Climate First Bank · 6 days ago
SEC Reporting and Investor Accountant
United States
Full-time
Onsite
Senior Level
6+ years expClimate First Bank is redefining banking with a commitment to sustainability and ethical practices. They are seeking an SEC Reporting and Investor Accountant to manage SEC filings and support complex accounting and external reporting activities, ensuring compliance with GAAP and regulatory standards.
Banking
Hiring Manager
Tiffany Perez
Responsibilities
Prepare and file SEC reports, including Form 10-K, 10-Q, 8-K, and XBRL
Draft and review financial statements, MD&A, and business descriptions
Manage reporting calendars to align internal stakeholders and external deadlines
Oversee tools and systems used for SEC reporting, including Dfin and EDGAR interfaces
Research, interpret, and apply complex GAAP and SEC guidance to new, unusual, or non‑routine transactions
Evaluate the impact of new accounting and regulatory pronouncements on the Bank’s financial reporting
Develop and support the implementation of new accounting standards and internal policies as needed
Review existing accounting policies for consistency, compliance, and best‑practice alignment
Analyze discrepancies and recommend practical, well‑supported accounting solutions
Clearly document accounting positions and conclusions for internal and external use
Support Investor Relations with accurate financial data, investor presentations, and Board‑ready materials
Assist with quarterly earnings releases, supplements, and external presentations
Prepare quarterly financial packages and insights for senior leadership and the Board of Directors
Serve as a key point of contact for internal and external auditors
Translate complex financial information into clear insights for non‑technical audiences
Qualification
Required
Bachelor's degree in Accounting
6+ years of experience with preparing and analyzing financial information
Certified Public Accountant (CPA) designation
Advanced knowledge in SEC reporting, GAAP, multi-company consolidations, Microsoft office products, Dfin and EDGAR software
Strong understanding of regulatory expectations unique to public or regulated entities
Experience in financial institutions or banking industry is a strong plus
Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results
Master Communicator - You communicate with confidence, precision, and professionalism
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product
Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do
Benefits
100% employer-paid for employees; employer contribution for dependents by Us
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period.
Employee Stock Options
Exclusive Employee Banking Perks
0% Financing for Employee Solar Loans
Employee Only Mortgage Product with exclusive interest rates and terms.
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
64 Hours of Paid Sick Time for all full-time employees.
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services.
Company
Climate First Bank
Climate First Bank is a values-based community bank that provides a full range of traditional banking products.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$76MKey Investors
EJF Capital
2025-10-31Debt Financing· $30M
2025-07-07Series Unknown· $46M
2021-04-30Series Unknown
Leadership Team
Kenneth LaRoe
CEO Climate First Bancorp and Executive Chairman of Climate First Bank
Paul Pickhardt
EVP, Director of Government Guaranteed Lending
Recent News
2025-12-08
Company data provided by crunchbase