Financial Reporting Senior Job Description
Financial Reporting Senior Duties & Responsibilities
To write an effective financial reporting senior job description, begin by listing detailed duties, responsibilities and expectations. We have included financial reporting senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Reporting Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Reporting Senior
List any licenses or certifications required by the position: CPA, MBA, CFA, ACCA, SOX, CGFM, CA, TDS, CDFM, CMA
Education for Financial Reporting Senior
Typically a job would require a certain level of education.
Employers hiring for the financial reporting senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, MBA, Education, Business/Administration, Graduate, Finance/Accounting, Public Accounting
Skills for Financial Reporting Senior
Desired skills for financial reporting senior include:
Desired experience for financial reporting senior includes:
Financial Reporting Senior Examples
Financial Reporting Senior Job Description
- Participate in monthly and quarterly close procedures
- Assist in budgeting/forecasting process annually
- Heavy participation in the monthly financial reporting process
- Assist external audit process by facilitating requests for information and documentation
- Review annual and semi-annual financial reports, including notes to financials, portfolio of investments, performance calculations and all supporting work papers
- ODirect and manage the preparation of the monthly capital flash report, including performing and documenting an analytical review of the month’s results and changes to capital and surplus
- OManage the preparation and perform review of the quarterly and annual statutory financial statement (blue book) footnotes and the annual audited financial statement footnotes
- OPrepare executive level financial reporting for presentation to the quarterly Disclosure Committee, Audit Committee, and Executive Management Team meetings
- OManage the completion of various regulatory reports, including rating agency surveys, the annual Management Discussion and Analysis, and responses to regulatory inquiries
- OProvide audit support to internal/external auditors and serve as liaison for the external auditors
- CPA certification or in pursuit of same
- Public accounting experience is a major plus
- Strong communication skills and the utmost degree of professionalism
- Compilation and presentation of material directly associated with Financial Reporting for presentation to Management and clients
- Bring a strong eagerness to learn and willingness to be an expert in your field
- Ability to understand a process and evaluate
Financial Reporting Senior Job Description
- Support the analysis of revenue recognition
- Maintain a quarterly financial reporting close schedule
- Conduct account analyses and research to ensure accuracy and understanding of account balances and activity
- Prepare journal entries with referenced supporting documentation
- Prepare various reconciliations, schedules, and reports for internal use and for audit support
- Prepare audit packages, and coordinate with the external auditor
- Interact with various levels of staff throughout the organization to obtain information and/or resolve issues for assigned tasks, accounts and/or legal entities
- Create and/or maintain process documentation and procedures for assigned tasks to support the system of internal controls
- Assist with the quarterly reviews, annual audit of the consolidated financial statements and support various corporate tax reporting requirements
- Provides G/L research, input to strategic planning, and may lead special projects as necessary
- 4+ years of related Accounting and Financial Reporting experience
- OKnowledge and understanding of financial reporting
- OProven experience leading and managing teams
- OExperience in driving change and process improvements
- OExcellent research, analytical, interpersonal, communication and organizational skills
- OProficient in Excel
Financial Reporting Senior Job Description
- Work with the Company’s external auditors to ensure proper alignment and leverage of management’s internal controls testing
- Oversight of the closing, consolidation and reporting processes to ensure a high level of data quality
- Work closely with various internal departments to ensure an efficient closing and reporting process
- Provide technical assistance, support and guidance to internal customers on various topics such as reporting requirements, financial reports and exceptional transactions
- Delivery of financial reports to external or internal auditors
- Identify, develop and drive process efficiencies that improve accuracy, quality and timeliness of financial data and other department deliverables
- Monthly reporting to executive management of business results for actual and forecast
- Annual coordination of data to support Deloitte business valuation
- Quarterly reporting and coordination with Treasury of data to be reported to investors
- Monthly and quarterly account reconciliations of all assigned accounts
- Significant technical accounting knowledge related to a range of accounting topics such as revenue recognition, restructuring, securitizations, foreign currency, fair value measurements, pensions, derivatives, acquisitions, disposals
- Head Office reporting controls
- Workiva/WebFilings Software
- Minimum of 2 years of financial reporting experience
- Minimum four years of financial analysis or similar experience
- Demonstrate leadership and flexibility
Financial Reporting Senior Job Description
- Partner with systems support colleagues to ensure reporting needs are met and smooth operation of financial systems is achieved
- Coach and develop staff by fostering a team culture of continuous improvement through continuous learning and provocative analysis that challenges preconceptions and the status quo and identifies alternative actions
- Create a culture that consistently strive toward optimization and automation
- Financial reporting - internal reporting and regulatory reporting
- Maintenance of structures that facilitate financial reporting including allocation set maintenance, collection of statistics, chart of accounts, intercompany transaction structure
- Maintain allocation sets and prepare allocation entries
- Review trial balance for coding errors or missing accounts and propose corrections
- Maintain chart of accounts
- Run reports for internal management review
- Prepare Line of Business report
- Bachelor’s Degree (B.A.) in Accounting or Finance (Accounting preferred) and a minimum of five (5) years’ experience in preparing and analyzing financial information
- Capital Lease accounting experience preferred
- Working Knowledge of automated general ledger systems, preferably Lawson – GL
- Proficient in Excel, Word, and Microsoft Outlook preferred
- Assist in accurate and timely filing of Company’s 10Q & 10Ks and other SEC filings
- Prepare/review XBRL instance documents for quarterly and annual filings
Financial Reporting Senior Job Description
- Prepare and review financial reporting data generated from the business unit finance teams for 10-Q and 10-K disclosures
- Prepare flash results and forecasts for management review as part of the close process
- Create new and/or edit existing financial reporting packages to increase accuracy and efficiency
- Assist in the preparation of financial statements and reports for miscellaneous government survey requests
- Provide support/assistance to business unit finance teams through verbal and written correspondence as needed
- Assist in the preparation and presentation of external financial statements, including footnotes
- Prepare certain corporate entries relating to debt, goodwill, intangibles, stock compensation, and commissions, intercompany research
- Assist in preparation of management reporting & other analysis as required
- Respond to information requests from government agencies
- Provide audit support (consolidation schedules and supporting working papers, development of information for footnotes, impairment testing)
- Four years public accounting or five to six years of industry accounting experience
- Attention to detail and ability to prioritize activities in fast-paced environment
- Strong skills in Microsoft Excel (Advanced), Word, and PowerPoint
- Experience with enterprise and financial reporting systems such as Epicor, Cognos, Workiva, BlackLine and Solium
- Public accounting experience is strongly preferred (3-4 years)
- Reporting experience is required