John Marshall Bank · 1 day ago
Financial Reporting & Technical Accounting Analyst
Reston,VA,US
Full-time
Onsite
Entry, Mid Level
2+ years expJohn Marshall Bank is hiring a Financial Reporting and Technical Accounting Analyst. The role involves assisting with the preparation of SEC filings and ensuring compliance with SEC Exchange Act filing requirements, while also supporting internal and external accounting matters.
BankingFinancial ServicesInsuranceProperty Management
No H1B
Responsibilities
Support SEC filings including Quarterly and Annual Reports on Form 10-Q/K, Proxy Statement, Form 8-K, Form 3/4s and other filings, as required
Assist with the preparation of the quarterly earnings release and investor presentations, as needed
Assist in the preparation of the SEC filings, including preparation of footnotes, schedules to support the financial statements and footnotes, MD&A and other SEC required items
Review XBRL tagging completed by SEC reporting vendor and monitor changes in XBRL reporting requirements to ensure compliance
Support the issuance of press releases to announce earnings and other relevant financial announcements
Assist in the preparation of other management and Board of Director reports and technical accounting memorandums
Organize large volumes of data to create meaningful analysis and trend reports
Support the Financial Reporting team in collaborating with external auditors throughout the year to identify all information needed to facilitate the audit of the financial statements and to address efficiencies that may be gained in the audit process
Support and maintain documentation surrounding processes, procedures and controls related to the SEC reporting
Respond to business unit accounting questions or requests for support and drives quality and process improvements
Support the Financial Reporting team in monitoring evolving accounting guidance and maintain in-depth knowledge of US GAAP and SEC rules
Perform disclosure research by reviewing examples of peer company financial statement disclosures and support the Financial Reporting team in the development of new SEC disclosures
Assist with the implementation of new accounting and reporting guidance. This includes working closely with impacted departments, supporting the Financial Reporting team in drafting technical memorandums, position papers and/or policy, ensuring the guidance is implemented appropriately and incorporating the required disclosures into our quarterly and annual SEC filings
Support the allowance for credit losses model and review adequacy in accordance with policy
Support the preparation of the budget, financial forecasts and projections, utilizing historical data to inform accurate budget planning and future financial expectations
Maintain a good working relationship with bank employees
Demonstrate strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department, and in turn the organization
Work closely with other functional areas (i.e., operational accounting & reporting, investment accounting, tax, treasury) to resolve issues and support the achievement of business and department goals
Collaborate with teammates and initiate ideas to identify, design, and implement process improvements for greater efficiency and effectiveness
Participate in other strategic accounting and business projects as they arise for the purpose of achieving functional goals and objectives
Assist in special projects for technical accounting and external reporting
Assist in Company’s transition project from FDIC ICFR requirements to SOX 404(b) for 2027 implementation
Performs additional duties as assigned
Qualification
Required
Certified Public Accountant (CPA) (or CPA candidate with a track record progress towards obtaining a CPA license)
Bachelor's degree in Accounting
2+ years of professional experience in public accounting and/or SEC reporting
Working knowledge of key accounting standards impacting banking industry
Advanced proficiency with Microsoft Excel (including pivot tables and macros) and other Office products including Word and PowerPoint
Unquestionable integrity in handling sensitive and confidential information
Demonstrated ability to support business decisions through in-depth quantitative analysis, financial modeling, graphical presentation and concise analytical writing
Strong problem-solving, exceptional attention to detail, organizational, data review and time management skills with the ability to accurately manage multiple assignments, goals, and reporting requests, ensuring deadlines are met
Ability to work effectively with a team
Preferred
Banking industry and/or Financial Services industry prior experience
Experience with core banking systems and report writing software
Experience with financial reporting technology such as Toppan Merrill
Proven Ability to meet tight reporting deadlines in a fast-paced environment
Strong listening, verbal, written, and communication skills, including effective questioning strategies
Ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences
Resourceful, self-motivated and intellectually curious
Ability to learn and adapt to new technologies quickly
Benefits
Medical
Dental
401K Retirement Plan w/ an Employer Match
Vision
Employee Assistance Program
Flexible Spending
Transit Reimbursement
Long Term Care
Paid Time Off
Life and Disability Coverage
Company
John Marshall Bank
John Marshall Bank is a community bank that delivers tailored banking services and remarkable client experiences.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-11-22IPO
Leadership Team
Charles Kapur
SVP / Director of Deposit Services
Christopher Mullings
Senior Vice President and Commercial Team Lead
Recent News
EIN Presswire
2025-10-23
Company data provided by crunchbase