Financial Reporting Manager

The Financial Reporting Manager is responsible for overseeing the preparation, accuracy, and timely delivery of internal and external financial reporting for a financial services organization. This role ensures compliance with U.S. GAAP, regulatory requirements, and company policies while supporting executive management, auditors, regulators, and other stakeholders with high-quality financial information. The ideal candidate combines strong technical accounting expertise with leadership, analytical, and process improvement capabilities.

Key Responsibilities

Financial Reporting & Compliance

• Lead the preparation and review of monthly, quarterly, and annual financial statements and supporting disclosures.
• Ensure compliance with U.S. GAAP, SEC reporting requirements (if applicable), and relevant financial services regulations.
• Coordinate the financial close process and ensure timely reporting of financial results.
• Maintain and enhance reporting controls, policies, and procedures.
• Monitor changes in accounting standards and regulatory requirements and assess their impact on the organization.

Regulatory & Management Reporting

• Prepare and review regulatory reports required by banking, investment management, broker-dealer, insurance, or other financial services regulators.
• Develop and deliver management reporting packages, dashboards, and performance analyses for senior leadership.
• Support Board of Directors and Audit Committee reporting requirements.
• Ensure consistency and accuracy across internal and external reporting deliverables.

Audit & Internal Controls

• Serve as the primary liaison with external auditors during quarterly reviews and annual audits.
• Partner with Internal Audit, Compliance, Risk Management, and Operations teams to strengthen internal controls.
• Support SOX compliance activities and control testing, where applicable.
• Coordinate responses to audit findings and implement corrective action plans.

Accounting & Technical Expertise

• Research and document technical accounting issues, including complex transactions and new accounting pronouncements.
• Review account reconciliations, journal entries, and supporting schedules related to financial reporting.
• Provide guidance to accounting staff on reporting requirements and accounting treatments.
• Ensure data integrity across financial systems and reporting platforms.

Leadership & Process Improvement

• Manage, mentor, and develop financial reporting staff.
• Drive process improvements, automation initiatives, and reporting efficiencies.
• Collaborate cross-functionally with Treasury, FP&A, Risk, Compliance, Operations, and Technology teams.
• Participate in finance transformation and system implementation projects.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA designation strongly preferred.
• Master's degree in Accounting, Finance, or Business Administration is a plus.

Experience

• 7–10 years of progressive accounting and financial reporting experience.
• Experience within financial services, banking, asset management, insurance, fintech, or broker-dealer environments preferred.
• Prior experience managing staff and leading reporting processes.
• Public accounting experience (Big Four or national firm) is highly desirable.

Technical Skills

• Strong knowledge of U.S. GAAP and financial statement preparation.
• Experience with regulatory reporting requirements relevant to the financial services industry.
• Proficiency with ERP systems and financial reporting tools.
• Advanced Microsoft Excel skills.
• Familiarity with SOX compliance and internal control frameworks.