual curiosity continually learn and develop their skills
• Can effectively carry out standardized processes with accuracy in a timely manner
• Is interested in financial markets
• Is a self-starter with the ability to nimbly manage competing priorities   
• Is adaptable and organized
• Is driven by results, but focused on process
• Can efficiently consume, distill, and communicate complex issues
• Challenges the status quo when appropriate
• Independently seeks out the “why” behind key tasks