Senior Product Specialist 3

Mbi Llc; Dover (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

A finance organization is seeking a Financial Reporting Leader to manage reporting and data functions, ensuring compliance and efficiency. The ideal candidate has 10+ years of experience in finance, deep understanding of data governance, and proficiency in Excel and VBA. The role involves leading internal and external reporting, data strategy, and risk management, while optimizing processes and maintaining adherence to accounting principles. This position offers a chance to innovate financial data practices in a dynamic environment.

Qualifications

• 10+ years of progressive leadership experience in a large-scale Finance organization.
• Expert-level proficiency in Excel, including VBA and Macros.
• Deep understanding of general accounting principles, financial risk management, and regulatory reporting.

Responsibilities

• Lead all aspects of internal and external reporting functions.
• Define and execute a comprehensive data management strategy.
• Serve as the subject matter expert on regulatory compliance and risk reporting.
• Drive significant organizational efficiencies through process optimization.
• Utilize expertise in Excel, VBA, and Macros to automate workflows.

Skills

Excel

Visual Basic (VBA)

Data Governance

Financial Risk Management

Project Management

Education

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

Master’s Degree (MBA/MSA) or CPA/CFA preferred

Job description

We are seeking a high-caliber Financial Reporting Leader to spearhead the reporting and data management functions for our finance organization. In this critical role, you will be the architect of our reporting ecosystem—balancing the precision of regulatory compliance with the innovation of modern data strategy. This position serves as a technical strategist who views data as an asset and manual processes as a challenge to be solved. The selected candidate will lead the charge in unifying our internal management reporting and external statutory filings while building a robust framework for risk management.

Key Responsibilities

• End-to-End Reporting Oversight: Lead all aspects of internal and external reporting functions, ensuring absolute accuracy, transparency, and timeliness for stakeholders and regulatory bodies.
• Data Governance & Strategy: Define and execute a comprehensive data management strategy. You will oversee the lifecycle of financial data to ensure integrity, security, and accessibility.
• Regulatory & Risk Management: Serve as the subject matter expert on regulatory compliance and risk reporting, identifying potential vulnerabilities and implementing proactive mitigation strategies.
• Process Optimization: Drive significant organizational efficiencies by applying advanced business analysis methods and standardizing reporting tools across departments.
• Technical Innovation: Utilize your expertise in Excel, VBA, and Macros to automate legacy workflows, while guiding the transition toward modern BI tools.
• Compliance: Maintain a rigorous environment of internal controls, ensuring all reporting aligns with General Accounting Principles (GAAP/IFRS) and corporate policy.

The Ideal Candidate

We are looking for a seasoned finance professional who bridges the gap between technical data science and executive-level financial strategy.

This individual will have a "systems-thinking" mindset and a proven track record of transforming chaotic data into actionable insights.

Required Qualifications

• Experience: 10+ years of progressive leadership experience in a large-scale Finance organization.
• Technical Mastery: Expert-level proficiency in Excel, including Visual Basic (VBA) and Macros. Proven experience in data architecture and tool standardization.
• Domain Expertise: Deep understanding of general accounting principles, financial risk management, and regulatory reporting requirements.
• Education: Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field. Master’s Degree (MBA/MSA) or CPA/CFA preferred.

Desired Skills

• Exceptional ability to translate complex technical data into clear narratives for executive leadership.
• A "continuous improvement" mindset with a history of automating manual processes.
• Strong project management skills, particularly in implementing new financial software or data standards.

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