Overview
A growing financial institution is seeking an Assistant Controller Financial Reporting & Technical Accounting to oversee regulatory reporting, technical accounting, SEC reporting support, and internal control processes. This is a highly visible leadership role that will partner closely with executive leadership and play a key role in enhancing accounting operations, reporting accuracy, and process improvement initiatives.
The position offers the opportunity to help modernize and strengthen the accounting function within a lean and evolving environment, with significant exposure across reporting, controls, systems, and technical accounting matters.
Responsibilities
- Oversee preparation and review of quarterly and annual SEC filings, including Forms 10-Q and 10-K
- Lead regulatory reporting processes, including FFIEC Call Reports, FR Y-9C, and FR Y-9LP filings
- Manage quarterly and annual reporting data collection and supporting schedules
- Maintain and oversee reporting software platforms used for regulatory filings
- Review daily, weekly, and monthly regulatory filings and submissions
- Oversee accounting policy documentation and technical accounting memos
- Perform technical accounting research for complex transactions and ensure compliance with U.S. GAAP
- Support quarterly earnings release preparation and financial reporting analytics
- Oversee XBRL tagging processes and coordinate with external vendors
- Partner cross-functionally with Treasury, Credit, Risk, and Finance teams on reporting matters
- Maintain and enhance SOX controls and internal control procedures
- Coordinate with internal and external auditors throughout audit cycles
- Prepare executive-level financial reporting packages and analytical reporting
- Support Audit Committee and Disclosure Committee materials and presentations
- Lead, mentor, and develop accounting and reporting staff
- Assist with special projects and strategic finance initiatives as needed
Requirements
- Bachelor s degree in Accounting or Finance required
- 7 10 years of progressive accounting experience
- Prior team management experience required
- Banking and/or public accounting experience highly preferred
- Strong understanding of U.S. GAAP, SEC reporting, and regulatory reporting requirements
- Experience with regulatory filings such as Call Reports and FR Y-9 filings preferred
- Advanced Excel skills required
- Experience with ERP and financial reporting systems preferred
- Strong organizational, analytical, and communication skills
- Ability to manage multiple deadlines within a fast-paced environment