Senior Financial Reporting Analyst

Shore United Bank; Annapolis (MD); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k with company match (4%)

Paid parental leave

Employee stock purchase plan

Education assistance

Wellness initiatives

Job summary

Shore United Bank seeks a Senior Financial Reporting Analyst to deliver accurate financial reporting that supports management decisions. The role involves preparing monthly, quarterly, and annual internal and external packages, reviewing statements, and coordinating with cross-functional teams to ensure compliance with accounting standards.

The ideal candidate will bring strong accounting knowledge, analytical skills, and a collaborative mindset to support audits and regulatory requests.

Qualifications

• Bachelor's degree in accounting or finance required.
• US GAAP knowledge required.
• 4-6 years of accounting experience; banking experience preferred.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Team-oriented with strong communication and collaboration skills.

Responsibilities

• Assist with the period-end close (month, quarter, year-end).
• Prepare financial statement schedules and notes (10K, 10Q, XBRL).
• Prepare and file various reports to SEC, FDIC, FRB, IRS, and state authorities.
• Perform account reconciliations and GL entries; ensure accuracy and timeliness.
• Support internal and external audits including SOX compliance.

Skills

Advanced Excel

Financial analysis

SOX compliance

Cross-functional collaboration

Audit support

Education

Bachelor's degree in accounting or finance

4-6 years of accounting experience

Tools

Microsoft Excel

Job description

Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.

Shore United Bank is seeking a full-time Senior Financial Reporting Analyst to join our team. The Senior Financial Reporting Analyst will play a key role in delivering accurate, insightful financial reporting that drives organizational decisionmaking. In this role, you'll prepare monthly, quarterly, and annual internal and external reporting packages while partnering with crossfunctional teams to ensure consistency, accuracy, and timely results. You will review financial statements, perform analytical reviews, and collaborate with management to ensure compliance with accounting standards. You'll also analyze financial data to support business insights and assist with internal, external, and SOX audit requests during interim and yearend periods. This position is ideal for someone with strong accounting knowledge, sharp analytical skills, and a collaborative mindset.

What You'll Do:

A detailed list of job duties includes (but is not limited to):

• Assist with the period-end close (month, quarter, and year-end)
• Prepare financial statement schedules and notes preparation (10K, 10Q, XBRL)
• Call report preparation and reconciliation to external/internal reports
• Account reconciliations, general ledger entries, data compilation and analyses ensuring accuracy and timely delivery
• Preparation and filing various weekly, monthly, quarterly, and annual reports to SEC, FDIC, FHLB, FRB, IRS, and State of Maryland
• Manage schedule for all filing deadlines and close procedures and ensure compliance to procedural and reporting standards
• Troubleshoot financial reporting issues, complete audits, identify trends to determine improvement plans
• Provide Internal and External Audit requests including Supervisory and Regulatory Audit
• Maintains documentation of internal controls over financial reporting (SOX)
• Managing all ad hoc projects and assist management on all accounting, and financial reporting activities
• Participate in various educational opportunities and attend various conferences and update knowledge efficiently
• Complete required regulatory training on or before the deadlines as assigned
• Participate in continuous improvement activities
• Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.

Location:

Westgate Building - 200 Westgate Circle, Suite 200, Annapolis, MD 21401

Position Type/Expected Hours of Work:

• Full-time.
• Exempt.
• Days of Work: Monday-Friday.

Required Education and Experience:

• Bachelor's degree in the field of accounting or finance.
• Solid understanding of US Generally Accepted Accounting Standards (US GAAP)
• Minimum of 4-6 years of experience in private or public accounting
• Experience working with a public company or within the banking industry
• Ability to work in a fast-paced environment and handle multiple priorities
• Ability to work in a team-based environment, and interact cooperatively with internal and external customers
• Strong result-orientation
• Proficiency in Microsoft office applications with advanced Excel skills

Compensation:

• The pay range for this position is $80,000 to $110,000 annually.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Company Benefits:

• Join a family- and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
• Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, company paid short-term and long-term disability, and much more!
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• Education Assistance
• Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
• Opportunity for growth and advancement
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities

Employment offers are contingent upon the successful completion of a pre-employment screening, which includes a background check, credit check, verification of employment history, and any other screenings required for the position.

Shore United Bank is an Affirmitive Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.