1

Financial Reporting Associate Jobs in Waterloo, IA

... and financial reporting. The Loan Operations Specialist serves as a key control function by ... Other Duties as assigned by supervisorMinimum Qualifications and Knowledge Associate degree ...

... and financial reporting. The Loan Operations Specialist serves as a key control function by ... Associate degree preferred; relevant experience acceptable. • Prior experience in loan operations ...

... and financial reporting. The Loan Operations Specialist serves as a key control function by ... Associate degree preferred; relevant experience acceptable. • Prior experience in loan operations ...

Finance Clerk

Waterloo, IA · On-site

$17.50 - $23.50/hr

Finance Clerk Reports to: Theresa Heidemann, Director of Finance Employment status: Full-time ... Associate or bachelor's degree in accounting, finance, business, or a related field preferred ...

Asset Protection Specialist

Waterloo, IA · On-site

$19.75 - $21.25/hr

The Asset Protection Specialist is primarily responsible for preventing financial loss caused by ... Other responsibilities include: preparing accurate and detailed case reports documenting your ...

Asset Protection Specialist

Waterloo, IA · On-site

$19.75 - $21.25/hr

The Asset Protection Specialist is primarily responsible for preventing financial loss caused by ... Other responsibilities include: preparing accurate and detailed case reports documenting your ...

Retail Store Manager

Waterloo, IA · On-site

$55K - $116K/yr

Communicates business and financial objectives to other leaders within the store. * Responsible for ... reporting in all areas of the store. Communicates business results to leaders and associates ...

Communicates business and financial objectives to other leaders within the store. * Responsible for ... reporting in all areas of the store. Communicates business results to leaders and associates ...

Retail Store Manager

Waterloo, IA · On-site

$55K - $116K/yr

Communicates business and financial objectives to other leaders within the store. * Responsible for ... reporting in all areas of the store. Communicates business results to leaders and associates ...

Communicates business and financial objectives to other leaders within the store. * Responsible for ... reporting in all areas of the store. Communicates business results to leaders and associates ...

next page

Showing results 1-20

Financial Reporting Associate information

What does a financial reporting associate do?

A Financial Reporting Associate is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure that all financial documents comply with regulatory requirements and company policies. Their role often includes collaborating with accounting teams, assisting with audits, and supporting the month-end or year-end close processes. Attention to detail, strong analytical skills, and knowledge of financial regulations are essential for success in this position.

What are the key skills and qualifications needed to thrive as a financial reporting associate, and why are they important?

To thrive as a Financial Reporting Associate, you need strong analytical abilities, attention to detail, and a background in accounting or finance, typically supported by a bachelor's degree. Familiarity with financial reporting standards (like GAAP or IFRS), advanced Excel skills, and experience with ERP systems such as SAP or Oracle are commonly required. Excellent organizational skills, clear communication, and the ability to work under deadlines help individuals excel in this role. These skills ensure the accurate preparation of financial statements, compliance with regulatory requirements, and effective collaboration with stakeholders.

What are some common challenges financial reporting associates face when consolidating financial statements across multiple entities?

One common challenge Financial Reporting Associates encounter is ensuring accuracy and consistency when consolidating financial statements from various subsidiaries or departments, especially if each uses different accounting systems or follows slightly different processes. This often requires strong attention to detail, effective communication with other teams, and a solid understanding of relevant accounting standards like GAAP or IFRS. Additionally, tight reporting deadlines can make it more difficult to resolve discrepancies quickly, so time management and problem-solving skills are crucial for success in this role.

What is the difference between Financial Reporting Associate vs Financial Analyst?

AspectFinancial Reporting AssociateFinancial Analyst
Primary FocusPreparing financial statements, ensuring compliance, and reporting accuracyAnalyzing financial data, forecasting, and providing investment insights
Required SkillsAccounting knowledge, attention to detail, familiarity with reporting standardsFinancial modeling, data analysis, strategic thinking
CertificationsCPA or similar accounting credentials often preferred CFA, CPA, or related certifications beneficial
Work EnvironmentCorporate finance or accounting departments, often in finance or accounting firmsInvestment firms, corporate finance, consulting

The main difference is that Financial Reporting Associates focus on preparing and verifying financial reports, ensuring compliance with standards, while Financial Analysts analyze financial data to support decision-making and strategic planning. Both roles require strong analytical skills and relevant certifications, but their core responsibilities differ in scope and purpose.

What are popular job titles related to Financial Reporting Associate jobs in Waterloo, IA?

For Financial Reporting Associate jobs in Waterloo, IA, the most frequently searched job titles are:

What job categories do people searching Financial Reporting Associate jobs in Waterloo, IA look for?

The top searched job categories for Financial Reporting Associate jobs in Waterloo, IA are:

Infographic showing various Financial Reporting Associate job openings in Waterloo, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Loan Operations Specialist

BankIowa

Independence, IA • On-site

Full-time

Posted 9 days ago


Job description

Position SummaryThe Loan Operations Specialist provides comprehensive operational support across all lending areas of the bank. This role is responsible for the accurate booking, maintenance, and verification of loan data and documentation within the bank's core and ancillary systems to support data governance, regulatory compliance, risk management, and financial reporting. The Loan Operations Specialist serves as a key control function by performing detailed data entry, verification, and quality control throughout the loan lifecycle. This position requires a strong understanding of loan products and the recognition that each loan represents a legal document and binding agreement between the bank and the borrower.Primary Accountabilities and ResponsibilitiesLoan Booking, Data Entry & Data Governance Accurately book and maintain loan data in the bank's core and supporting systems. • Ensure loan terms, collateral, borrower information, rates, and servicing details are entered completely and correctly. • verification and quality control reviews to confirm data accuracy and consistency. • Maintain audit-ready records supporting data governance and reporting.Regulatory Compliance & Risk Management Support compliance with applicable federal and state lending laws and regulations. • Understand the legal and regulatory significance of loan documentation. • Assist with audits, examinations, and regulatory reporting. • Identify and resolve or escalate data and documentation exceptions.Loan Servicing & Operational Support Process servicing changes, advances, payoffs, and account maintenance, for all loan types and loan programs. • Support collateral, insurance, escrow, and tracking requirements. • Generate notices, correspondence, and reports. • Image, retain, and release loan documentation.Support of Lending Staff & Collaboration Support all lending staff to ensure timely, accurate, and compliant loan processing. • Communicate effectively with internal departments and external partners, including clients and other financial institutions and bank vendors. • Take ownership of in cross-training and shared responsibilities.Process Improvement & Technology Utilization Use bank systems effectively to support accuracy and efficiency. • Identify opportunities to improve processes and strengthen controls. • Adapt to changes in products, regulations, and technology.Other Duties as assigned by supervisorMinimum Qualifications and Knowledge Associate degree preferred; relevant experience acceptable. • Prior experience in loan operations, lending support, or financial services preferred. • Strong attention to detail and data accuracy. • Strong communication, analytical, and organizational skills. • Ability to work independently and collaboratively. • Commitment to confidentiality, professionalism, and ethical conduct.Physical Environment:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performance of the job will include physical duties commensurate with a general office environment.The employee must occasionally lift and/or move up to ten pounds.