Manager, Financial Reporting & Policy

BOK Financial•Tulsa, OK

35d•Onsite

About The Position

The Manager of Financial Reporting and Policy meticulously prepares external financial statements for regulatory bodies and develops accounting policies in line with GAAP. These policies and procedures are implemented throughout BOKF to ensure financial compliance. BOK Financial is dedicated to fostering an environment that promotes individual growth and career advancement. Join us and be a part of our journey towards financial excellence!

Requirements

Master’s Degree in Accounting with a minimum of 30 hours concentrated in accounting above principles of accounting or introductory level or related field of study with a Certified Public Accountant (CPA) designation.
7+ years of combined work experience in public accounting focused on financial institutions or equivalent combination of education and experience.
A minimum of 2+ years of direct supervisory/managerial experience required.
Extensive knowledge of GAAP and related financial reporting and disclosure requirements.
Advanced knowledge of SEC filing regulations, including XBRL tagging.
Advanced knowledge of financial statement preparation and regulatory reporting instructions and guidance.
Ability to research technical issues in accounting literature and regulations and ability to develop policies based upon this research.
Proven ability to work in a highly deadline-driven environment while prioritizing and delegating tasks and responsibilities and motivating team members to meet internal and regulatory deadlines.
Excellent interpersonal, verbal, and written communication skills; Proven ability to analyze and clearly communicate complex financial information.
Significant demonstrated experience with using technology to create efficiency and improve controls over financial statement preparation.
Proven ability to navigate and respond to change including effective prioritization.
Advanced PC and software skills.

Nice To Haves

Recent SEC filing and financial institution and bank regulatory reporting experience preferred.
Working knowledge of Workiva Wdesk application, as well as, SQL preferred.

Responsibilities

Lead the financial reporting team, overseeing training, efficiency, expense management, work scheduling, hiring, and personnel development.
Prepare and scrutinize critical parts of regular financial reports, ensuring they adhere to GAAP and regulations from agencies like the SEC, and oversee XBRL tagging and exhibits.
Handle SEC filings and update earnings on the Company’s investor site and other regulatory agencies.
Support yearly audits, quarterly assessments, and regulatory checks with internal and external auditors, along with SEC correspondences and agency compliance reviews.
Research the accounting and disclosure effects of potential transactions and activities as per GAAP, regulatory guidelines, and corporate policies, and suggest alternative solutions to management.
Uphold and publish the company’s accounting policies, including policy choices allowed under GAAP and guidance for implementation.
Oversee updates in GAAP and regulatory accounting rules and facilitate the adoption of new standards across the company’s departments.
Oversee the monthly review of balance sheet and memo account reconciliations, including the detection of old reconciling items or possible inaccuracies.
Prepare external financial statements for regulatory bodies.
Develop accounting policies in line with GAAP.
Implement accounting policies and procedures throughout BOKF to ensure financial compliance.