Financial Reporting Manager

We are in need of a Financial Reporting Manager to join our team in San Francisco, California, 94105, United States. As a key member of our Financial Services team, you will be responsible for various accounting and brokerage functions. This role provides a long-term contract employment opportunity, offering a blend of on-site and remote work, with two days per week based on-site.

Responsibilities:

• Manage and process customer credit applications, ensuring accuracy and efficiency.
• Maintain detailed and accurate records of customer credit.
• Respond and resolve customer inquiries relating to their accounts and credit.
• Monitor customer accounts regularly and take necessary action when needed.
• Apply working knowledge of SEC and FINRA Rules, US GAAP, PCAOB, and AICPA standards in the execution of duties.
• Leverage your expertise in CPA, FINRA, Banking & Brokerage, and US GAAP to enhance efficiency in operations.
• Ensure compliance with financial regulations and standards in all financial reporting.
• Collaborate with the team to achieve brokerage industry objectives and goals.
• Use your skills to improve financial processes and systems.
• Be proactive in obtaining necessary financial certifications as required for the role. • Proven experience in a similar role within the Financial Services industry.
• Certified Public Accountant (CPA) designation is required.
• Proficiency in US GAAP principles.
• Knowledge of Financial Industry Regulatory Authority (FINRA) rules and regulations.
• Experience in Banking and Brokerage is essential.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet deadlines.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Demonstrated leadership skills and ability to manage a team.
• Strong interpersonal skills and ability to work effectively in a team environment.
• High ethical standards and professionalism, given the sensitive nature of financial information.