Description

We are seeking a Senior Financial Analyst based in Martin and St. Lucie County, Florida. The successful candidate will join our team in a role that is central to the financial operations of the company. The role involves preparing and overseeing external filings, engaging with business units to analyze financial results, and maintaining a strong knowledge of accounting rules.

Responsibilities

• Prepare quarterly external filings such as Form 10-Q and Form 10-K for timely completion of periodic and transactional filings.

• Coordinate with business lines and accounting teams for timely and accurate deliverables.

• Oversee end-to-end processes for loans and allowance, including analysis of monthly activity, review and testing of company models.

• Analyze and review financial statements and disclosures to ensure appropriate application of GAAP.

• Oversee financial systems, data quality, and data accessibility to ensure the accuracy and timeliness of financial reporting.

• Engage with business units to analyze the business drivers behind financial results and draft relevant content for investor presentations and SEC filings.

• Evaluate and account for complex issues and transactions, including mergers and acquisitions, lending activities, revenue recognition and other financial accounting and reporting matters.

• Develop and implement changes to accounting processes leveraging technology-based tools to enhance efficiency and accuracy.

• Maintain strong knowledge of accounting rules and emerging issues in assigned areas of expertise and work closely with business units to manage changes in processes and controls.

• Develop and maintain accounting policies, ensuring compliance with GAAP and SEC rules.

Requirements • Candidate must possess a minimum of 5 years of relevant experience in a Financial Analyst role or similar position

• Proficiency in the use of Microsoft Excel for financial analysis and reporting is required

• Must have a strong understanding of GAAP Accounting and be able to apply this knowledge in financial analysis

• Experience with SEC Reporting and familiarity with SEC Regulations are necessary for this role

• Ability to prepare and review Form 10-K and Form 10-Q filings is essential

• Experience with Workiva reporting software is highly desirable

• Knowledge of Mergers & Acquisitions (M& A) processes and procedures is a plus

• Experience in Banking Credit Analysis is required for this role

• Familiarity with Banking Regulation and compliance is necessary

• Prior experience in the Banking Industry is a key requirement for this role

• Ability to work independently, as well as part of a team, to meet deadlines and provide high-quality financial analysis

• Excellent communication and presentation skills to effectively share financial information with team members and stakeholders

• Bachelor's degree in Finance or a related field is required, an advanced degree or certification such as a CFA or CPA is preferred.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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