Senior Manager Financial Reporting

About the Role

Under the direction of the Manager, responsible for directing the monthly financial close and external financial reporting of the Company. Oversees the preparation and filing of all annual and quarterly SEC financial reports and the application of Generally Accepted Accounting Principles (GAAP). Monitors and interprets pending and newly issued reporting rule changes and assesses impact to the Company. Participates as a team member in various Company initiatives, providing guidance and advice on accounting and financial matters.

Responsibilities

• Ensures the accurate and timely preparation and analysis of monthly GAAP financial reports, SEC reports (10-Q, 10-K, proxy statement, and 8-K).
• Keeps abreast of changes in SEC financial reporting and communicates these changes to peers in the Lines of Businesses and Controller’s division; directs the implementation of said changes into existing reporting processes.
• Updates XBRL tagging for new taxonomy.
• Oversees the programs, processes, and employees of the Financial Reporting Department, including staffing, scheduling, compensation, performance management, training, and development.
• Attracts, retains, and motivates the team to achieve management business objectives and maintain a favorable employee relations climate.
• Manages Human Resource forms and documents relevant to immediate staff.
• Educates staff on systems and processes and provides cross-training to maintain appropriate backup and redundancies.
• Supports the Bank’s initiatives with system and process integration and updates.
• Serves as a resource in project teams to ensure accounting methodology aligns with applicable GAAP.
• Identifies, recommends, and develops new or revised processes, policies, and procedures to ensure efficient operations and adequate internal controls.
• Provides guidance and oversight in the implementation, upgrade, ongoing maintenance, and best practices of business unit technology solutions related to financial tracking and reporting.
• Maximizes the use of technology to complete tasks and assignments.
• Manages vendors and performs annual vendor management reviews as required by bank policies.
• Creates, tests, and maintains business recovery plans for the section.
• Assists with developing and updating operating budgets and plans.
• Performs all other miscellaneous responsibilities and duties as assigned.

Requirements

• Bachelor’s degree in accounting, finance, or related area from an accredited institution or equivalent work experience.
• CPA preferred.
• Minimum 8 years of work experience with a financial institution in positions of increasing responsibility for accounting, finance, financial reporting, and/or internal auditing or equivalent work experience.
• Minimum 5 years of leadership experience.
• Strong working knowledge of accounting principles and practices, SEC and regulatory reporting standards, and other relevant matters.
• Capable of identifying issues and exposures relative to financial statements and their impact on the Company.
• Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, MS Access, PowerPoint, and SharePoint) or similar software.
• Knowledge of or ability to use Bank software and systems.
• Good understanding of the banking business and economics.
• Excellent verbal and written communication skills, including presentation skills; able to express complex ideas concisely.
• Ability to conduct formal meetings and presentations.
• Excellent problem-solving skills and ability to develop effective solutions considering efficiency, internal controls, and impact to financial results.
• Ability to make projections and exercise sound judgment.
• Ability to identify inefficiencies in processes and make necessary adjustments.
• Able to work effectively with department staff and those outside the immediate area, providing critical feedback to optimize performance.
• Analytical, detail-oriented, organized, and independent.
• Able to meet deadlines and handle multiple priorities while managing a team.
• Able to work flexible hours, including holidays, weekends, and evenings as needed.
• Must be able to provide own transportation or operate a vehicle with a valid driver’s license and commute as required.
• Able to travel by air.