Job Title: Financial Reporting and Accounting Policy Manager
Department: Finance
Location: Pittsburgh, PA
Summary of the Position:
TriState Capital Bank is seeking a Financial Reporting and Accounting Policy Manager to oversee the preparation of various internal reports and regulatory/external filings. This position will report to the Senior Vice President of Finance and work in the downtown Pittsburgh headquarters. This position will have the opportunity to learn the entire financial reporting process for a regional bank approaching $15 billion in assets and be responsible for supervising a staff that prepares, supports, and submits of a number of financial reports.
Primary Functions of the Position:
- Responsible for the completion, review, and timely submission of all the Company’s quarterly internal and external reporting, including:
- SEC disclosure information for forms 10-Q and 10-K
- Regulatory call report (FFIEC 041) and other regulatory reporting as applicable
- Board schedules, peer analysis and various other internal reports
- Assist with quarterly earnings release and investor materials to ensure all financial data is accurate
- Maintain accounting policies, perform technical accounting research and document conclusions
- Stay current on new and evolving accounting and regulatory (FASB, SEC and FFIEC) reporting requirements, assess impact on the business and ensure compliance for accurate reporting
- Participate in bank examinations and internal and external audits
- Assess, develop, and maintain proper controls and robust documentation
- Partner with financial and business subject matter experts to ensure compliance with reporting requirements
- Create and maintain reports within the general ledger and core systems
- Look for opportunities for continuous process improvement
- Research and interpret regulatory accounting and reporting guidance
- Perform ad-hoc financial reporting and analysis
- Assist Controller, Finance SVPs, and CFO with accounting and reporting related projects and initiatives as needed
- Work closely in coordination with other finance/accounting personnel as needed
Education and Experience Requirements:
- Bachelor’s Degree in Finance or Accounting required; CPA preferred
- Minimum of 2 years in financial reporting
- 4-6 years of overall accounting/finance experience preferred
Essential Skills and Abilities:
- Proficient in US GAAP and relevant accounting and financial reporting matters
- Strong project management and organizational skills; ability to independently and simultaneously manage various tasks and projects in a fast-paced environment and flexibility to work hours needed to meet deadlines
- High degree of intellectual curiosity combined with immense attention to detail
- Ability to research and propose company positions on complex accounting and reporting issues
- Excellent verbal and written communication skills to articulate ideas and plans clearly and effectively with internal and external audience
- Proficiency with Microsoft Excel, Word and PowerPoint required
- Bank industry financial, regulatory, or SEC reporting experience required
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Job Title: Accounting and Financial Reporting Analyst
Department: Finance
Location: Pittsburgh, PA
Summary of the Position:
The Accounting and Financial Reporting Analyst is an integral member of TriState Capital Bank’s Finance Team and reports directly to the Financial Reporting and Accounting Policy Manager. The Accounting and Financial Reporting Analyst assists in the preparation of the Bank’s regulatory, SEC and board reporting, along with other internal and ad hoc reporting.
Primary Functions of the Position:
- Ensures timely and accurate preparation of internal and external financial reporting deliverables for management’s review
- Prepares schedules to support regulatory reports to the Securities and Exchange Commission, Federal Deposit Insurance Corporation, Federal Reserve Bank, and Federal Home Loan Bank, including quarterly reports on the Form 10-Q, annual reports on Form 10-K, the quarterly Call Report and other applicable regulatory reporting, and Qualified Collateral Reports
- Prepares and provides supporting documentation for board schedules, peer analysis, and various other internal reports
- Creates and maintains reports within the general ledger, Microsoft Excel, and various other systems used by the Bank, as supporting documentation
- Continuously looks for opportunities to improve processes for purposes of enhancing controls and gaining efficiencies
- Keeps abreast of emerging accounting, reporting and disclosure requirements issued by the FDIC, Federal Reserve, FASB and SEC
- Effectively participates in and executes ad hoc projects and assignments
- Work closely in coordination with other finance/accounting personnel as needed
Education and Experience Requirements:
- Bachelor’s Degree in Finance or Accounting required
- 3-5 years of overall accounting and financial reporting experience required
Essential Skills and Abilities:
- Broad understanding of GAAP accounting required
- Bank industry financial and regulatory accounting and reporting knowledge is a plus
- Proficiency with Microsoft Excel, Word and PowerPoint required
- Well-developed organizational, analytical and problem-solving skills aligned with excellent attention to detail and time management
- Ability to sustain productivity and maintain focus and composure under pressure to meet critical deadlines in a fast-paced professional environment
- Strong work ethic, sound judgment, initiative, and the ability to work effectively both independently and in a team environment.
- Strong written and verbal communication skills
- Experience with Hyperion, Prologue GL, FIS and Call Reporter Premier, and Wdesk a plus
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The Financial Systems Analyst will be responsible for understanding, supporting and administration of the Finance and Accounting (“F&A”) technology systems including how they interact with other systems within the organization. The role will support our F&A group as they partner with the organization on data extraction and reporting initiatives. This position will drive data quality by supporting automation of reporting, enhancing current tools and building out new ones to create self-serve reporting for the businesses. The role coordinates internal systems to obtain, validate and optimize data flow to provide analytical support.
Primary Functions of the Position:
- Help maintain and manage technical systems for Finance & Accounting (F&A)
- Assist in coordinating and prioritizing key projects across the F&A function
- Serve as the subject matter expert for the reporting and budgeting system
- Focus on driving cleaner data for financial and managerial reporting
- Establish data audit processes and partner with various teams for execution
- Conduct requirements gathering activities and stakeholder interviews as needed
- Design and validate solutions and coordinate with F&A for alignment with goals
- Review current department reporting, identify opportunities for improvement and execute
- Work with F&A to assist with data-related technical issues and support their data analysis
- Identify and understand reporting needs, design and implement solutions
- Support ad hoc queries and other requests as needed
Education and Experience Requirements:
- Bachelor’s degree in finance, computer science, accounting, or a related field
- Minimum of 5 years of progressive experience in financial planning and analysis (FP&A), data analytics or related field
- Banking or financial services industry experience preferred
Essential Skills and Abilities:
- Ability to understand and manage technical systems
- Data extraction, analysis, and reporting experience with complex ERP systems
- Very high attention to detail and accuracy with strong analytical skills
- Advanced MS Excel skills, Power BI and SQL
- Knowledge of financial concepts, including how operating budgets are created
- Experience working on cross-functional teams
- Ability to communicate clearly and effectively to business and technical associates
- Demonstrated ability to track and drive initiatives to successful completion
- Eager to learn with a proven track record of self-learning
- Excellent verbal and written communication skills
- Ability to effectively prioritize and manage multiple tasks and deadlines
