Financial Reporting and Accounting Policy Manager

Job Description Summary

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.

Primary Functions of the Position:

• 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

Education and Experience Requirements:

• Bachelor’s degree in finance or accounting required; CPA preferred
• Minimum of 4 to 6 years of experience in financial reporting
• 5-10 years of overall accounting/finance experience preferred
• Big 4 Experience is preferred

Essential Skills and Abilities:

• 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

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

General Experience - More than 15 years, Manager Experience - More than 15 years

Certified Public Accountant (CPA) - Boards of Accountancy (NASBA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.