Financial Reporting Manager

Job Description and Requirements

We are currently seeking a Financial Reporting Manager to join our team. This position is for our ASC location, (main campus) located at:   1 IKEA-RBFCU Pkwy, Live Oak, TX 78233. The Financial Reporting Manager will have the opportunity to work a hybrid schedule after the successful completion of training. The training period can vary and will take place at the RBFCU Administrative Service Center – Live Oak, Texas.

The Financial Reporting Manager will oversee financial reporting for the credit union and its consolidated subsidiaries and will manage the production of various monthly, quarterly, year-end, and fiscal year-end financial reports as well as the quarterly call report and financial statement audit process.

Essential Functions and Responsibilities:

• Manage the preparation of a wide variety of financial reports to be used in communications to the Board of Directors, senior management, and throughout the institution.

• Maintain and manage general ledger structure and reporting in the general ledger software.

• Stay abreast of developments in accounting and reporting guidance including new accounting pronouncements issued by FASB (Financial Accounting Standards Board), evaluating impact on financial statements, IT systems and business processes, determining appropriate accounting for transactions, and advising accounting/finance team members on a variety of technical accounting and business issues.

• Oversee credit union and consolidated subsidiary accounting and the financial reporting at the individual company and consolidated levels.

• Perform monthly review of financials and other operating metrics at the credit union, subsidiary, and consolidated levels, and identify necessary revisions and enhancements. Provide constructive and actionable feedback to team.

• Serve as liaison on accounting and financial reporting matters, including with internal and external auditors, assisting in the preparation and review of audit reports and supporting documentation.

• Proactively and frequently interact with accounting/finance team members to evaluate accounting issues, providing adequate training and making process improvements when necessary.

• Mentor team members and assist in their development towards professional goals.

• All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice).

Requirements:

• Bachelor’s degree in Accounting

• CPA license

• Minimum of 5 years of experience in financial reporting/audit

• Minimum of 3 years of financial institution experience

• Minimum of 1 year of management experience

• Ability to monitor and manage the various goals, deadlines, and assignments of the Financial Reporting team

• Fosters a culture of independence, excellence, continual improvement, and collaboration amongst team

• Exhibits strong problem solving skills, identifies issues, and guides team through conflicts or roadblocks

• Able to delegate effectively to manage workload and grow team members

• Knowledge of Microsoft Office Suite with proficiency in Excel

• Excellent organizational, analytical, and communication skills

• Ability to manage multiple projects and meet deadlines

Preferred:

• 2 to 4 years public accounting experience, preferably with financial institution audit experience

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.