Accounting, Accounting Standards and Regulations, Ad Hoc Financial Modeling, Analysis Skills, Banking Services, CISA - Certified Information Systems Auditor, Certified Public Accountant (CPA), Coaching, Communication Skills, Customer Support/Service, Detail Oriented, Documentation, Establish Priorities, Finance, Financial Accounting Standards Board (FASB), Financial Management, Financial Reporting, Financial Services, Financial Statements, Financial Transactions, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Human Resources, Insurance, Interpersonal Skills, Leadership, Manual Dexterity, Mentoring, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Pinnacle, Presentation/Verbal Skills, Problem Solving Skills, Public Accounting, Reconciliation, Regulations, Regulatory Reports, Reporting Skills, Resolve Customer Issues, SEC Filings, Sarbanes-Oxley Act (SOX), Service Delivery, Team Lead/Manager, Telephone Skills, Time Management, Treasury Management, Writing Skills
Job Summary:
A Finance Manager should demonstrate commitment to delivering distinctive service. This position will be responsible for performing a variety of professional level accounting duties involved in preparing, maintaining, analyzing, verifying, and reconciling complex financial transactions and statements.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Research any complex accounting treatment issues and provide interpretation of accounting standards Finance team to ensure all transactions are recorded in accordance with standards promulgated by the Financial Accounting Standards board. Prepare any ad hoc financial reports for bank, holding firm, consolidated and/or individual operating units upon request. Prepare limited general ledger reconciliations, ensuring the reconciliations are completed timely and accurately. Review various reconciliations prepared by teammates, ensuring balances agree to supporting documentation and identifying any stale items. Develop, implement, and maintain processes and procedures to ensure that the books and records are in compliance with U. S. GAAP. Complete regulatory reporting, including various Call Report schedules, various Y9C schedules and the Y9LP, and well as assisting with the compilation of materials for regulators. Participate in the quarterly SEC Reporting framework. Ensure the department complies with laws, regulations, accounting standards and internal policies/procedures to protect the asset quality of the organization and produce financial reporting that is accurate and timely including compliance with Sarbanes-Oxley requirements. Serve in a leadership capacity, supervising and mentoring team members to ensure assigned responsibilities are completed efficiently. Conduct coaching sessions and complete routine human resources-related responsibilities, as necessary. Meet all the client''s financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: College degree is preferred -- accounting, finance, or business-related field.
Minimum Experience:Minimum of 10 years'' experience in financial services. Management/team leader experience preferred.
Required Knowledge, Skills & Abilities:Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Thorough understanding on Generally Accepted Accounting Principles (GAAP). Excellent verbal and written communication skills. Solid leadership and interpersonal skills. Strong analytical background and quantitative skills. Effective analytical and problem-solving ability with a strong attention to detail. Ability to work independently as well as collaboratively and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Preferred Education, Experience, Certifications, Knowledge, Skills, & Abilities
- CPA , CIA or CISA
- Masters degree
- Public accounting experience
- Banking experience
- Large Financial Institution Experience ($100 bill+)
- AxiomSL / Nasdaq Reporting Software
- This position can be based at any location within footprint. May consider remote outside of footprint if in a payroll approved state. If within footprint hybrid required.