Internal Controls Financial Reporting Advisor (Mid-Level)

About the role

The Opportunity We are seeking an ICFR (Internal Controls Financial Reporting) Advisor to be part of the team that is responsible for executing management’s financial reporting/SOX control testing and evaluation program, specifically for shared service process areas supporting the bank and insurance entities.

Responsibilities

• Manages the following initiatives on behalf of ICFR Program Management Office (PMO) in support of ICFR related initiatives which may include:
• Oversees and maps business processes to significant accounts, coordinates and/or facilitates execution of walkthrough schedule/sessions, conducts re-testing activities, supports process owner attestation process, assists with documenting evaluation results in support of final ICFR effectiveness decisions.
• Assists in the coordination efforts and facilitation sessions of the annual ICFR walkthrough activities; obtains/develops documentation in support of walkthroughs.
• Serves as a resource to less experienced team members and BCM community to advise on completing ICFR Program deliverables.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Risk Management, or related field; OR 4 years of relevant education and/or experience.
• 4 years' experience in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience OR at least 2 years of ICFR experience at a Big Four accounting firm.
• Demonstrated knowledge in driving adoption of ICFR and collaborating cross-functional teams in planning and executing complex situations.
• At least 2 years of progressive related experience developing and delivering results in a complex ICFR matrix environment.
• Experience identifying opportunities and proposing ideas for improvement within ICFR controls.
• Knowledge of banking, insurance, or investment systems processes, laws and regulations.
• Strong understanding of accounting principles with ability to apply during internal reviews and controls.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Experience effectively communicating to various stakeholders and business partners ICFR results and impacts.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Risk Management, or related field; OR 4 years of relevant education and/or experience.
• 4 years' experience in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience OR at least 2 years of ICFR experience at a Big Four accounting firm.
• Demonstrated knowledge in driving adoption of ICFR and collaborating cross-functional teams in planning and executing complex situations.
• At least 2 years of progressive related experience developing and delivering results in a complex ICFR matrix environment.
• Experience identifying opportunities and proposing ideas for improvement within ICFR controls.
• Knowledge of banking, insurance, or investment systems processes, laws and regulations.
• Strong understanding of accounting principles with ability to apply during internal reviews and controls.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Experience effectively communicating to various stakeholders and business partners ICFR results and impacts.

Skills

• US military experience gained through military service or gained as a military spouse / domestic partner.
• Experience auditing financial reporting/SOX controls in Shared Service process areas (e.g., Cash Disbursements, Capitalized Software, Intercompany, Compensation, Income Taxes, Financial Statement Close, Entity Level Controls, Fixed Assets, Accounts Payable and Investments).

Benefits

• Comprehensive medical, dental and vision plans
• 401(k)
• Pension
• Life insurance
• Parental benefits
• Adoption assistance
• Paid time off program with paid holidays plus 16 paid volunteer hours
• Variety of wellness programs
• Career path planning and continuing education

Pay

Compensation range: The salary range for this position is: $93,770 - $179,240.

Schedule

This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position.