Senior Financial Reporting Analyst
2 weeks ago
Overview:
Responsible for the preparation of both internal and external reports including regulatory and SEC filings.
Responsibilities
- Complete regulatory reporting filings such as call reports, FR Y-9LP, FR Y-9C, FR Y-6, FR Y-10 etc. assist in implementing solutions for process improvement, and maintain documentation of process and procedures
- Prepare monthly/quarterly risk-based capital ratios and support all aspects of compliance of regulatory capital rules
- Prepare monthly stock-based compensation entries and support all aspects of stock-based compensation accounting
- Participate in all aspects of quarterly/annual SEC filings, including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process.
- Provide audit, accounting, and compliance support by satisfying all requests timely and accurately with requested information
- Independently research accounting and disclosure-related matters and incorporate new GAAP/SEC reporting requirements into filings and recommend improvements to existing disclosures to ensure compliance and effectiveness
- Communicate with external and internal auditors regarding financial reporting matters
- Prepare various schedules for internal reporting requirements including the monthly Board package
- Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes
- Perform and complete ad-hoc analyses and projects as needed
Qualifications
- Bachelor’s degree (B.A.) from four-year college or university; and at least 4 years public accounting and/or financial reporting experience.
- CPA license or MBA preferred
- Banking/financial institution experience is preferred.
- Experienced in banking risk-based capital preparation is a plus
- Solid knowledge of generally accepted accounting principles and concepts
- Strong analytical, organizational, and problem-solving skills; including research skills regarding current and prospective updates to SEC disclosure requirements and regulatory reporting
- Demonstrated strong attention to detail and accuracy
- Ability to establish priorities, work independently, and proceed with objectives without supervision
- Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements
- Excellent team player who can build and leverage working relationships
- Experience with PeopleSoft GL and Workiva software
- Proficient in Microsoft Excel
Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg
Compensation:
$100,000-$110,000 per year
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