Financial Reporting Analyst

Posted Tuesday, December 9, 2025 at 8:00 AM | Expires Tuesday, January 27, 2026 at 7:59 AM

The position of Financial Reporting Analyst will support various financial reporting functions, such as assisting in the preparation of certain ad hoc, monthly, quarterly, and annual financial report relating to internal reporting (i.e. Board, ALCO, etc.), contributing to SEC filings (including preparation of support for Form 10-K, 10-Q, and 8-Ks) and preparing and maintaining support for Section 16 filings. This individual will also support other accounting activities, such as Fin Tech and credit card settlements.

1. Upholds, at all times, the Bank’s Core Values of:
Integrity, Respect, Positive Attitude, Empowerment, Accountability, and Excellence.

2. Delivers on the Bank’s tagline of “Your Best Banking Experience – Ever!” by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees.

3. Support preparation of SEC filings, including footnote support and disclosures within the SEC Forms 10-K, 10-Q, and 8-K, as well as other required SEC filings as necessary. This person is responsible for ensuring all approvals and documentation is collected and maintained appropriately.

4. Prepare Section 16 and other insider filings for subsequent review by senior accounting management, including SEC Forms 4 and 144. Ensure all required documentation and approvals are obtained for each transaction.

5. Build and maintain reports within Fiserv Prologue application, including but not limited to general ledger reporting, KPI reporting, and budget to actual reporting.

6. Assist with maintenance of SOX documentation, including process narratives, control evidence, and testing support, including distribution of walkthroughs and controls to members of senior management for review quarterly, tracking changes, and ensuring all documents are maintained in accordance with regulatory requirements.

7. Assist in tracking and maintenance of stock award and compensation activity, including calculation of earnings per share, diluted earnings per share, tracking of stock compensation expense and calculating the impact of forfeiture transactions.

8. Support month-end and quarter-end close activities, including journal entries, account reconciliations, and variance analysis.

9. Assist with preparation of quarterly FFIEC Call Report and related support.

10. Assist in the preparation of data for the annual budgeting process for the bank.

11. This individual will support other accounting activities, such as Fin Tech and credit card settlements.

12. Assistance with documentation preparation and upload for ongoing accounting audit and examination requests.

13. Other duties as assigned.

The position of Financial Reporting Analyst is not currently responsible for the supervision of any employee(s).

This position requires the ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

• License/Certification/
  
  Education:
  
  Requires a bachelor’s degree in Finance, Accounting, or Business Management w/3+ years of relevant experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution accounting or analyst background. Educational experience, through in‑house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related.
• Analytical expertise applied to driving business decisions. Excellent time management skills along with demonstrated ability to set deadlines and execute on time‑sensitive projects.
• Experience with public company SEC and SOX requirements encouraged.
• Effective financial modeling; savvy with Microsoft Excel and Microsoft Word. Outstanding presentation and interpersonal skills, including the ability to interact effectively with senior…