Financial Reporting Manager

Truist • Charlotte, NC

108d

About The Position

Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB). Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations. Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports. Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures. Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards. Review and update policies and procedures for compliance with regulations and corporate polices and standards. Support development of new accounting processes and procedures. Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures. Interact with internal and external audit, and support for the auditing process overall. Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes. Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs. Review and approve work of other team members.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration or equivalent education and related training.
• Five years of relevant accounting or accounting policy experience.
• Understanding of GAAP and SEC/Regulatory Reporting.
• Ability to take direction and then work independently to complete tasks.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Ability to work under difficult time constraints.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook.

Nice To Haves

• Master’s or advanced degree in Business or Accountancy.
• Certified Public Accountant (CPA) designation.
• Prior experience working for a large, SEC-registered financial institution.
• Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC.
• Proficient in Essbase/Hyperion, SAP, and Workiva.
• Prior experience with eXtensible Business Reporting Language (XBRL) tagging and review.

Responsibilities

• Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K.
• Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process.
• Prepare and review materials to senior leadership summarizing issues and communicating solutions.
• Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures.
• Review and update policies and procedures for compliance with regulations and corporate policies.
• Support development of new accounting processes and procedures.
• Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements.
• Interact with internal and external audit, and support for the auditing process overall.
• Act as a change agent to streamline, improve and further automate the SEC reporting processes.
• Support disclosure enhancements and process improvements to address internal/external challenges.
• Review and approve work of other team members.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts.
• 401k plan.
• No less than 10 days of vacation during the first year of employment.
• 10 sick days.
• Paid holidays.
• Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees