Financial Reporting Accountant II

Essential Functions & Key Areas of Responsibility

• Perform and/or assist with the preparation and review of SEC 10-K, 10-Q, press release, and other
regulatory filings, including consolidated financial statements, footnotes, and disclosures, in accordance
with GAAP and SEC rules and regulations.
• Perform and/or assist with the research and analysis of new and existing accounting pronouncements,
standards, and regulatory guidance to assess their impact on the organization's financial reporting and
ensure ongoing compliance.
• Maintain documentation related to consolidated financial statements, footnotes, and internal controls in
accordance with GAAP and SEC rules and regulations, ensuring all assigned controls are completed in a
timely manner.
• Perform and/or assist with various higher-level finance and accounting functions, including monthly Board
reports, general ledger reconciliations, investment accounting, financial analysis, and report generation.
• Perform and/or assist with furnishing requested information to bank examiners and auditors for safety
and soundness examinations, quarterly reviews, and annual audits, including tracking and coordinating
required documentation.
• Perform and/or assist with overall organizational budget preparation and ongoing monitoring,
collaborating with various bank departments to gather, compile, organize, and validate budgetary data for
completeness and accuracy.
• Identify workflow and data reporting enhancements and support mitigation efforts through the
evaluation and implementation of reporting tools and process improvements for the accounting and
finance team.
• Cross-train and provide backup to other accounting and finance department staff.
• Perform and/or assist with special projects related to financial reporting and accounting.

Education and Experience Requirements

4 year college degree (accounting, finance or related)
& 6 years experience in financial reporting,
auditing or financial statement preparation - or
equivalent combination of education & experience
Proficiency with financial reporting software, data
analytics tools, or automation platforms used in
accounting and finance environments.

Education and Experience Preferences

Masters or MBA
Experience in the financial reporting environment of a
publicly traded company or financial institution.