• Senior Analyst, Financial Reporting (Contingent)

    Job Locations
    US-CA-San Francisco
  • Overview

    The Senior Analyst will be a member of the team responsible for completing financial statements, schedules and disclosures for SEC, FDIC and management reporting purposes (including earnings release, 10-Q, 10-K and Call report schedules).  The Senior Analyst will be responsible for accurately compiling, analyzing and interpreting financial information that is distributed externally and internally.  The Senior Analyst will help research and provide guidance on accounting and reporting issues.  The Senior Analyst will prepare documentation with respect to internal controls over financial reporting (Sarbanes Oxley) and quarterly audit work-papers.


    • Prepare financial statements in accordance with SEC, FDIC or internal reporting requirements and organize/maintain applicable supporting documentation for every filing. 
    • Prepare schedules and disclosures for SEC reports, FDIC regulatory filings and internal financial reports.
    • Perform financial analyses and reconciliations as necessary.
    • Research and provide guidance on accounting and regulatory reporting issues.
    • Update and maintain documentation with respect to internal controls over financial reporting (Sarbanes Oxley).
    • Interact with independent auditors; coordinate audit requests; prepare audit work-papers.
    • Lead or assist with special accounting/reporting projects as assigned.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



    • Bachelor’s degree in Accounting.
    • 3-4 years of experience at a Big 4 or national accounting firm (external audit) or mix public accounting/SEC reporting/financial reporting experience.
      Banking experience preferred.
    • CPA preferred.
    • Strong understanding of GAAP and SEC reporting requirements.
    • Excellent analytical and organizational skills.
    • Detail-oriented approach to problem solving and ability to learn systems (reporting, record keeping, etc.) and processes quickly.
    • Effective interpersonal skills.
    • Strong written and oral communication skills.
    • Proficient in Word and Excel.
    • Oracle and Hyperion experience a plus.
    • WebFilings experience a plus.
    • Ability to handle multiple tasks/projects and meet tight deadlines.
    • Self-motivated individual with a strong interest in accounting and reporting issues.


    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.

    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.

    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.

    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.


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