Financial Reporting Manager (MBFRF)

BSI Financial Services; Dallas (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

100% company-paid life insurance

401K with company matching

17 days PTO

9 company paid holidays

Professional work environment

Paid time off 17 days + holidays

Job summary

A financial services company located in Dallas is seeking a Financial Reporting Manager to lead the preparation, analysis, and presentation of financial reports for stakeholders. This role requires a bachelor’s degree in a relevant field and CPA designation is preferred. The successful candidate will oversee GAAP-compliant reporting processes, ensure timely financial submissions, and maintain regulatory compliance while fostering a collaborative and efficient reporting environment.

Qualifications

• 5–8 years of progressive accounting/financial reporting experience.
• Prior experience in financial services or mortgage servicing industry preferred.
• Strong technical accounting and financial analysis skills.

Responsibilities

• Oversee preparation of financial statements in accordance with GAAP.
• Ensure timely submission of internal and external financial reports.
• Maintain compliance with regulatory requirements.
• Oversee general ledger hierarchy and account rollup.
• Strengthen internal controls around financial reporting.
• Collaborate with IT, operations and units to streamline reporting.

Skills

Technical accounting knowledge

Attention to detail

Communication skills

Ability to manage multiple priorities

Excel proficiency

Multitasking

Education

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

CPA designation

Master’s degree in Accounting or Finance

Tools

ERP/accounting software

Financial reporting software

MBFRF reporting experience

Job description

The Financial Reporting Manager will lead the preparation, analysis, and presentation of financial reports for internal and external stakeholders. This individual will ensure compliance with accounting standards, drive the process of MBFRF reporting used by external agencies, and assist in tracking compliance with financial covenants and agency requirements. The role requires strong technical accounting knowledge, attention to detail, and the ability to communicate complex financial information to both financial and non‑financial audiences.

Key Responsibilities

• Oversee the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
• Ensure timely and accurate submission of internal management reports and external financial disclosures, including MBFRF filings.
• Maintain compliance with regulatory requirements and support audits (internal and external).
• Maintenance of financial entity org structure
• Process Improvement & Controls
• Develop and implement financial reporting processes to increase efficiency and accuracy.
• Oversee and maintain general ledger system hierarchy and account rollup structure.
• Strengthen internal controls around financial reporting.
• Partner with IT, operations, and business units to streamline reporting systems.

Qualifications

Education & Certification

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA designation (or progress toward CPA) strongly preferred.
• Master’s degree in Accounting or Finance a plus.

Experience

• 5–8 years of progressive accounting/financial reporting experience.
• Prior experience in financial services or mortgage servicing industry strongly preferred.
• Experience specifically with MBFRF filings and appropriate categorizations
• Experience with GAAP, financial reporting systems, and regulatory compliance.
• General knowledge of corporate federal and state tax is a plus
• Strong technical accounting and financial analysis skills.
• Advanced proficiency in Excel; experience with ERP/accounting software.
• Excellent communication and presentation skills.
• Proven ability to manage multiple priorities and meet deadlines.

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing

companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.