Financial Reporting & Technical Accounting Analyst

John Marshall Bank•Reston, VA

About The Position

John Marshall Bank is hiring a Financial Reporting and Technical Accounting Analyst. The Financial Reporting and Technical Accounting Analyst will be directly responsible for assisting with the preparation of all the Company’s SEC filings (including Forms 8-Ks, 10-Qs, 10-Ks, etc.) and ensuring ongoing compliance with SEC Exchange Act filing requirements. A strong emphasis is placed on continued improvement of the end-to-end processes and procedures followed in the preparation of the Company’s financial statements and SEC filings. This role will assist with internal and external accounting matters including, but not limited to, month-end book closing, budgeting, board and committee reports and financial analyses. The position will assist with researching technical accounting topics under U.S. GAAP and SEC matters and developing whitepapers, policies and procedures and business requirements, as needed. This role will also support Company’s transition from FDIC ICFR requirements to SOX 404 (b).

Requirements

Certified Public Accountant (CPA) (or CPA candidate with a track record progress towards obtaining a CPA license)
Bachelor’s degree in Accounting
2+ years of professional experience in public accounting and/or SEC reporting
Working knowledge of key accounting standards impacting banking industry
Advanced proficiency with Microsoft Excel (including pivot tables and macros) and other Office products including Word and PowerPoint
Unquestionable integrity in handling sensitive and confidential information
Demonstrated ability to support business decisions through in-depth quantitative analysis, financial modeling, graphical presentation and concise analytical writing.
Strong problem-solving, exceptional attention to detail, organizational, data review and time management skills with the ability to accurately manage multiple assignments, goals, and reporting requests, ensuring deadlines are met.
Ability to work effectively with a team.

Nice To Haves

Banking industry and/or Financial Services industry prior experience
Experience with core banking systems and report writing software
Experience with financial reporting technology such as Toppan Merrill
Proven Ability to meet tight reporting deadlines in a fast-paced environment.
Strong listening, verbal, written, and communication skills, including effective questioning strategies.
Ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences.
Resourceful, self-motivated and intellectually curious.
Ability to learn and adapt to new technologies quickly.

Responsibilities

Support SEC filings including Quarterly and Annual Reports on Form 10-Q/K, Proxy Statement, Form 8-K, Form 3/4s and other filings, as required.
Assist with the preparation of the quarterly earnings release and investor presentations, as needed.
Assist in the preparation of the SEC filings, including preparation of footnotes, schedules to support the financial statements and footnotes, MD&A and other SEC required items.
Review XBRL tagging completed by SEC reporting vendor and monitor changes in XBRL reporting requirements to ensure compliance.
Support the issuance of press releases to announce earnings and other relevant financial announcements.
Assist in the preparation of other management and Board of Director reports and technical accounting memorandums.
Organize large volumes of data to create meaningful analysis and trend reports.
Support the Financial Reporting team in collaborating with external auditors throughout the year to identify all information needed to facilitate the audit of the financial statements and to address efficiencies that may be gained in the audit process.
Support and maintain documentation surrounding processes, procedures and controls related to the SEC reporting.
Respond to business unit accounting questions or requests for support and drives quality and process improvements.
Support the Financial Reporting team in monitoring evolving accounting guidance and maintain in-depth knowledge of US GAAP and SEC rules.
Perform disclosure research by reviewing examples of peer company financial statement disclosures and support the Financial Reporting team in the development of new SEC disclosures.
Assist with the implementation of new accounting and reporting guidance. This includes working closely with impacted departments, supporting the Financial Reporting team in drafting technical memorandums, position papers and/or policy, ensuring the guidance is implemented appropriately and incorporating the required disclosures into our quarterly and annual SEC filings.
Support the allowance for credit losses model and review adequacy in accordance with policy.
Support the preparation of the budget, financial forecasts and projections, utilizing historical data to inform accurate budget planning and future financial expectations.
Maintain a good working relationship with bank employees.
Demonstrate strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department, and in turn the organization.
Work closely with other functional areas (i.e., operational accounting & reporting, investment accounting, tax, treasury) to resolve issues and support the achievement of business and department goals.
Collaborate with teammates and initiate ideas to identify, design, and implement process improvements for greater efficiency and effectiveness.
Participate in other strategic accounting and business projects as they arise for the purpose of achieving functional goals and objectives.
Assist in special projects for technical accounting and external reporting.
Assist in Company’s transition project from FDIC ICFR requirements to SOX 404(b) for 2027 implementation.
Performs additional duties as assigned.