Financial Reporting Director directs and oversees the preparation and distribution of all periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Director confirms that entries, transactions, and accounts are accurately and properly consolidated and are included in internal and external financial statements. Advises management of trends and changes in reporting requirements and recommends best approach for any changes in reporting. Additionally, Financial Reporting Director may serve as a liaison with or oversee the work of external auditors. May direct the preparation of materials for board or shareholders. Requires a bachelor's degree of Accounting or Finance. Typically reports to top management. The Financial Reporting Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Reporting Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Who We Are:
Monterey Financial is a multi-year winner of the San Diego Business Journal's "Best Places to Work in San Diego"!
For over 30 years Monterey Financial Services has been providing superior solutions and performance for businesses looking for consumer financing, loan servicing, and debt collection from its headquarters in Oceanside, California. Our team is made up of talented and dedicated individuals who are both competitive and team-oriented. Monterey Financial is a diverse, niche organization unlike any other in the industry, with significant advancement and growth opportunities.
Who We Are Looking For:
We succeed when our employees succeed. Monterey Financial is looking for motivated individuals with strong communication skills who are eager to take on new challenges in a fast-paced environment. We want candidates looking for long term career opportunities who are eager to grow and learn.
Summary of Role:
As the Reporting Analyst you will lead the charge in aggregating and examining data, developing insightful reports, and delivering actionable intelligence that will guide our leadership in making informed decisions. Your expertise will not only enhance our strategic planning but also improve our operational effectiveness.
A significant part of your responsibilities will include taking the lead on compiling client-specific reports and analysis. This role demands a keen eye for detail and a proactive approach to identifying trends, anomalies, and opportunities within large datasets. By tailoring reports to meet the unique needs of each client, you will directly contribute to customizing our financial solutions, thereby reinforcing our commitment to client success.
Essential Responsibilities:
Qualifications, and skills:
Education and/or Experience.
Licenses/Certifications:
Physical Demands:
This job operates its functions in a professional office environment. While performing the duties of this position, the employee is regularly required to talk or hear using a telephone headset and is required to sit for a long period while using a computer. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The noise level in the work environment is usually moderate.
Essential responsibilities listed above do not incorporate all duties tied to this position, additional tasks may be assigned or changes as needed. Reasonable accommodations may be made to individuals with disabilities to perform the essential duties.
What We Offer:
At Monterey Financial Services, LLC, we offer our employees a career and not just another job. We pride ourselves on long-term employee retention, which is proven by the large percentage of our team who have been with Monterey for over a decade. In addition, you will be joining an inclusive and diverse company culture that puts their employees first and shows them the recognition they deserve. There is no better feeling than being appreciated, which is why we have implemented many different ways to say “Thank you!” to our team in addition to our competitive starting pay and benefit package.
Additional Perks & Benefits:
Monterey Financial Services, LLC is an Equal Opportunity Employer. We do not discriminate against any employee or applicant because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or any other basis protected by law.
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