Financial Reporting Manager

A well-established U.S. commercial bank in Pasadena is seeking a Financial Reporting Manager with deep experience in loan reporting and regulatory disclosures. This individual will be responsible for preparing SEC filings, driving loan-focused regulatory reporting, and strengthening internal financial controls. Candidates must bring prior exposure to banking loan products and reporting for financial institutions. Big 4 only backgrounds (without in-house banking experience) are not ideal.

Key Responsibilities

🔹 Prepare loan-related disclosures & supporting schedules for 10-Q, 10-K, and MD&A

🔹 Prepare disclosures supporting 8-K earnings release tables

🔹 Complete regulatory reports including Call Reports & FR Y schedules

🔹 Develop schedules for internal reporting (including monthly Board packages)

🔹 Review reporting for accuracy, data quality, and regulatory alignment

🔹 Lead variance/trend analysis and loan data quality control

🔹 Research new accounting rules/regulations and guide compliance strategy

🔹 Drive process improvements to enhance efficiency and reporting integrity

🔹 Review financial statements, reconciliations, and journal entries

🔹 Support audits (internal/external) and assist with footnote preparation

🔹 Handle ad-hoc analysis and reporting projects

Qualifications

✔ 5–7 years in financial reporting or public accounting (banking required)

✔ Strong working knowledge of U.S. GAAP and financial institution reporting

✔ Experience with loan reporting and regulatory schedules

✔ Bachelor’s in Accounting/Finance required; CPA or MBA preferred

✔ Strong analytical, technical research, and problem-solving skills

✔ Must thrive in a fast-paced, deadline-driven environment and collaborate across teams