SVP Financial Reporting Director

Madison-Davis, LLC; United States; On-site; USD 240,000 - 360,000; Full time

Job summary

[Undisclosed Financial Institution] seeks an SVP/Director of Financial Reporting to lead SEC filings, financial statement presentation, MD&A, and disclosures. Direct a small team, coordinate with external auditors, and own the SOX/ICFR program.

The role requires CPA, 8–10+ years of public company experience, and strong US GAAP/SEC knowledge, with a focus on financial institution reporting and equity-compensation disclosures.

Qualifications

• CPA required.
• 8-10+ years of relevant accounting and financial reporting experience.
• Big 4 public accounting experience strongly preferred.
• Significant SEC reporting experience within a publicly traded organization.
• Financial institution/banking experience highly preferred.
• Strong knowledge of US GAAP and SEC reporting requirements.
• Experience with SOX 404 and internal controls over financial reporting.
• Strong Workiva and XBRL experience.
• Demonstrated technical accounting research capabilities.
• Strong written and verbal communication skills.
• Ability to operate hands-on while leading a team and managing tight reporting deadlines.

Responsibilities

• Lead preparation of 10-K, 10-Q, S-1 and other SEC filings
• Own financial statements, MD&A, footnotes and related disclosures
• Support preparation of earnings releases and statutory reporting
• Maintain and document the SOX/ICFR control environment
• Monitor emerging SEC, US GAAP and PCAOB accounting requirements
• Research and document complex technical accounting matters
• Draft and maintain corporate accounting policies
• Manage equity and equity-compensation reporting
• Coordinate external audit and interim review requests
• Oversee Workiva/XBRL reporting processes
• Support goodwill impairment analyses and acquisition/divestiture accounting
• Drive improvements across accounting and financial reporting processes
• Manage and develop a team of 2+ professionals

Skills

SEC reporting

US GAAP

SOX/ICFR

XBRL

Workiva

Leadership

Communication

Education

CPA required

8-10+ years accounting experience

Tools

Workiva

XBRL

Job description

We are partnering with a publicly traded financial institution seeking an SVP / Financial Reporting Director to lead its SEC and external financial reporting function. Reporting directly to the CFO, this individual will oversee a small team and serve as a key technical accounting and reporting resource across the organization.

The Financial Reporting Director will lead the preparation and filing of quarterly and annual SEC reporting, including Forms 10-K and 10-Q, financial statements, footnotes, MD&A and other required disclosures. The role will also oversee SOX-related activities, technical accounting research, accounting policies, equity-based compensation reporting and coordination with the company's external auditors.

Key Responsibilities

• Lead preparation of 10-K, 10-Q, S-1 and other SEC filings
• Own financial statements, MD&A, footnotes and related disclosures
• Support preparation of earnings releases and statutory reporting
• Maintain and document the SOX/ICFR control environment
• Monitor emerging SEC, US GAAP and PCAOB accounting and reporting requirements
• Research and document complex technical accounting matters
• Draft and maintain corporate accounting policies
• Manage equity and equity-compensation reporting
• Coordinate external audit and interim review requests
• Oversee Workiva/XBRL reporting processes
• Support goodwill impairment analyses and acquisition/divestiture accounting
• Drive improvements across accounting and financial reporting processes
• Manage and develop a team of 2+ professionals

Qualifications

• CPA required
• 8-10+ years of relevant accounting and financial reporting experience
• Big 4 public accounting experience strongly preferred
• Significant SEC reporting experience within a publicly traded organization
• Financial institution/banking experience highly preferred
• Strong knowledge of US GAAP and SEC reporting requirements
• Experience with SOX 404 and internal controls over financial reporting
• Strong Workiva and XBRL experience
• Demonstrated technical accounting research capabilities
• Strong written and verbal communication skills
• Ability to operate hands-on while leading a team and managing tight reporting deadlines

This is an opportunity to take ownership of a critical public-company reporting function, work directly with executive leadership and join the organization at the SVP level.