Financial Reporting Manager

Role Overview

As a strategic leader in the financial reporting function, you will serve as the subject matter expert (SME) while overseeing, coaching, and developing your team to align with corporate objectives. This role involves preparing internal and external financial reports, ensuring compliance with regulatory filings, and supervising staff to ensure accurate financial statements. You will work under limited supervision, adhering to established policies and procedures.

Key Responsibilities

• Lead the financial reporting process for management and the Board of Directors, ensuring the preparation of accurate and timely periodic financial statements.
• Oversee periodic reporting for regulators and other external stakeholders as required.
• Manage the month-end close process, including the preparation of consolidated and standalone financial statements and the analysis of the financial results of the bank and its holding company.
• Research financial data to respond to inquiries from management, federal and state examiners, as well as internal and external auditors, providing responses both in writing and verbally.
• Collaborate on the establishment, modification, and documentation of accounting control procedures and systems to ensure compliance with regulatory requirements and adherence to US GAAP.
• Research and document technical accounting issues to ensure compliance with US GAAP and regulatory accounting/reporting standards.
• Supervise and manage the FAS91 function, including month-end calculations.
• Conduct detailed reviews of workpapers prepared by the reporting staff, ensuring accuracy and thoroughness.
• Oversee the completion of quarterly CECL calculations.
• Prepare financial statements and disclosures required for SEC filings (10-Q, 10-K, 8-K, etc.).
• Identify, research, and resolve SEC reporting and general accounting issues.
• Prepare variance analysis and monthly management reporting packages.
• Manage internal and external audit requests on both a quarterly and annual basis.
• Assist in preparing materials for board meetings and committees.
• Assess the impact of new accounting standards and assist with developing implementation strategies.
• Identify process improvement opportunities and lead the implementation of change initiatives.
• Provide ad-hoc analysis in support of senior management’s initiatives.

Requirements

• Bachelor’s degree in Accounting or related field.
• CPA certification is required.
• 5-10 years of progressive experience in SEC/financial reporting within the banking industry, preferably with institutions holding total assets exceeding $1 billion.
• Public accounting experience is a plus.
• Exceptional organizational and analytical skills with a keen attention to detail.
• Ability to meet deadlines in a fast-paced environment while maintaining accuracy.