Financial Reporting Specialist

AI overview

Responsible for internal and external financial reporting, coordinating with senior management, and ensuring compliance with financial reporting standards while handling multiple deadlines.

General Responsibilities:

Financial Reporting Specialist is responsible for internal and external financial reporting and analyses.  Candidate should be a strong team player with the ability to work independently as well as collaboratively, and have skills in preparing and communicating results. Candidate must be able to work to meet tight deadlines and adapt in a changing environment. 

Primary Job Duties:

  • Act as liaison to Senior Management and Parent (Ellington) on SEC reporting process
  • Responsible for preparation and enhancement of internal reporting including monthly financial review package, monthly analytics relative to prior periods and forecast, including consideration of any key business drivers, and other GAAP, cash-based or ad hoc financial reporting for accounting and business management
  • Coordinate and analyze stat accounts for key business drivers
  • Responsible for preparation of assigned portions of the quarterly financial reporting package
  • Prepare supporting schedules for presentations, disclosures and audits
  • Ensure the Company maintains compliance with all financial covenants and/or requirements
  • Maintain compliance with financial reporting SOX controls and assist with ensuring Accounting and Finance SOX controls are completed timely
  • Preparation of external regulatory reporting, as assigned
  • Preparation for assigned portions of the Annual Audited Financial Statements, including documentation and review of support
  • Stay apprised of US GAAP and SEC regulations
  • Prepare the annual GAAP disclosure checklist
  • Foster and maintain an ongoing strong relationship with external and internal auditors that focuses on continuous improvement, communication, and productive engagement
  • Responsible for understanding core origination processes and partnering with related business partners
  • Special projects and ad hoc requests, as assigned
  • Other duties as assigned

 

 

 

 

    • A bachelor's degree in accounting, business, finance, or a related field
    • Financial services experience preferred, knowledge of mortgage industry ideal but not required
    • Minimum of 3+ years financial reporting experience with a public company and 3+ years public accounting experience with an active CPA license, preferred
    • Extensive knowledge of US GAAP and SEC reporting regulations
    • SOX and internal controls experience
    • Excellent in Microsoft Office products – very high level of Excel required
    • Experience in financial reporting tools, such as Workiva
    • Ability to work well with others and thrive in a collaborative environment
    • Excellent communication and interpersonal skills
    • Strong analytical and critical thinking skills, including the ability to evaluate facts and data to draw conclusions
    • Solution oriented with a focus on accuracy, integrity, and efficiency
    • Strong detail orientation and highly organized
    • Ability to multitask and prioritize to meet deadlines, strong sense of urgency and responsiveness
    • Ethical, with a commitment to company values
  • Working in a growing and dynamic industry
  • Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
  • 401(k) with company match
  • Paid time off
  • This is an Exempt role
  • Target base salary range is 100K - 130K, which is based on various factors including skills and work experience.
  • In addition to base salary, this role is eligible for a competitive additional compensation program via annual bonus that is based on individual performance.
  • LBF is an EEO/AA/Vet/Disabled Employer
  • Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

 

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Perks & Benefits Extracted with AI

  • Education Stipend: 401(k) with company match
  • Health Insurance: Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
  • Paid Time Off: Paid time off

Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.Recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward.  In fact, we are now a top 2 reverse mortgage lender.Why work with us?At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee.  We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential.  Ready to be changemaker and be a part of a team to help propel Longbridge to number one?

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Salary
$100,000 – $130,000 per year
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