Senior Manager of Financial Reporting

Veritas Partners; Bethesda (MD); Hybrid; USD 165,000 - 175,000; Full time

Job summary

Veritas Partners seeks a Senior Manager of Financial Reporting (SEC Reporting) in Bethesda, MD, with a hybrid schedule (4 days in office). The role focuses on regulatory and SEC reporting for a Bank/Bank holding company and its publicly traded status.

Candidate will oversee FFIEC/Y9 filings, annual/quarterly statements, and related accounting memos. Ideal candidates have SEC reporting and public company experience, CPA, and strong Excel/financial modeling skills.

Qualifications

• Experience in SEC and regulatory reporting for banks or publicly traded companies.
• Public accounting background or experience with SEC filings (10-K, 10-Q, 8-K).
• Strong Excel and financial modeling/analysis capabilities.

Responsibilities

• Lead regulatory reporting as Bank/Bank holding company and SEC reporting for a public company.
• Oversee annual/quarterly filings (FFIEC, Y9-LP/Y9-C) and related regulatory submissions.
• Prepare SEC filings and accounting memos; coordinate with external auditors.
• Provide ad hoc financial analyses as needed by Finance.

Skills

Regulatory reporting

Financial analysis

Financial modeling

Leadership

US GAAP knowledge

Education

Bachelor’s Degree in Accounting

CPA

Tools

Workiva

EDGAR filing

XBRL tagging

MS Excel

MS Office

Job description

Position - Senior Manager of Financial Reporting (SEC Reporting)

Location – Bethesda, MD (hybrid 4 days in office)

Date Open - September 2026

Position Summary

The Financial Reporting Senior Manager is a newly created opportunity within an award winning and publicly traded banking institute and regional leader. This is an excellent opportunity for either manager level or senior management experienced candidates with relative industry exposure to the financial services or banking sectors to transition into a market leading company. The Financial Reporting Senior Manager position will offer a compensation range from $165,000 to $175,000 base salary plus annual bonus, strong benefits, excellent career mobility, and a hybrid 4 days in office work schedule out of the company’s headquarters located in the Bethesda, MD area. Ideal candidates should have public accounting experience with publicly traded clients as well as experience with SEC reporting. Candidate whom meet the below experience and interest are encouraged to apply.

Primarily Position Description

• Manages and provides leadership of the Company's regulatory reporting requirements as a Bank/Bank holding company, as well as all the public reporting requirements as a publicly-listed entity to the Securities and Exchange Commission (SEC).
• Responsible for filing of required annual and quarterly call reports (including FFIEC Call Report, Y9-LP and Y9-C and all other regulatory filings as necessary), therefore, proficient understanding of the Regulatory reporting concepts is a must. T
• Responsible for the SEC reporting processes, including preparation of annual and quarterly financial statements, 8-Ks, annual proxy, solving technical accounting issues, interpreting and implementing new accounting standards, preparing accounting position memos, and working closely with external auditors to support the quarterly reviews and annual audits.
• Additionally, supports the Finance organization in matters of ad hoc financial analyses, as needed.

Position Requirements

• Bachelor’s Degree in Arts/Sciences (BA/BS) in Accounting
• 8 years prior accounting (US GAAP) and general ledger experience in public accounting firm or a large publicly traded company
• SEC and regulatory reporting experience
• Experience with financial reporting for banks, investment firms, or public companies
• Prior management or leadership experience
• Previous financial modeling, financial analysis or financial reporting experience
• Financial modeling and financial analysis experience
• Certified Public Accountant (CPA)
• Working knowledge of SEC regulations and related public reporting (including Forms 10-K, 10-Q, 8-K, etc.)
• Proficient in MS Office. Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.)
• Knowledge of SOX compliance and internal control frameworks
• Familiarity with the Federal Reserve and its various services that banks typically utilize
• Deep understanding of GAAP and financial reporting requirements and regulatory reporting
• Working knowledge of financial reporting software esp. Workiva
• Familiarity with XBRL tagging and EDGAR filing processes
• Ability to work 4 days a week in office in Bethesda, Maryland.