Financial Reporting and Accounting Policy Manager

Raymond James•Pittsburgh, PA

1d•Onsite

About The Position

The Financial Reporting and Accounting Policy Manager is responsible for overseeing the Bank's external financial reporting, regulatory reporting, accounting policy governance, and financial reporting controls. This role leads the preparation, review, and submission of key reporting deliverables, including SEC disclosure support provided to the parent, FFIEC Call Reports, Board of Directors reporting materials, and other regulatory or management reporting requirements. This role supervises financial reporting staff and plays a key leadership role in supporting external audits, regulatory examinations, accounting policy development, and ongoing reporting process improvements.

Requirements

Bachelor’s degree in finance or accounting required
Minimum of 4 to 6 years of experience in financial reporting
Proficient in US GAAP and relevant accounting and financial reporting matters
Strong project management and organizational skills; ability to independently and simultaneously manage various tasks and projects in a fast-paced environment and flexibility to work hours needed to meet deadlines
High degree of intellectual curiosity combined with immense attention to detail
Ability to research and propose company positions on complex accounting and reporting issues
Excellent verbal and written communication skills to articulate ideas and plans clearly and effectively with internal and external audience
Proficiency with Microsoft Excel, Word and PowerPoint required
Bank industry financial, regulatory, or SEC reporting knowledge and experience required

Nice To Haves

CPA preferred
5-10 years of overall accounting/finance experience preferred
Big 4 Experience is preferred

Responsibilities

Lead the preparation, review, and timely submission of quarterly and annual financial reporting deliverables, including SEC reporting and disclosure support provided to the parent company, FFIEC Call Reports and related regulatory schedules, Board reporting packages, and other management or regulatory reporting requirements
Lead the preparation, review, and timely submission of the bank’s annual financial statements (September 30th year -end.)
Coordinate reporting timelines across the Bank and manage reporting calendars to ensure timely submission of required filings
Maintain accounting policies, perform technical accounting research and document conclusions
Stay current on new and evolving accounting and regulatory (FASB, SEC and FFIEC) reporting requirements, assess impact on the business and ensure compliance for accurate reporting
Participate in bank examinations and internal and external audits
Design, document, and monitor key internal controls over financial reporting and regulatory reporting. Ensure supporting documentation is complete, accurate, and audit-ready.
Partner with financial and business subject matter experts to ensure compliance with reporting requirements
Create and maintain reports within the general ledger and core systems
Identify opportunities to improve the efficiency, accuracy, and scalability of financial reporting processes.
Research and interpret regulatory accounting and reporting guidance
Perform ad-hoc financial reporting and analysis
Assist Controller, CAO, other Finance leaders, and CFO with accounting and reporting related projects and initiatives as needed
Supervise, mentor, and develop financial reporting staff
Other duties as assigned