Financial Reporting Manager

Alliance Resource Group; Pasadena (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

Alliance Resource Group is seeking a Financial Reporting Manager in Pasadena, California. The role entails overseeing the preparation, accuracy, and timely delivery of internal and external financial reporting, ensuring compliance with U.S. GAAP and regulatory requirements.

The ideal candidate will have extensive experience in accounting and financial reporting, with a strong focus on leading teams and process improvements in a financial services setting.

Qualifications

• 7–10+ years of progressive accounting and financial reporting experience.
• Experience within financial services, banking, asset management, insurance, fintech, or broker-dealer environments preferred.
• Prior experience managing staff and leading reporting processes.
• Public accounting experience (Big Four or national firm) is highly desirable.

Responsibilities

• Lead the preparation and review of monthly, quarterly, and annual financial statements.
• Ensure compliance with U.S. GAAP and SEC reporting requirements.
• Coordinate the financial close process and ensure timely reporting.
• Serve as the primary liaison with external auditors during audits.
• Manage, mentor, and develop financial reporting staff.

Skills

Data Integrity

Big Four Accounting Firms

Accounting Standards

Complex Transactions

Regulatory Requirements

U.S. Securities and Exchange Commission (SEC)

Financial Systems

Risk Management

Investment Management

Board of Directors

Education

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

CPA designation

Master's degree in Accounting, Finance, or Business Administration

Tools

ERP systems

Financial reporting tools

Microsoft Excel

Job description

Overview

The Financial Reporting Manager is responsible for overseeing the preparation, accuracy, and timely delivery of internal and external financial reporting for a financial services organization. This role ensures compliance with U.S. GAAP, regulatory requirements, and company policies while supporting executive management, auditors, regulators, and other stakeholders with high-quality financial information.

Key Responsibilities

Financial Reporting & Compliance

• Lead the preparation and review of monthly, quarterly, and annual financial statements and supporting disclosures.
• Ensure compliance with U.S. GAAP, SEC reporting requirements (if applicable), and relevant financial services regulations.
• Coordinate the financial close process and ensure timely reporting of financial results.
• Maintain and enhance reporting controls, policies, and procedures.
• Monitor changes in accounting standards and regulatory requirements and assess their impact on the organization.

Regulatory & Management Reporting

• Prepare and review regulatory reports required by banking, investment management, broker-dealer, insurance, or other financial services regulators.
• Develop and deliver management reporting packages, dashboards, and performance analyses for senior leadership.
• Support Board of Directors and Audit Committee reporting requirements.
• Ensure consistency and accuracy across internal and external reporting deliverables.

Audit & Internal Controls

• Serve as the primary liaison with external auditors during quarterly reviews and annual audits.
• Partner with Internal Audit, Compliance, Risk Management, and Operations teams to strengthen internal controls.
• Support SOX compliance activities and control testing, where applicable.
• Coordinate responses to audit findings and implement corrective action plans.

Accounting & Technical Expertise

• Research and document technical accounting issues, including complex transactions and new accounting pronouncements.
• Review account reconciliations, journal entries, and supporting schedules related to financial reporting.
• Provide guidance to accounting staff on reporting requirements and accounting treatments.
• Ensure data integrity across financial systems and reporting platforms.

Leadership & Process Improvement

• Manage, mentor, and develop financial reporting staff.
• Drive process improvements, automation initiatives, and reporting efficiencies.
• Collaborate cross-functionally with Treasury, FP&A, Risk, Compliance, Operations, and Technology teams.
• Participate in finance transformation and system implementation projects.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA designation strongly preferred.
• Master's degree in Accounting, Finance, or Business Administration is a plus.

Experience

• 7–10+ years of progressive accounting and financial reporting experience.
• Experience within financial services, banking, asset management, insurance, fintech, or broker-dealer environments preferred.
• Prior experience managing staff and leading reporting processes.
• Public accounting experience (Big Four or national firm) is highly desirable.

Technical Skills

• Strong knowledge of U.S. GAAP and financial statement preparation.
• Experience with regulatory reporting requirements relevant to the financial services industry.
• Proficiency with ERP systems and financial reporting tools.
• Advanced Microsoft Excel skills.
• Familiarity with SOX compliance and internal control frameworks.

Additional Information

• Seniority Level: Director
• Industry: Financial Services
• Employment Type: Full-time
• Job Functions: Accounting/Auditing
• Skills: Data Integrity, Big Four Accounting Firms, Accounting Standards, Complex Transactions, Regulatory Requirements, U.S. Securities and Exchange Commission (SEC), Financial Systems, Risk Management, Investment Management, Board of Directors