Financial Reporting Analyst

EverBank N.A.; Charlotte (NC); On-site; USD 70,000 - 94,000; Full time

Benefits offered by this job

401(k) savings

Wellness benefits

Life and Disability Insurance

Job summary

EverBank N.A. is seeking a Financial Reporting Analyst in Charlotte, NC to help prepare analyses of the company’s financial results. The role involves financial modeling, forecasting, and ad hoc reporting to inform senior management decisions.

Responsibilities include assisting with monthly/quarterly/annual reports in compliance with GAAP, maintaining controls for accurate reporting, and supporting external audits and SOX requirements.

Qualifications

• 2 years of prior experience in an accounting or finance role.
• Strong working knowledge of SEC and U.S. GAAP and financial statement preparation.

Responsibilities

• Assists in preparing financial models and calculating key metrics that analyze monthly financial results.
• Assists with completing forecasts and modeling and ensures results are timely and accurate.
• Assists with completing re-forecasting activities and updating/evolving forecast models.
• Participates in general ledger analysis during the closing process to help ensure financial statements are accurate.
• Supports the preparation of ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Drafts financial reports and presentations for management that inform business and financial decisions.
• Seeks guidance from management regarding challenges that require more advanced knowledge.
• Assists with the preparation of monthly, quarterly and annual financial reports in compliance with GAAP and regulatory standards.
• Assists with the execution of controls to ensure the accuracy of financial reporting.

Skills

Financial modeling

SEC knowledge

GAAP knowledge

PowerPoint

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Excel

Workiva

Job description

Financial Reporting Analyst

The Financial Reporting Analyst is responsible for preparing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under moderate supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions.

Key Responsibilities and Duties

• Assists in preparing financial models and calculating key metrics that analyze monthly financial results in order to identify drivers and explain key variances.
• Assists with completing forecasts and modeling and ensures that results are timely and accurate.
• Assists with completing re-forecasting activities and updating/evolving forecast models.
• Participates in general ledger analysis during the closing process to help ensure that financial statements are accurate.
• Supports the preparation of ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Drafts financial reports and presentations for management that inform business and financial decisions.
• Seeks guidance from management regarding challenges that require more advanced knowledge.
• Assists with the preparation of monthly, quarterly and annual financial reports in compliance with GAAP and regulatory standards.
• Assists with the execution of controls to ensure the accuracy of financial reporting.

Minimum Qualifications

• 2 years of prior experience in an accounting or finance role
• Strong working knowledge of SEC and U.S. GAAP and financial statement preparation

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ yearsof progressive experience in financial reporting, accounting, or public accounting
• Experience supporting external audits and working with auditors
• Solid understanding of internal controls and SOX requirements
• Advanced proficiency in Microsoft Excel; experience preparing executive‑level presentations (PowerPoint or similar)
• Previous experience with an enterprise reporting tool - Workiva is a plus
• Demonstrated ability to manage multiple priorities and deadlines in a regulated environment

Educational Requirements

• University (Degree) Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Additional Information

Posting end date - 9/30/26

Pay Range

$69,700 - $94,300

Pay & Benefits Summary

EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job‑related qualifications, skills and knowledge. The Company’s comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• 401(k) savings
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Life and Disability Insurance

Job Description Disclaimer

This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company’s commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

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