| Job Information |
DIRECTOR OF SEC REPORTING
SUMMARY
The position of SEC Reporting Director is responsible for documenting the SOX control environment and the coordination and preparation of information included in earnings releases, annual report, Form 10-K, Form 10-Q, S-1 and other SEC filings. Providing support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation and lead the preparation/filing of all SEC filings, manage ongoing SOX related activities and support special projects as needed.
ESSENTIAL DUTIES
- Upholds, at all times, the Bank’s Core Values of: Integrity, Respect, Positive Attitude, Empowerment, Accountability, and Excellence.
- Delivers on the Bank’s tagline of “Your Best Banking Experience – Ever!” by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees.
- Prepare and document the SOX control environment to be compliant with PCAOB standards.
- Lead the preparation of financial statements, MD&A, and disclosures to meet the company’s quarterly and annual SEC reporting requirements, as well as, to meet the company’s statutory reporting requirements
- Responsible for reporting and managing all equity-based transactions.
- Responsible for reporting equity compensation.
- Work with various personnel and departments to collect information and input into the above referenced reports; coordinate, review and collect comments on the various drafts; prepare support files; challenge the appropriateness of disclosures; complete all relevant disclosure checklists and reporting questionnaires.
- Assist in the drafting of new footnote requirements.
- Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, US GAAP, PCAOB, or other regulations.
- Assist with establishment, documentation, and maintenance of company accounting policies.
- Draft MD&A ensuring explanations provided accurately explain the reason for changes in the business and are in the appropriate order of magnitude.
- Technical research on accounting issues and new accounting standards impacting the SEC reporting process.
- Provide support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation.
- Process improvement efforts related to accounting and financial reporting.
- Assist with the annual goodwill impairment analysis.
- Draft of accounting policies and assistance with acquisitions and divestitures.
- Other duties as assigned.
SUPERVISORY RESPONSIBILITY
The position Director of SEC Reporting will be responsible for the supervision of employee(s).
MENTAL DEMANDS
This position requires the ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.
MINIMUM REQUIREMENTS
- License/Certification/Education: Requires a bachelor’s degree in Accounting or Finance w/8+ years of relevant experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution accounting or financial background.
- Certified Public Accountant
- Minimum of 8-10 years of relevant work experience, including Big 4 public accounting experience and SEC reporting experience with a large publicly traded company.
- Strong technical knowledge of U.S. GAAP and SEC accounting and reporting requirements
- Excellent communication skills, both written and verbal
- Demonstrated knowledge and experience researching and documenting disclosure guidance and the accounting treatment of issues
- Ability to effectively facilitate and present in group meetings
- Strong analytical, problem-solving, and strategic-thinking skills with a forward-looking focus
- Teamwork is essential to the group, so it is critical that the candidate interact with other team members and managers collaboratively and effectively
- Excellent time management, organizational, and project management skills with experience in working toward tight deadlines
- Experience with SOX 404 and internal control over financial reporting
- Advanced proficiency with Workiva (formerly Webfilings) and XBRL
- Demonstrated professional commitment, initiative, accountability, and ownership of assignments
- Driven to add value and continuously seek opportunities for improvement both individually and as a team
- Comfortable working in a fast-paced environment and adept at handling change.
- Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
- Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
- Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
- Ability to work with minimal supervision while performing duties.
- Must be able to sit for long periods of time, operate a computer, and telephone.
- This position requires writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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