SEC Reporting Analyst / Manager

Potential Job Titles:

-SEC Reporting Manager

-Senior SEC Reporting Analyst

-Financial Reporting Manager

-External Reporting Manager

-SEC Reporting & Technical Accounting Manager

*SEC reporting

*Accounting, GAAP, and reporting requirements

*Experience working at a public company handling SEC filings

*Having SEC reporting team experience is very helpful (managing the document and putting together the SEC filings)

*Build out framework to become a public company

*Use Oracle for G/L

*Use Workiva for SEC reporting

*Banking clients required

*Accounting degree preferred, but not required

This Finance Principal is responsible for designing and performing analysis of the organization's financial results. Through financial modeling, analysis and reporting, this job provides insights into the company's financial status, including volumes, pricing, interest income, interest expense, funds transfer pricing, operating expenses, commissions, loan and deposit balances, cash flows, equity, operating income and headcount. Under limited supervision, this job's analysis, modeling and reporting is used by senior management to inform business and financial decisions. The job partners with Controllership to ensure accurate recording and reporting of the Company's financial results through detailed analysis. This job also focuses on evaluating alternative financial plans as well as developing economic analysis and business reports.

Must-Have:

SEC Reporting experience

Financial or Regulatory Reporting for a consolidated company

Ability to research SEC or regulatory guidance, interpret and apply to the SEC filing

Nice-to-Have:

CPA or accounting degree

Banking experience

Key Responsibilities and Duties

Evaluates financial models that analyze monthly financial results in order to identify drivers and explain key variances.

Ensures adherence to financial regulations, accounting standards, and audit requirements. Liaises with internal and external auditors during annual audits.

Requires experience supporting SEC reporting and public company financial reporting requirements, including preparation and review of periodic filings and related disclosures.

Assists with preparation of financial reporting to external parties such as regulators, investors and Board.

Performs analysis of the financial statements and key metrics to understand and communicate bank’s performance.

Reviews forecasts and modeling and ensures that results are timely and accurate.

Leads planning and re-forecasting activities and updating/evolving forecast models.

Monitors general ledger journal entry activity during the closing process to help ensure that financial statements are accurate.

Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.

Reviews financial reports and presentations for management that inform business and financial decisions.

Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

Prepares monthly, quarterly and annual financial reports ensuring accuracy and compliance with GAAP and regulatory standards.

Ensures financial risks are mitigated through execution of appropriate controls.

Describe your department, the team dynamic and overall work environment.

Ability to work independently, but collaborates on the project or objective to make sure aligned with others work priorities. Ability to multi-task and manage your individual pieces of the bigger project without constant oversight

What business needs, projects, or workloads are driving this request?

Additional SEC filings related to WaFd merger project

What qualities, skills, or experience are most important for success in this role?

Effective communication, ability to multi-task and meet tight deadlines and experience with GL/reporting tools to be able to build SEC disclosures. Ability to research disclosure requirements and build disclosures applicable to ***’s business.

Is there a reason for the location requirement?

Jacksonville is preferred to be able to collaborate effectively with the team as many time-sensitive activities are happening among a group of associates to be able to complete filings on time and get auditors through their review.

Educational Requirements

University (Degree) Preferred: Yes – accounting or finance degree or relevant, direct experience in SEC/financial reporting.

Work Experience

5+ Years Required; 7+ Years Preferred: Prefer public accounting and/or banking experience. Prefer experience working in a corporate role with ownership and visibility to total company financial reporting