Overview
Responsibilities include developing and tracking of key statistical information and performance metrics, preparing various reporting views, gathering requirements for new reporting, Organizing and presenting data to management.
Job Description

• Assist in the preparation of external financial reporting documents which include 10Qs, 10Ks, and other required filings
• Prepare supporting work papers and tie outs for all fillings
• Prepare statements of cash flows for the subsidiaries
• Complete GAAP and SEC checklists
• Assist in the debt compliance reporting process, including understanding of debt agreements and creating the necessary reporting from those agreements
• Deliver data and other support information requests as needed for audits and reviews conducted by external auditors
• Participate in the earnings release process including assisting with the preparation of the quarterly management reporting package, preparation and analysis of support for investor relations as required and review of financial information included in the earnings release and script;
• Creation of reporting Views
• Provide analytical support to Manager
• Gather requirements for new reporting and develop of new reporting views
• Organize, prepare, and present data to management
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization's desired culture and values

Ideal Candidate will have the following:

• Requires a BA/BS in Finance/Accounting; Master's degree in accounting preferred
• CPA certification a plus (or in the process of passing the CPA exam)
• SEC and technical reporting experience (10Ks, 10Qs, 8Ks) preferred
• Moderate understanding and application of GAAP and SEC/financial reporting requirements including financial statements and financial statement footnotes
• Must be highly proficient in Excel and Word
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem solving, mathematical skills and sound judgment
• Financial Services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management
• Must be highly proficient in Excel and Word
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem solving, mathematical skills and sound judgment
• Financial Services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management

Years of Experience:
1Education:
Bachelor's Degree