Financial Reporting Manager Job Description
Financial reporting manager
provides support to business units in their production of GAAP and Statutory/Regulatory reporting in respect of derivatives.
Financial Reporting Manager Duties & Responsibilities
To write an effective financial reporting manager job description, begin by listing detailed duties, responsibilities and expectations. We have included financial reporting manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Consolidated Balance Sheet reporting/analysis (quarterly)
Preparation of quarterly financial statements and disclosures including Consolidated Balance Sheet, Statement of Equity and Statement of Cash Flows
Collection of Supplemental Web Form data in support of external disclosures and the Statement of Cash Flows
Preparation of supplemental balance sheet and cash flow analyses for internal users including Finance and Treasury
Managing accounting for balance maintained by Corporate Controllers including Intangible Assets and Purchase Accounting adjustments
Ad hoc support for accounting/reporting inquiries from markets, finance, tax and treasury
Prepare timely and accurate submissions of all required SEC reports (e.g., 10-Q’s, 10-K's, 8-K’s), including drafting MD&A and supporting the quarterly earnings release process
Ensure stakeholders, including senior management and external auditors, are provided with information for timely review and ensure appropriate action is taken from the feedback received
Monitor, understand and assess the impact of emerging and newly released financial accounting statements and SEC pronouncements and assist in the implementation of such
Perform technical accounting research, with the ability to summarize and support the Company’s position in a concise and logical white paper, which will be reviewed by senior management and the Company’s external auditors
Financial Reporting Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Reporting Manager
List any licenses or certifications required by the position: CPA, PMP, RFI, CFA, CMA, CIA, BBA, CEP, CFO, CEO
Education for Financial Reporting Manager
Typically a job would require a certain level of education.
Employers hiring for the financial reporting manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, MBA, Business, Education, Business/Administration, Economics, Graduate, Public Accounting, Technical
Skills for Financial Reporting Manager
Desired skills for financial reporting manager include:
GAAP
IFRS
US GAAP
Complex derivatives
U.S. GAAP and IFRS
Derivatives and accounting for derivatives
Excel
Regulatory Compliance requirements
Desired experience for financial reporting manager includes:
Liaise with the internal and external audit teams to provide support, respond to questions, and track resolution of issues
Complete special project work as needed or assigned
Prepare and file all 10-K, 10-Q, 8-K and proxy Statement forms
Experience in managing a financial reporting staff
Leads the development and implementation of financial Reporting policies and procedures
Champions new or revised disclosure with Division leader
Financial Reporting Manager Examples
1
Financial Reporting Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a financial reporting manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial reporting manager
- Manage Sarbanes-Oxley 404 internal control process, providing direction and guidance to internal audit evaluation consultants
- Work closely with Accounting Managers and Portfolio Controllers to identify relevant information and key financial metrics to be included in corporate filings
- Obtain deliverables on a timely basis in order to meet filing deadlines
- Perform benchmarking with peer companies to determine "best practice" disclosures
- Ensure organization of all detailed support for SEC filings and provide documentation to auditors
- Act as primary liaison with external and internal auditors
- Work closely with the Controller to establish objectives, set timelines and undertake responsibility for driving projects to completion
- Responsibility to provide statutory & regulatory requirements whilst ensuring the business remains complaint
- Preparation of the technical accounting papers working closely with internal Directors and Audit Committees
- Manage the planning and execution of the external and internal financial reporting procedures
Qualifications for financial reporting manager
- Must have the ability to organize and schedule work affectivity in order to meet deadlines
- Must have the ability to multi-task in order to oversee multiple projects at one time
- Must have discretion with handling confidential or sensitive information
- Ensuring adherence to firm policies in the area of Financial Reporting
- Manage a portfolio of Technical Financial Reporting Reviews
- Promoting the Financial Reporting Group both internally and externally
2
Financial Reporting Manager Job Description
Job Description Example
Our innovative and growing company is looking for a financial reporting manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial reporting manager
- Remain up to date regarding major technical/regulatory changes across various jurisdictions having an impact on the production and the team’s output
- Provide guidance and direction to the production staff to ensure the department’s tasks are planned, organized, monitored and completed in a timely and successful manner
- Supervise/manages nonexempt and exempt staff
- Interface with the company’s Executive Management, External Public Accountants, Internal Accounting, Treasury, Planning and Analysis, and Legal Departments on an as needed basis
- Assist the Vice President in preparation of all SEC reporting and manage the electronic and hard copy documentation of reports
- Maintain the departments electronic files ensuring proper version control, maintenance of all final department documents and proper controls over them
- Assist in the coordination of annual audit and quarterly review activities of external auditors and answering information requests
- Accurate and timely completion of assigned analysis per the prepared by client lists for annual audits and quarterly reviews
- Coordinate comment and review process of SEC filings with outside counsel, corporate departments and financial reporting members
- Maintain an in-depth knowledge of the general ledger, consolidation model and reporting model
Qualifications for financial reporting manager
- Knowledge of systems utilized (FundSuite, InvestOne)
- Mandatory to have 'Big 4' background and ideal for a 1st time mover
- Ability to business partner and develop relationships within the business
- Ideally applicant will be looking to make their first move from a Big 4 chartered firm with 3/4 + years post qualified experience and currently operating at Manager level
- Financial services experience essential, ideally banking/investments
- Experience in a financial reporting role
3
Financial Reporting Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial reporting manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial reporting manager
- Drive continuous improvement in the financial reporting process
- Establish and monitor staff performance review process
- Ensure that appropriate career feedback is provided at all levels within the group
- Implement new financial reporting requirements in partnership with global accounting policy (GAP)
- Participate in the Global Financial Reporting group’s planning and business review processes
- Participate in various Financial Reporting management meetings and policy development processes
- Ensures the timely, accurate and complete preparation and filing of all external financial statements and bank regulatory reports (e.g., Call Report)
- Liaise with the accounting, financial and regulatory reporting, and technical accounting functions of the parent company
- Manages and develops professional staff with sufficient knowledge, skills and experience to support the Company's requirements
- Responsible for the pension plan reconciliation process to ensure pension liabilities and expenses are properly recorded and disclosed
Qualifications for financial reporting manager
- 9 or more years of financial accounting experience with at least 3 years of financial services or financial reporting and should also have experience of security market
- Must have strong interpersonal skills and the ability to interact with senior management and the GFAR (Fund Owner) Teams, subordinate staff
- Requires moderate right and left had coordination for use of personal computer
- Travel will be required to other FTI domestic or international FTS sites
- Solid SEC / Financial Reporting and Sarbanes Oxley background
- Qualified accountant ACA, ACCA, CIMA with at least five years post qualification experience having trained in a practice
4
Financial Reporting Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a financial reporting manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial reporting manager
- Champions continuous improvement efforts with assessment, identification, and implementation of improvement opportunities
- Identify and implement continuous financial process improvements to create efficiencies and improve the timeliness of financial reporting and data integrity
- Takes a leadership role to collaborate with Investment and Finance teams
- Recognize, research and resolve SEC reporting and general accounting issues
- Oversee the coordination and preparation of SEC filings
- Assess the impact of new accounting standards and assist in the development of related implementation strategies
- Provide ad-hoc analysis in support of senior management initiatives
- Identify process improvement opportunities and implement change initiatives
- Produce accurate month end management reports to divisional deadlines and delivery of routine accurate and high quality analysis to support the business, reporting for the Portuguese operations and statutory reporting
- Prepare financial statements and supporting schedules
Qualifications for financial reporting manager
- Highly analytical and detail oriented with strong aptitude for problem solving
- Ability to adapt to change with a positive attitude in a fast paced environment
- Requires in-depth reporting and technical accounting knowledge
- Must have Banking knowledge
- Strong presentation skills at the most senior levels of management
- Effective managerial and organizational skills
5
Financial Reporting Manager Job Description
Job Description Example
Our growing company is looking to fill the role of financial reporting manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial reporting manager
- Prepare all data and information required for SEC
- Technical accounting project research as needed
- Working along side auditors as needed
- Responsible for coordination and review of the quarterly and annual financial statements and footnotes
- Manage the XBRL detail tagging preparation and review process in conjunction with third party vendor
- Assist in researching and implementing of new accounting guidance and financial reporting requirements, including accounting policy changes and disclosures
- Assist in drafting earnings reports and the review of other investor presentations
- Assist in implementation of strategic initiatives which could include acquisitions, divestitures
- May be responsible for managing people
- Confirm objectives for the meeting and recommend participants and agenda
Qualifications for financial reporting manager
- Knowledgeof leading industry systems and experience with vendors such as Bloomberg,Reuters preferred
- Experienceof representing businesses to current clients via presentations Ability toinstil a client services culture amongst staff
- Contributeto the marketing and sales process to prospective clients via presentations,RFP responses
- The role is to manage FTP submission for Corporate Banking which involves liaising with wide group of stakeholders from Treasury, Financial Control, Risk and MI
- Develops supporting data, analysis the information to propose the rationale & logical solutions
- Assess the effectiveness of problem solving technique and facilitates group problem solving sessions