Financial Reporting Analyst
2 weeks ago
A Robert Half client in Martin/St. Lucie County is looking for Senior Financial Analyst to play a pivotal role in the company's financial operations.
You'll be responsible for ensuring accurate SEC external filings, analyzing financial results with various business units, and maintaining a deep understanding of accounting principles.
Responsibilities:
- Ensure timely completion of quarterly external filings, including Form 10-Q and Form 10-K.
- Collaborate closely with business units and accounting teams to deliver accurate financial data.
- Manage end-to-end processes for loans and allowance, including monthly activity analysis and model review.
- Review financial statements and disclosures to ensure compliance with GAAP standards.
- Oversee financial systems and data integrity to ensure accurate reporting.
- Analyze business drivers behind financial results and contribute to investor presentations and SEC filings.
- Evaluate and account for complex transactions such as mergers, acquisitions, and revenue recognition.
- Implement technology-driven changes to enhance accounting processes.
- Stay updated on accounting rules and emerging issues, adapting processes and controls as needed.
- Develop and maintain accounting policies to ensure compliance with GAAP and SEC regulations.
Requirements:
- Minimum 5 years of experience in financial analysis or related roles.
- Proficiency in Microsoft Excel for financial analysis and reporting.
- Strong understanding of GAAP accounting principles.
- Experience with SEC reporting and regulations.
- Ability to prepare and review Form 10-K and Form 10-Q filings.
- Experience with Workiva reporting software preferred.
- Knowledge of Mergers & Acquisitions (M&A) processes.
- Experience in banking credit analysis.
- Familiarity with banking regulations and compliance.
- Prior experience in the banking industry.
- Ability to work independently and collaboratively to meet deadlines.
- Excellent communication and presentation skills.
- Bachelor's degree in Accounting, Finance or related field required; CFA or CPA preferred.
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