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Citizens Business Bank · 1 month ago

Financial Reporting Manager

Ontario, CA, US

Full-time

Onsite

Senior Level

$127K/yr - $185K/yr

7+ years exp

Citizens Business Bank is seeking a Financial Reporting Manager responsible for managing the financial reporting process and filings in accordance with GAAP, SEC, and regulatory guidelines. This role oversees accounting policies and technical accounting functions while ensuring accurate and timely reporting of the bank's financial activity.

BankingFinancial Services

H1B Sponsor Likely

Responsibilities

Leads and manages all SEC reporting process and respective filings, including Annual Reports on Form 10-K, quarterly reports on Form 10-Q, and 8-K filings, in an accurate and timely manner

Works with Finance and Accounting team to ensure that the bank’s financial records and reports are in up-to-date condition reflecting changes in the general ledger, in accordance with Company policies and procedures. This includes overseeing the general ledger reconciliation and certification process to ensure complete and accurate reporting of the financial activity of the Bank

Provides support for the preparation of internal reports to management, the Board of Directors, and Committees

Manages the preparation of support and related documentation for quarterly earnings release and investor presentation, including NASDAQ notifications, GlobeNews Wire interface for all PRs, and respective 8-K filings

Assists with banking regulatory filings including the Bank Call report and required reports filed with the Federal Reserve Board, in an accurate and timely manner

Maintains ongoing collaboration with other departments to obtain and review support used in the preparation of earnings releases and external filings, to ensure transactions are captured appropriately in the financial statements

Manages and oversees the maintenance of the SEC reporting software, including review of Xtensible Business Reporting Language (XBRL) tagging of financial statements and footnotes

Leads accounting policy development and provide expert advice and accounting guidance for technical accounting and regulatory issues

Assists the Chief Accounting Officer (CAO) with the ongoing monitoring and interpretation of new GAAP, SEC, regulatory pronouncements, assesses and documents the accounting guidance and related impact, as well as implements the appropriate accounting disclosure treatment, as needed

Assists the CAO with developing and maintaining procedures and documentation, as appropriate

Partners with Finance and Accounting team to ensure accounting policies and procedures are current and provide training as needed

Identifies opportunities and implement improvements to the financial reporting process that enhance efficiency and ensure that filings reflect best practices

Supports accounting research and analysis projects on as-needed basis

Assists with various audits and regulatory examinations

Assists with developing other ad hoc pro forma reports

Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job

Provide, present, and promote the Citizens Experience to all external and internal customers

Oversees and completes special projects and other duties as assigned

Qualification

US GAAPSEC reportingCPAMicrosoft OfficeTechnical writingResearch skillsSupervisory experienceFinancial services experienceProblem-solving

Required

Advanced technical knowledge of US GAAP

Effective technical writing and research skills, and solid experience in the implementation and handling of complex GAAP accounting matters

Strong problem-solving skills and ability to apply sound judgement to facilitate problem identification and adapt to changing situations

Bachelor's degree (B.A.) from a four-year college or university in Accounting or Finance

Requires 7 or more years of accounting experience or combination of work experience and advanced degree

2 years of supervisory experience and relevant experience in the financial services industry and SEC reporting required

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations

Ability to write reports, business correspondence, and procedure manuals

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and apply concepts of basic algebra

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems

Advanced knowledge of Microsoft Office Applications, Excel, Word, PowerPoint are required

Preferred

Licensed CPA or candidate for CPA is highly desirable

Benefits

Annual bonus

Company

Citizens Business Bank

Citizens Business Bank is a banking company that offers financial services to customers.

Founded in 1974

Ontario, California, USA

1001-5000 employees

https://www.cbbank.com

H1B Sponsorship

Citizens Business Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)

2020 (1)