Financial Reporting and Accounting Policy Manager

Tristate Capital Bank

Pittsburgh, PA

JOB DETAILS
SKILLS
Accounting, Accounting Policies, Accounting Standards and Regulations, Ad Hoc Financial Modeling, Advertising, Analysis Skills, Bank Management, Banking Services, Business Analysis, Business impact analysis (BIA), CSS (Cascading Style Sheet), Calendar Management, Campaigns, Certified Public Accountant (CPA), Communication Skills, Cookies, Detail Oriented, External Audit, Federal Deposit Insurance Corp (FDIC), Finance, Financial Accounting Standards Board (FASB), Financial Analysis, Financial Control, Financial Management, Financial Planning, Financial Reporting, Financial Services, Financial Statements, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Government, Head of Finance, Insurance, Internal Audit, Interpret Regulations, Investment Strategy, Investor Relations, Leadership, Liquidity, Loans, Maintain Compliance, Management Reporting, Mentoring, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, News and Media, Online Banking, Organizational Skills, People Management, Performance Analysis, Policy Development, Presentation/Verbal Skills, Privacy Controls, Process Improvement, Project/Program Management, Public/Media/Press/Analyst Relations, Regulations, Regulatory Compliance, Regulatory Reports, Regulatory Requirements, Reporting Skills, Requirements Management, Research Skills, SEC Filings, Sales, Securities and Exchange Commission (SEC), Social Media, Technical Accounting, Technical Research, Time Management, Treasury Management, User Interface/Experience (UI/UX), Web Browsers, Writing Skills
LOCATION
Pittsburgh, PA
POSTED
4 days ago

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Financial Reporting and Accounting Policy Manager

Department: Enterprise Reporting

Location: Pittsburgh, PA

The Financial Reporting and Accounting Policy Manager is responsible for overseeing the Bank's external financial reporting, regulatory reporting, accounting policy governance, and financial reporting controls. This role leads the preparation, review, and submission of key reporting deliverables, including SEC disclosure support provided to the parent, FFIEC Call Reports, Board of Directors reporting materials, and other regulatory or management reporting requirements.

This role supervises financial reporting staff and plays a key leadership role in supporting external audits, regulatory examinations, accounting policy development, and ongoing reporting process improvements.

Primary Functions of the Position:

  • Lead the preparation, review, and timely submission of quarterly and annual financial reporting deliverables, including SEC reporting and disclosure support provided to the parent company, FFIEC Call Reports and related regulatory schedules, Board reporting packages, and other management or regulatory reporting requirements
  • Lead the preparation, review, and timely submission of the bank's annual financial statements (September 30th year -end.)
  • Coordinate reporting timelines across the Bank and manage reporting calendars to ensure timely submission of required filings
  • Maintain accounting policies, perform technical accounting research and document conclusions
  • Stay current on new and evolving accounting and regulatory (FASB, SEC and FFIEC) reporting requirements, assess impact on the business and ensure compliance for accurate reporting
  • Participate in bank examinations and internal and external audits
  • Design, document, and monitor key internal controls over financial reporting and regulatory reporting.
  • Ensure supporting documentation is complete, accurate, and audit-ready.
  • Partner with financial and business subject matter experts to ensure compliance with reporting requirements
  • Create and maintain reports within the general ledger and core systems
  • Identify opportunities to improve the efficiency, accuracy, and scalability of financial reporting processes.
  • Research and interpret regulatory accounting and reporting guidance
  • Perform ad-hoc financial reporting and analysis
  • Assist Controller, CAO, other Finance leaders, and CFO with accounting and reporting related projects and initiatives as needed
  • Supervise, mentor, and develop financial reporting staff
  • Other duties as assigned

Education and Experience Requirements:

  • Bachelor's degree in finance or accounting required; CPA preferred
  • Minimum of 4 to 6 years of experience in financial reporting
  • 5-10 years of overall accounting/finance experience preferred
  • Big 4 Experience is preferred

Essential Skills and Abilities:

  • Proficient in US GAAP and relevant accounting and financial reporting matters
  • Strong project management and organizational skills; ability to independently and simultaneously manage various tasks and projects in a fast-paced environment and flexibility to work hours needed to meet deadlines
  • High degree of intellectual curiosity combined with immense attention to detail
  • Ability to research and propose company positions on complex accounting and reporting issues
  • Excellent verbal and written communication skills to articulate ideas and plans clearly and effectively with internal and external audience
  • Proficiency with Microsoft Excel, Word and PowerPoint required
  • Bank industry financial, regulatory, or SEC reporting knowledge and experience required

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TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.

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Tristate Capital Bank