Financial & Reporting Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Avidia Bank · 13 hours ago

Financial & Reporting Analyst

Avidia Bank is seeking a Financial & Reporting Analyst to assist in the preparation and filing of external reporting with the SEC and other regulatory agencies. The role involves ensuring compliance with regulations and providing strategic financial insights to support the organization’s goals.

BankingFinancial ServicesMobileMortgage
check
Comp. & Benefits

Responsibilities

Prepare and review SEC filings, including the Form 10-K/Q, Form 8-K, and other required reports
Ensure compliance with SEC regulations and GAAP standards
Prepare the Bank’s Call Report and all associated regulatory reporting requirements
Prepare other daily, weekly, monthly, and/or quarterly regulatory reports
Collaborate with cross-functional teams to gather financial data and insights
Assist in the development and implementation of financial reporting policies and procedures
Monitor changes in regulations and assess their impact on financial reporting
Participate in the preparation of quarterly earnings releases and investor presentations
Support the external audit process by providing necessary documentation and explanations
Record, analyze, and reconcile investment transactions for the Company
Assist with ad-hoc information requests, reporting needs and cross-functional projects as necessary

Qualification

SEC financial reportingGAAP standardsFinancial softwareCECLDeferred tax assetsAnalytical skillsProblem-solving skillsAttention to detailCommunication skillsInterpersonal skills

Required

Strong knowledge of SEC regulations and financial reporting standards
Excellent analytical and problem-solving skills
Proficient in financial software and Microsoft Excel
Strong attention to detail and ability to meet tight deadlines
Excellent communication and interpersonal skills

Preferred

Bachelor's degree in Accounting, Finance, or a related field
Minimum of 3-5 years of experience in SEC financial reporting or public accounting
Experience with CECL and deferred tax assets

Company

Avidia Bank

twittertwittertwitter
company-logo
Avidia Bank is a responsive and independent community bank providing the best banking and financial services.

Funding

Current Stage
Public Company
Total Funding
unknown
2025-08-01IPO

Leadership Team

leader-logo
Robert D Cozzone
President and CEO
linkedin
leader-logo
Robert Conery
COO, EVP
linkedin
Company data provided by crunchbase