SEC & Regulatory Reporting Accountant

Live Oak Bank; Wilmington (DE); On-site; USD 57,000 - 93,000; Full time

Job summary

Live Oak Bank is seeking an accounting professional to support SEC and regulatory reporting for the bank and affiliates. You will assist with 8-Ks, 10-Qs, 10-Ks, and FR 2900, call reports, and Y9s, as well as month-end, quarter-end, and year-end closings.

You will work on journal entries, equity investments, and tax support, ensuring strong internal controls and accurate financial disclosures. Collaboration across departments and attention to documentation are essential.

Qualifications

• Bachelor’s degree in Finance or Accounting or equivalent experience.
• Be organized, detail-oriented and have excellent written and verbal communication skills with various levels of management.
• Be a self-starter, a team player, flexible and able to work on several projects simultaneously.
• Strong analytical, problem-solving, time management and computer skills, including proficiency with Microsoft Office (Word, Excel and PowerPoint).
• Basic knowledge of financial institution operations.

Responsibilities

• Assist with the Company’s SEC reporting processes, including preparation of 8-Ks, 10-Qs, and 10-Ks.
• Assist in the preparation of regulatory reporting, including FR 2900, call report, and Y9s.
• Assist with month, quarter, and year-end closing process, including but not limited to creating journal entries and reporting.
• Assist with recording, transaction monitoring, and reporting of the equity investment portfolio.
• Assist with preparing supporting documentation for taxes, such as state apportionment and provision.
• Promote change while helping enhance efficient and effective financial reporting processes.
• Support and maintain internal control over financial reporting and equity investment processes.
• Interact with members of the Accounting team and other departments at the Bank to support the creation of financial reports and/or disclosures.
• Maintain proper documentation as required for record retention purposes.
• Function as a team and understand all members of the team are vital to our collective success.

Skills

Positive attitude & teamwork

Organized & detail-oriented

Analytical thinking

Communication skills

Self-starter & team player

Time management

Microsoft Office

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Office

Job description

Live Oak Bank is seeking an accounting professional to support SEC and regulatory reporting for the bank and affiliates. You will assist with 8-Ks, 10-Qs, 10-Ks, and FR 2900, call reports, and Y9s, as well as month-end, quarter-end, and year-end closings.

You will work on journal entries, equity investments, and tax support, ensuring strong internal controls and accurate financial disclosures. Collaboration across departments and attention to documentation are essential.