Financial Planning and Analysis

• Ensure that all regulatory, legal, and public financial reporting requirements are met, timely and accurately
• Apply business and accounting knowledge to perform SEC financial reporting
• Prepare or review monthly, quarterly, and annual subsidiary financial statements
• Supervise the senior analysts within the group
• Support the financial statement and footnote preparation for 10-Q quarterly reporting, 10-K annual reporting
• Coordinate and perform regulatory reporting
• Support the preparation of quarterly MBFRF and NMLS filings
• Review and distribute monthly net worth and liquidity calculations
• Maintain reporting models, coordinate the gathering of statistical data, and file the reports
• Support the annual financial statement agency filings
• Provide ad-hoc reporting for state level compliance exams and filings
• Prepare/review complex schedules, including cash flow statements
• Develop and maintain comprehensive work papers supporting external financial reporting
• Review, maintain and recommend improvements regarding policies and procedures in the financial reporting department
• Assist with information request from external auditors during quarter and year-end financial reporting processes
• Assist in developing/maintaining adequate Sarbanes Oxley compliance process
• Supervise, train, develop and motivate a highly competent financial team
• Participate in and/or lead various functional, cross-functional, or enterprise-wide, projects and initiatives

Director of Financial Reporting

Accounting and Finance Trainee