This role leads GBC's SEC and bank regulatory reporting and helps build the processes and controls needed for public-company reporting. The Director will own key filings, address technical accounting matters, and work closely with executive management, auditors, legal counsel, regulators, and Investor Relations.
Key Responsibilities:
SEC and Regulatory Reporting
• Prepare and review SEC filings, including Forms 10-K, 10-Q, 8-K, registration statements, and proxy materials.
• Oversee bank regulatory filings, including Call Reports, FR Y-9, FR Y-9C, FR Y-6, FR Y-10, FR 2900, and FR 2644.
• Manage quarterly and annual financial statements, footnotes, and the external reporting calendar.
• Maintain disclosure controls and supporting documentation.
Technical Accounting and Controls
• Research and document complex accounting matters under U.S. GAAP and SEC guidance.
• Prepare technical accounting memoranda and evaluate new standards, products, and transactions.
• Support the design, documentation, testing, and remediation of internal controls over financial reporting and SOX readiness.
• Coordinate reporting matters with Internal Audit and external auditors.
Public Reporting and Stakeholder Support
• Support earnings releases, investor presentations, board materials, and other public financial communications.
• Serve as a primary contact for external auditors on financial reporting matters and support regulatory examinations and requests.
• Improve reporting workflows, governance, accuracy, and automation.
• Develop team members involved in financial and regulatory reporting.
Requirements
• Bachelor's degree in accounting, finance, or a related field; active CPA strongly preferred.
• At least eight years of progressive accounting and financial reporting experience.
• At least five years of SEC reporting experience with a public company, financial institution, or public accounting firm.
• Hands-on experience with Forms 10-K, 10-Q, and 8-K and with bank regulatory reporting.
• Strong knowledge of U.S. GAAP, SEC reporting, bank regulatory reporting, disclosure controls, and internal controls over financial reporting.
• Ability to manage multiple deadlines and communicate clearly with senior management, auditors, counsel, and regulators.
• Advanced Microsoft Excel skills; Workiva experience strongly preferred.
Measures of Effectiveness
• Accurate, timely, and well-supported SEC and regulatory filings.
• Clear reporting ownership, calendars, controls, and documentation.
• A scalable reporting process that supports GBC as a public company.
