Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly.
Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures.
Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.
Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.
Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.
Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.
Provide work direction and thought leadership to a team of accountants.

Bachelor's degree in accounting or related field
7+ years of external reporting or regulatory reporting experience with financial services company
Proven ability to lead through change and handle detailed work in a fast-paced, deadline-driven environment
Strong attention to detail and ability to problem solve
Excellent written and oral communication skills
Experience with bank regulatory reporting
Certified Public Accountant (CPA)
Demonstrated experience leading and developing staff
Strong experience interpreting and applying GAAP and regulatory guidance
Ability to communicate complex accounting and reporting matters clearly to leadership and business partners

Senior Manager, Financial Reporting

Key skills