Financial Reporting Manager

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Check out our rating at:  Working at Evergreen Home Loans | Great Place To Work®

Wow happens every day at Evergreen.  Our vision is centered on changing the world one relationship at a time.  

Learn more about us on our website here.

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do.  In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be.  You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

This position leads the development, implementation, and ongoing improvement of accounting policies and procedures, ensuring compliance with GAAP and supporting strategic decision-making. This role is responsible for creating accurate, compliant financial reports and providing essential guidance to maintain the company’s financial integrity and alignment with organizational goals.

 Essential Duties and Responsibilities:

• Develop, maintain, and update comprehensive accounting policies and procedures in alignment with GAAP and regulatory requirements, ensuring clear documentation, strong internal controls, and timely technical guidance on new transactions and pronouncements.
• Lead tax and technical compliance across all jurisdictions, ensuring accurate federal, state, and local tax calculations and serving as the primary resource for technical tax and accounting interpretations in collaboration with external advisors.
• Oversee financial reporting and filings, including monthly/quarterly/annual statements, regulatory reports (FFIEC, NMLS, state filings), and board-level reporting, ensuring accuracy, timeliness, and full compliance.
• Manage and enhance accounting systems, reporting tools, KPI dashboards, and automation initiatives to improve efficiency, accelerate close timelines (targeting a 5-day close within 12 months), and strengthen data integrity.
• Coordinate external audits and drive audit readiness, partnering with auditors to achieve clean opinions and reduce internal control findings through process optimization and team training.
• Collaborate cross-functionally and within Accounting to ensure alignment with business objectives, support new business line accounting assessments, and cultivate a culture of continuous learning and excellence.
• Other duties as assigned.

Performance Expectations: 

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
• Manage the department to meet or exceed department productivity, production and/or financial metrics.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication, and/or in person.
• Set clear expectations for associates and support their personal and professional growth through one-on-one meetings held on a semi-monthly or more frequent basis and annual performance reviews with all direct reports.
• Address performance issues in a timely manner and document incidents.
• Anticipate staffing issues, plan for staffing changes in advance, and complete recruiting activities monthly for branches, or as needed for departments in order to hire high quality associates to fully staff the team.
• Host regular and timely communication with associates.
• Understand the responsibilities of production and operations and act as a liaison between functions to develop collaborative team relationships so that loans close on time, and as promised.
• Maintain basic knowledge of Evergreen’s HR, Onboarding, Payroll, and Accounting policies and systems and proactively consult applicable department when dealing with issues.
• Exude a positive attitude, mentor associates, set a good example (this includes appropriate dress and demeanor).
• Perform all actions in accordance with the policies and procedures of the company.
• Have knowledge about Evergreen’s mortgage processes and products in order to answer questions and support staff.

Specific Skills/ Knowledge/ Abilities Required for Position:

• Bachelor’s degree in accounting or finance; CPA certification or master’s degree preferred.
• 5-7 years of progressive experience in financial reporting, with at least 3 years in public accounting preferred.
• 3-5 years in mortgage lending, banking, or a related industry preferred.
• Familiarity with financial system implementation and integration projects, preferred.
• Demonstrated ability to influence cross-functional teams and drive alignment on technical accounting decisions.
• Demonstrated expertise in applying GAAP guidance, including experience with recent pronouncements.
• Experience with financial reporting systems (e.g., Hyperion, SAP, Oracle) plus implementation and project management.
• Proven leadership experience in mentoring and developing high-performance teams.
• Strong analytical, problem-solving, and communication skills.
• Demonstrated ability to adapt to changing regulations, business needs, and technology.
• Exercise good judgment and strong character, motivated, hard working.
• Ability to work well with fellow associates, clients and vendors.
• Good communication skills.  Neat, clean, healthy work habits.

Physical Requirements:

• Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing.  Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. 
• Ability to work in a fast-paced, occasionally noisy environment. 
• May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.

Compensation:

The base annual range for this position is $85,600 - $171,400 per year depending on a number of factors including location and experience.

Benefits and Perks:

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.  Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

Equal Housing Lender

©2025 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org

Salary : $85,600 - $171,400