Financial Reporting Manager

TIH; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial corporation is seeking an experienced financial reporting professional to join their team in Charlotte, NC. The ideal candidate will have a Bachelor's degree in Accounting and significant experience in SEC reporting, along with strong analytical and communication skills. This role involves preparing critical financial documents, adhering to regulations, and collaborating with internal and external parties to enhance financial reporting processes.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Qualifications

• Bachelor's degree in Accounting required.
• 5 years of relevant accounting experience needed.
• Understanding of GAAP and SEC reporting is essential.

Responsibilities

• Support SEC reporting process and file periodic reports.
• Communicate with stakeholders for quarterly earnings release.
• Ensure compliance with Sarbanes-Oxley (SOX) requirements.

Skills

Analytical skills

Problem-solving

Communication

Teamwork

Decision-making

Education

Bachelor’s degree in Accounting, Finance, or Business Administration

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular Or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please Review The Following Job Description

Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
• Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
• Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
• Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
• Review and update policies and procedures for compliance with regulations and corporate polices and standards.
• Support development of new accounting processes and procedures.
• Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
• Interact with internal and external audit, and support for the auditing process overall.
• Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
• Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
• Review and approve work of other team members.
  
  

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Accounting, Finance, Business Administration or equivalent education and related training Five years of relevant accounting or accounting policy experience;
• Understanding of GAAP and SEC/Regulatory Reporting.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Ability to work under difficult time constraints.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
  
  

Preferred Qualifications

• Master’s or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge
• Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
• Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
• Proficient in Essbase/Hyperion, SAP, and Workiva
• Prior experience with eXtensible Business Reporting Language (XBRL) tagging and review.
  
  

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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