Financial & Regulatory Reporting Manager

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general direction, the Financial and Regulatory Reporting Manager will be responsible for Financial and Regulatory compliance, as well as capital and liquidity risk management for a national trust bank. This role requires experience in financial reporting, regulations, capital planning, and liquidity oversight, with a focus on forecasting, stress testing, and budgeting. The Manager will collaborate with senior leadership, risk management, finance, and IT to ensure compliance, optimize capital structure, and support the bank’s financial resilience.

Requirements

Advanced accounting concepts, practices and procedures.
Statistical Modeling and Methods
Controls and implementation of controls as they relate to financial and regulatory reporting
Reviewing, interpreting and analyzing financial statements.
Preparing management reports.
Promoting effective coordination between department and other functional areas.
Interpreting and applying policies and procedures.
Establishing departmental objectives.
Strong analytical and financial modeling skills.
Excellent communication and leadership skills.
Ability to plan, assign, monitor, review, evaluate and lead the work of others.
Ability to establish and communicate clear directions and priorities.
Ability to lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
Ability to implement changes to standard procedures when required by specific situations and circumstances.
Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
Ability to establish and communicate clear directions and priorities.
Ability to explain or clarify financial and regulatory information to all levels of management.
Bachelor’s in Accounting, Business Administration, or Finance.
General Experience - 6 to 10 years.
Manager Experience - 3 to 6 years.

Nice To Haves

Knowledge of company’s working structure, policies, mission, and strategies.

Responsibilities

Review financial performance results, analyze variances to budget, and provide actionable insights to executive leadership.
Lead the execution of capital and liquidity risk management strategies in alignment with regulatory requirements and internal risk appetite.
Oversee the preparation and submission of regulatory reports (e.g., FFIEC) ensuring accuracy, timeliness, and compliance.
Implement capital planning strategies, including internal capital adequacy assessments and contingency funding plans.
Prepare short- and long-term liquidity projections to support proactive financial planning, while continuously monitoring liquidity positions and key risk indicators (KRIs) to ensure alignment with risk appetite and regulatory expectations.
Manage business unit-level liquidity forecasting and stress testing initiatives, including the preparation of scenario models and thorough documentation of underlying assumptions and methodologies to support informed decision-making and risk mitigation.
Identify and implement process improvements to enhance efficiency, accuracy, and control in capital, liquidity and financial/regulatory reporting functions.
Lead the Capital Planning Committee (CPC) with analysis, reporting, and recommendations.
Participate in strategic planning and analysis and special projects.
Manage and execute on the annual budgeting process aligning with strategic business goals.
Identify opportunities and implement process improvements, as appropriate.
Collaborate with IT, Operations, and other departments on firm-wide initiatives impacting financial and regulatory reporting.
Maintain strong communication with business units to assess the financial impact of new products, contracts, or operational changes.
Perform other duties and responsibilities as assigned.