About The Position

A Finance Manager should demonstrate commitment to delivering distinctive service. This position will be responsible for performing a variety of professional level accounting duties involved in preparing, maintaining, analyzing, verifying, and reconciling complex financial transactions and statements.

Requirements

  • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
  • Thorough understanding on Generally Accepted Accounting Principles (GAAP).
  • Excellent verbal and written communication skills.
  • Solid leadership and interpersonal skills.
  • Strong analytical background and quantitative skills.
  • Effective analytical and problem-solving ability with a strong attention to detail.
  • Ability to work independently as well as collaboratively and prioritize daily tasks.
  • Excellent client service skills.
  • Tact and diplomacy in dealing with both clients and team members.

Nice To Haves

  • Management/team leader experience preferred.

Responsibilities

  • Provide distinctive service to clients and prospects, in person and over the telephone.
  • Respond to client inquiries and satisfactorily resolve client issues.
  • Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
  • Research any complex accounting treatment issues and provide interpretation of accounting standards.
  • Ensure all transactions are recorded in accordance with standards promulgated by the Financial Accounting Standards board.
  • Prepare any ad hoc financial reports for bank, holding firm, consolidated and/or individual operating units upon request.
  • Prepare limited general ledger reconciliations, ensuring the reconciliations are completed timely and accurately.
  • Review various reconciliations prepared by teammates, ensuring balances agree to supporting documentation and identifying any stale items.
  • Develop, implement, and maintain processes and procedures to ensure that the books and records are in compliance with U. S. GAAP.
  • Complete regulatory reporting, including various Call Report schedules, various Y9C schedules and the Y9LP, and well as assisting with the compilation of materials for regulators.
  • Participate in the quarterly SEC Reporting framework.
  • Ensure the department complies with laws, regulations, accounting standards and internal policies/procedures to protect the asset quality of the organization and produce financial reporting that is accurate and timely including compliance with Sarbanes-Oxley requirements.
  • Serve in a leadership capacity, supervising and mentoring team members to ensure assigned responsibilities are completed efficiently.
  • Conduct coaching sessions and complete routine human resources-related responsibilities, as necessary.
  • Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
  • Assist other team members as needed to ensure delivery of distinctive service.
  • Perform other related duties and responsibilities as assigned.
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