ABOUT THE ROLECountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a
Financial Reporting Manager to help grow our Accounting Department. This in-person role is in our Plano, TX office. The Financial Reporting Manager is responsible for overseeing the preparation, review, and analysis of the Company's financial statements and related financial reporting. This position plays a key role in ensuring the accuracy, completeness, and timeliness of financial information and compliance with U.S. generally accepted accounting principles (GAAP).
The Financial Reporting Manager will work closely with the Corporate Controller, accounting team, external auditors, and other departments throughout the organization. The position will also serve as a technical accounting resource and will assist with the evaluation and implementation of new accounting standards and complex or non-routine transactions.
ESSENTIAL DUTIES & RESPONSIBILITIES - Lead the preparation and review of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.
- Prepare financial statement footnotes and other supporting disclosures for use in quarterly SEC filings
- Prepare quarterly loss reserve calculations for consumer, construction, and commercial loans receivable
- Prepare quarterly indemnification reserve calculations for serviced loan portfolios
- Prepare cash flow modelling and related calculations for accretion purchase discount on acquired loan portfolios
- Prepare monthly financial forecasts, including GAAP earnings, cash, and loans receivable
- Review account reconciliations, journal entries, supporting schedules, and other financial information for accuracy and completeness.
- Analyze financial results and investigate unusual or unexpected account fluctuations.
- Assist with the consolidation of multiple legal entities, including intercompany accounts and elimination entries.
- Research and document the accounting treatment for complex or non-routine transactions and prepare technical accounting memoranda as needed.
- Monitor new accounting pronouncements and evaluate their potential impact on the Company.
- Lead or assist with implementation of new accounting standards, including development of appropriate accounting policies, processes, and disclosures.
- Coordinate with external auditors during annual financial statement audits and other audit or review procedures.
- Prepare and maintain audit schedules and supporting documentation and respond to auditor requests.
- Maintain and enhance financial reporting processes, controls, and documentation.
- Assist with the design, implementation, and monitoring of internal controls over financial reporting.
- Partner with operational accounting teams and other departments to resolve accounting and reporting matters.
- Develop, document, and maintain Company accounting policies.
- Identify opportunities to improve the efficiency and accuracy of the financial close and reporting processes.
- Provide technical accounting guidance and training to accounting personnel.
- Review the work of and provide guidance to staff and senior accountants involved in the financial reporting process.
- Assist with treasury operations as needed
- Perform other duties and special projects as assigned
POSITION REQUIREMENTS, CAPABILITIES, & SKILLSThe successful candidate will have a strong technical accounting foundation combined with the ability to understand how accounting requirements apply to actual business transactions. The individual must be comfortable researching accounting guidance, reaching well-supported conclusions, and communicating those conclusions clearly to both accounting and non-accounting personnel.
The position requires strong organizational skills, sound professional judgment, attention to detail, and the ability to operate effectively in a deadline-driven environment. The Financial Reporting Manager should also be able to identify weaknesses or inefficiencies in existing processes and develop practical solutions that improve the quality and timeliness of financial reporting.
- Consistently meets and exceeds individual, team and department objectives
- Perform other duties and special projects as assigned
MINIMUM QUALIFICATIONS - Active Certified Public Accountant (CPA) license required.
- Bachelor's degree in Accounting required.
- Five years of progressive accounting and financial reporting experience, including 2-3 years of public accounting experience.
- Strong knowledge of U.S. GAAP and financial statement preparation.
- Experience researching and documenting technical accounting matters.
- Experience coordinating with external auditors and supporting annual financial statement audits.
- Strong understanding of financial close processes, account reconciliations, consolidations, and internal controls.
- Advanced Microsoft Excel skills.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to manage multiple deadlines and priorities.
PREFERRED QUALIFICATIONS - Combination of public accounting and corporate accounting experience.
- Experience with a national or regional public accounting firm.
- Experience preparing or reviewing audited financial statements and related footnote disclosures.
- Experience with multi-entity consolidations and intercompany accounting.
- Experience with business combinations, purchase accounting, debt and financing transactions, or other complex accounting matters.
- Experience in the financial services, mortgage banking, lending, servicing, or other regulated financial industry.
- Experience working with accounting and financial reporting systems and implementing process improvements or automation.
WE OFFER- Competitive Salary
- Medical/Dental/Vision Insurance
- Paid Holidays
- 401K Match
- Generous PTO
- FSA/HSA Plans
- Life /Disability/Accidental Insurance and much more!
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
