Senior Manager of Financial Reporting & Systems

Piper Sandler & Co.; Minneapolis (MN); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Annual incentive

Benefits program

Job summary

Piper Sandler & Co. seeks a Senior Manager of Financial Reporting & Systems to join the CFO team in Minneapolis, MN. You will lead external reporting, systems administration, and month-end close, with oversight of SEC filings and non-GAAP metrics.

The role requires a CPA and 10+ years in financial reporting, knowledge of U.S. GAAP, and experience with Workiva/Workday/Oracle. A strong leadership presence and cross-functional collaboration are essential.

Qualifications

• Bachelor’s degree in accounting and CPA license.
• Deep knowledge of U.S. GAAP and SEC reporting requirements.
• Experience leading accounting teams and preparing external financial reports.

Responsibilities

• Lead external reporting, financial systems administration, and month-end close activities.
• Oversee SEC filings including Form 10-K and 10-Q and MD&A commentary.
• Manage broker-dealer and employee benefit plan financial statements.

Skills

Leadership

Communication

Analytical thinking

Education

Bachelor’s degree in accounting

CPA license

Tools

Workiva

Microsoft Power Platform

Workday

Oracle

Job description

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for a Senior Manager of Financial Reporting & Systems to join the CFO team in Minneapolis, MN. This position will report directly to the Controller.

Key Responsibilities

• Team Leadership & Management
  • Manage, mentor, and develop a team responsible for external reporting, financial systems administration, and month-end accounting/consolidation activities.
  • Set priorities, review deliverables, and ensure adequate team training.
• Financial Reporting
  • Lead the SEC reporting process, including Form 10-K, Form 10-Q and other filings.
  • Responsibilities include detailed review of financial statements, disclosures, and XBRL, as well as preparation of MD&A commentary and oversight of non-GAAP financial metrics.
  • Responsible for broker-dealer financial statements and risk assessment report (Form X-17A-5 and Form 17-H) and employee benefit plan financial statements.
  • Partner with Investor Relations and Financial Planning and Analysis on the earnings release and earnings script.
  • Manage relationships with external auditors and Internal Audit.
• Month-End Close
  • Oversee monthly close and consolidation, including reviewing journal entries and balance sheet reconciliations, and performing monthly expense variance analysis.
  • Collaborate with Accounting Policy on bespoke accounting transactions, acquisition-related accounting, and implementation of new accounting standards.
• Financial Systems Administration & Data Integrity
  • Oversee first-line support for Infor Lawson financial modules and Oracle Essbase.
  • Ensure system stability, timely issue resolution, and the accuracy of system interfaces.
  • Direct organizational data management, including cost centers and accounts, in collaboration with Firm Accounting, Financial Planning and Analysis, and Technology.
  • Serve as a key participant in the planning and implementation of a new ERP system (expected install by 2029).
• Process Improvement and Project Implementation
  • Identify opportunities and drive change to support continuous improvement and to increase efficiency across the CFO Group.
  • Complete ad hoc accounting, reporting or financial analysis projects and provide insights to management as requested.

Qualifications and Requirements

• Minimum of 10 years of progressive accounting experience, including public accounting and/or financial reporting experience.
• Bachelor’s degree in accounting and a CPA license.
• Deep knowledge of U.S. GAAP and SEC financial statement reporting and filing requirements.
• Strong technical accounting expertise with demonstrated ability to interpret and apply complex accounting standards and regulatory guidance.
• Strong work ethic and ability to work in a fast-paced environment, manage multiple priorities, and learn quickly.
• Detail-oriented and analytical mindset.
• Strong written and verbal communication skills.
• Demonstrated ability to lead teams and drive change.
• Financial services industry experience preferred.
• Experience with Workiva, Microsoft Power Platform, Workday, and/or Oracle preferred.

Why Piper Sandler

As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees.

We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our firm here.

Salary and Compensation

The anticipated starting salary range for individuals expressing interest in this position is $150,000 - $200,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

Company Culture and Benefits

We enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond.

Welcome to Piper Sandler Careers! One of the fastest-growing investment banks in the U.S. We connect capital with opportunity to build a better future. We enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.