Finance Principal

Corps Team; Jacksonville (FL); On-site; USD 88,000 - 118,000; Full time

Job summary

Corps Team in Jacksonville, FL or Charlotte, NC seeks a Finance Principal for a 7-month contract onsite. This role designs and performs analysis of financial results, including modeling, reporting, and SEC disclosures.

You will work with Controllership and senior management to inform decisions and support audit processes. The position requires 5+ years (7+ preferred) in accounting/finance with SEC reporting experience; CPA or related certifications are a plus.

Qualifications

• Must have Financial or Regulatory Reporting for a consolidated company.
• Ability to research SEC or regulatory guidance, interpret and apply to the SEC filing.
• Accounting or finance degree strongly preferred.
• 5+ years of experience required; 7+ years preferred.
• Public accounting and/or banking experience preferred.
• Experience in corporate role with ownership and visibility to total company financial reporting.

Responsibilities

• Evaluates financial models that analyze monthly results to identify drivers and explain variances.
• Ensures adherence to financial regulations, accounting standards, and audit requirements.
• Liaises with internal and external auditors during annual audits.
• Requires experience supporting SEC reporting and public company financial reporting requirements, including preparation and review of periodic filings and related disclosures.
• Assists with preparation of financial reporting to regulators, investors and Board.
• Performs analysis of the financial statements and key metrics to understand and communicate bank's performance.
• Reviews forecasts and modeling and ensures results are timely and accurate.
• Leads planning and re-forecasting activities and updating/evolving forecast models.
• Monitors general ledger journal entry activity during close to ensure accuracy of financial statements.
• Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Reviews financial reports and presentations for management that inform business and financial decisions.
• Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.
• Prepares monthly, quarterly and annual financial reports ensuring accuracy and compliance with GAAP and regulatory standards.
• Ensures financial risks are mitigated through execution of appropriate controls.

Skills

SEC reporting experience

Financial analysis

Auditing liaison

Regulatory knowledge

Education

Accounting or finance degree

CPA certification

Job description

Our client, a diversified financial services company providing banking and investing services, is seeking a Finance Principal for a 7 month contract role located in Jacksonville, FL or Charlotte, NC. This role is fully onsite.

Finance Principal is responsible for designing and performing analysis of the organization's financial results. Through financial modeling, analysis and reporting, this job provides insights into the company's financial status, including volumes, pricing, interest income, interest expense, funds transfer pricing, operating expenses, commissions, loan and deposit balances, cash flows, equity, operating income and headcount. Under limited supervision, this job's analysis, modeling and reporting is used by senior management to inform business and financial decisions. The job partners with Controllership to ensure accurate recording and reporting of the Company's financial results through detailed analysis. This job also focuses on evaluating alternative financial plans as well as developing economic analysis and business reports.

Key Responsibilities and Duties

• Evaluates financial models that analyze monthly financial results in order to identify drivers and explain key variances.
• Ensures adherence to financial regulations, accounting standards, and audit requirements.
• Liaises with internal and external auditors during annual audits.
• Requires experience supporting SEC reporting and public company financial reporting requirements, including preparation and review of periodic filings and related disclosures.
• Assists with preparation of financial reporting to external parties such as regulators, investors and Board.
• Performs analysis of the financial statements and key metrics to understand and communicate bank's performance.
• Reviews forecasts and modeling and ensures that results are timely and accurate.
• Leads planning and re-forecasting activities and updating/evolving forecast models.
• Monitors general ledger journal entry activity during the closing process to help ensure that financial statements are accurate.
• Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Reviews financial reports and presentations for management that inform business and financial decisions.
• Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.
• Prepares monthly, quarterly and annual financial reports ensuring accuracy and compliance with GAAP and regulatory standards.
• Ensures financial risks are mitigated through execution of appropriate controls.

Must-Have SEC Reporting experience

• Financial or Regulatory Reporting for a consolidated company.
• Ability to research SEC or regulatory guidance, interpret and apply to the SEC filing.
• Accounting or finance degree strongly preferred.
• 5+ years of experience required; 7+ years preferred.
• Prefer public accounting and/or banking experience.
• Prefer experience working in a corporate role with ownership and visibility to total company financial reporting.

Nice-to-Have

• CPA or accounting degree.
• Banking experience.

Pay Rate- $75.00/hour