Financial Statements

Financial Statements Finance Jobs

89 jobs found

Sr. Commercial Underwriter

b1BANK Dallas, TX

1mo ago

Full time Banking Commercial Commercial Credit

Banking Commercial Commercial Credit

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Job Description

The Senior Commercial Underwriter evaluates borrower creditworthiness and the structure of credit facilities to prepare the underwriting portion of loan presentations for approval. This role involves identifying strengths, weaknesses, and trends; offering recommendations; spreading financial statements; assessing risk; providing underwriting statistics; and staying current with regulatory compliance and economic conditions as they relate to commercial lending. The role handles underwriting for the most complex borrowing relationships, requires independent judgment and decision-making with minimal direction, and includes mentoring newer underwriting staff. Additionally, the position advocates for the bank and its lending services within the community, helping to identify and fulfill local financial needs by participating in community activities. This role is a key contributor on the Commercial Banking Relationship Team, working directly with Bankers, Credit Officers, and other Underwriters to analyze new and existing commercial credit opportunities and support loan portfolio management. The successful candidate may attend client and prospect meetings and conduct research to identify, quantify, and mitigate underwriting risk inherent in the borrower, industry, or loan structure, while developing strong working relationships with client management, internal teammates, credit officers, and other bankers. Senior Underwriters are also expected to provide mentorship to junior staff, including Credit Analysts and newer Junior Commercial Credit Underwriters.

Location

Dallas, TX 75225

Specific Job Duties

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prepare in-depth front-end credit analysis by reviewing all necessary financial information, discussing the credit request and financial information with the banker in conjunction with underwriting, and drafting credit approval documentation.
Spread annual and interim financial statements of companies.
Spread annual personal financial statements and personal tax returns of owners/guarantors.
Review or prepare and stress test projections.
Conduct industry research.
Identify risk inherent in the relationship, loan structure, or industry and determine methods to minimize the identified risk, including compensating factors.
Identify policy and regulatory compliance issues.
Prepare risk analyses.
Analyze risks within the relationship, loan structure, or industry and propose mitigation strategies or compensating factors.
Complete ongoing periodic credit servicing of loans within the portfolio, including analyzing financial statements and reviewing ratio tests.
Mentor junior members of the underwriting team.
Provide support for the bank’s sales efforts, which may include selling and promoting the bank’s services as opportunities arise.
Participate in the financial institution’s community activities.
Perform other duties, as assigned.

Job Requirements

Bachelor’s degree in Accounting, Finance, or a related field; MBA preferred.
Six years of commercial credit underwriting and/or portfolio management experience.
A high school diploma or GED and ten years of related commercial banking underwriting experience may also qualify.
Strong financial and analytical skills.
Strong organizational and interpersonal skills.
Strong oral and written communication skills to effectively discuss loan programs and policies with colleagues and customers.
Proficiency with Microsoft Office products, including Word and Excel.
Working knowledge of D+H Financial Analyzer and Credit Manager preferred.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer/Veterans/Disabled.

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Financial Analyst Accounting/Full-Time

Christus Health Santa Fe, NM

1mo ago

Full time MBA Accounting Analyst

MBA Accounting Analyst

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Job Description

Location: Santa Fe, NM 87505

Position Summary

Coordinate and support general accounting and financial reporting for the Region and its affiliates. Manage the month-end close and reconciliations, and assist in compiling the work papers required for the annual audit. May help prepare tax filings and government reporting.

Minimum Qualifications

Education: Bachelor's degree in Accounting, or four years of accounting experience may substitute for the degree.
Certification/Licenses: CPA and/or MBA preferred.
Skills: Thorough knowledge of Generally Accepted Accounting Principles; knowledge of electronic data processing systems; proficiency in Excel and word processing programs; strong analytical and problem-solving abilities; proactive, articulate, effective, and positive communication skills are required.
Experience: At least four years in accounting, including: financial statement preparation (with financial indicators); general ledger month-end close processes; account variance analysis; audit preparation; joint ventures, partnership and consolidation accounting; tax reporting experience. Reimbursement exposure/experience helpful; experience in financial management of physician practices helpful. Five years of experience in an acute health care setting is preferred.

Nature of Supervision

Reports to the Accounting Manager and/or Controller.

Environment

Subject to Bloodborne Pathogen standard A. No contact with body fluids. Office environment with many and conflicting deadlines. Must maintain composure and manage multiple priorities.

Physical Requirements

Extensive keyboard data entry with adherence to sound ergonomic principles. Requires knowledge of general safety standards.

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Principal Financial Analyst

Capital One Richmond, VA

1mo ago

$110k - $125k/yr Full time MBA Ad Hoc Analysis Analyst

MBA Ad Hoc Analysis Analyst

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Job Description

Role Overview

Capital One is seeking a Principal Financial Analyst to join the Software Finance team. This role will influence financial performance across the Software business by analyzing current results, identifying evolving needs, evaluating trends, and communicating expected outcomes. You will lead the development of compelling analytics and collaborate with business leaders to guide strategic direction toward sustained performance. The ideal candidate proactively identifies and executes ad hoc analyses to support business objectives, challenges existing processes for greater proactivity and efficiency, and demonstrates a deep interest in understanding the complexities of the Software sector. The position supports financial data analysis, prepares financial statements, and frequently builds reports for senior colleagues, while communicating project statuses to management and business clients.

Key Responsibilities

Prepare monthly, quarterly, and annual financial reporting and analysis.
Lead the development of presentations to communicate analysis results to senior audiences, clearly articulating outcomes and relevant insights.
Accurately analyze and explain key cost drivers and monthly variances, suggest actions to the business, and help manage the regular reporting process.
Proactively identify and lead new analyses that drive additional insights into performance and opportunities.
Partner with finance leaders and their teams, as well as other internal stakeholders.
Provide management and business clients with project statuses.
Work closely with the finance team to identify areas and processes for driving efficiencies.
Respond to ad-hoc requests and special projects.
Manage, prioritize, and delegate tasks independently.
Demonstrate strong communication, problem solving, strategic thinking, and influencing skills: articulate outcomes of analysis and relevant insights; develop presentations to communicate results to senior audiences; foster trusted business relationships.

Required Qualifications

Bachelor’s Degree or military experience.
At least 3 years of experience in financial analysis, financial modeling, or a combination.

Preferred Qualifications

Bachelor’s degree in a quantitative field (Finance, Accounting, Economics, Mathematics, Engineering) or military experience.
Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance.
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license.
5+ years of experience in financial analysis and financial modeling.
Excellent verbal and written communication skills.
3+ years of experience in financial services, banking, or technology industries.
3+ years of experience partnering with senior leaders and internal stakeholders.

Additional Information

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Salary and Location

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $120,800 - $137,900 for Principal Financial Analyst
Richmond, VA: $109,900 - $125,400 for Principal Financial Analyst

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered.

Location

Richmond, VA 23218

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Director, Financial Reporting

Pursuit Collection Denver, CO

1mo ago

$160k - $190k/yr Full time 10-K 10-Q Accounting

10-K 10-Q Accounting

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Job Description

Pursuit Collection is redefining guest experiences by connecting travelers with iconic destinations through world‑class attractions, distinctive lodges, and thoughtfully crafted dining, retail, and transportation offerings. We are seeking a highly skilled Director of Financial Reporting to lead external SEC filings and internal financial reporting. This role ensures compliance with U.S. GAAP, SEC, and SOX requirements while enabling strategic decision‑making through timely and accurate financial reporting and analysis. The ideal candidate will bring deep accounting expertise, strong leadership capabilities, and experience in public accounting and multi‑entity public company environments, preferably within the hospitality sector. This Denver‑based position offers a salary range of $160,000 to $190,000 per year, is eligible for a 20% STI bonus, and includes an annual RSU grant.

Responsibilities & Accountabilities

Oversee the preparation and filing of all SEC reports (Forms 10‑K, 10‑Q, 8‑K, 11‑K), including XBRL tagging and supporting documentation, and contribute to the proxy statement.
Assist in preparing external financial statements in full compliance with U.S. GAAP and SEC regulations.
Monitor and assess new accounting standards and SEC rule changes; draft technical accounting memos and required disclosures.
Prepare footnotes and supporting documentation for complex transactions, including leases, acquisitions, dispositions, revenue recognition, debt, and long‑lived assets, among other areas.
Prepare annual goodwill and intangible asset impairment testing documentation.
Provide detailed tie‑outs and documentation for earnings releases and financial presentations used in investor and lender communications.
Support investor relations with key data and reports used in earnings calls and shareholder communications.

Internal Reporting & Financial Analysis

Produce monthly internal financial reports, including executive‑level variance analyses and dashboards.
Assist as needed with the preparation of internal financial reports and ad hoc information requests and analyses.

Accounting Oversight & Equity

Coordinate with internal and external auditors by delivering complete, well‑supported documentation for various accounting matters.
Assist as needed with the preparation of stand‑alone financial statements for subsidiaries.
Support other technical accounting research and documentation as needed, including evaluating new and proposed accounting standards.

Internal Controls & Compliance

Ensure compliance with SOX 404 related to external reporting and technical accounting; collaborate with internal audit and other stakeholders to maintain and improve internal control frameworks (COSO).
Partner with accounting leadership to design and optimize internal controls over financial reporting, including automation and system improvements.

Leadership & Team Development

Actively participate in quarterly disclosure committee meetings, providing updates on accounting policy, risk areas, and reporting developments.
Lead and develop high‑performing teams; candidates should have at least 7 years of experience managing and growing accounting or financial reporting teams.
Foster a culture of continuous improvement, collaboration, and high performance.

Required Skills, Qualifications & Experience

Education: CPA required.
Minimum of 7+ years of progressive accounting experience, including:
At least 3+ years as a manager in public accounting.
Experience in public companies with SEC and SOX reporting.
Background.

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Accounting & Financial Reporting Manager, Consultant

Jefferson Wells Englewood, CO Hybrid

1mo ago

$65 - $85/hr Full time Manager 10-K 10-Q

Manager 10-K 10-Q

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Job Description

Job Summary

We are partnering with an entertainment-sector client to fill a contract role for an Accounting & Financial Reporting Manager. The position supports internal and external quarterly and annual reporting, oversees company-wide SOX coordination, and handles accounting duties for designated areas. It contributes to public reporting processes, partners on annual audits and quarterly reviews, and assists with technical accounting research. The role will also oversee selected general ledger activities and participate in special projects, including corporate transactional work as needed.

Key Responsibilities

Assist in preparing financial statements and management reports for public filings.
Support the development of quarterly and annual SEC disclosures.
Research complex accounting issues; analyze new and proposed SEC and FASB standards, and draft technical memos outlining the impacts on the company.
Coordinate and maintain SOX compliance efforts across the organization.
Participate in assigned special projects.
Contribute to the review of quarterly earnings materials.
Manage additional financial reporting deliverables as required.
Oversee select general ledger responsibilities, including journal entries, reconciliations, and related SOX controls.
Provide financial and analytical insights to support business decisions.

Qualifications & Skills

Bachelor’s degree in Accounting.
4+ years of broad accounting experience, including at least one year supporting SEC reporting for a public company (10-K and 10-Q preparation), or an equivalent combination of experience and education.
Strong understanding of US GAAP.
Ability to research and draft documentation for technical accounting issues.
Proven capability to meet deadlines in a fast-paced environment.
Excellent written and verbal communication skills with an emphasis on collaboration.
Proficiency in Microsoft Excel and Word.
Strong problem-solving skills with the ability to prioritize and manage multiple deadlines.

Preferred Qualifications

CPA certification.
Experience in a top-tier public accounting firm and/or public company SEC reporting.
Entertainment industry experience.

Engagement Details

Engagement Type: Contract with the potential to convert to a permanent role.

Location: Hybrid 4 Days/Week, Greenwood Village, CO.

Start Date: March 2, 2026.

Duration: 3 months+.

Hourly Rate: $65-85/hour.

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Financial Analyst - Budgeting & Financial Reporting

Lycoming College Williamsport, PA

1mo ago

Full time Accounting Analyst Audit Support

Accounting Analyst Audit Support

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Job Description

Overview

Lycoming College is seeking a Financial Analyst, Budgeting and Financial Reporting to join its Business Office. The Financial Analyst – Budgeting and Financial Reporting provides leadership and administrative oversight for the overall college budget, including the preparation, monitoring, and variance analysis of actual income and expenses against budget projections. Reporting to the Vice President for Finance and Administration, this role supports the college’s financial planning, budgeting, forecasting, and reporting processes. The role analyzes financial data, prepares management reports, monitors budget performance, and offers insights to support informed business decisions and financial accountability. This is a full-time position with typical hours Monday through Friday, 8:00 a.m. to 4:30 p.m.

Who we are

Founded in 1812, Lycoming College is one of the nation’s oldest and most respected liberal arts colleges. Today, our community of approximately 1,200 active learners from 26 states and territories and 13 countries comprises a student body that includes 31 percent domestic students of the global majority or international students, all of whom collaborate with renowned scholars to craft customized combinations of market-driven majors, minors, and concentrations across our 52+ academic programs. Students compete in 20 NCAA Division III sports, participate in faculty-driven research, engage in internship experiences, and study abroad in more than two dozen countries. Lycoming College boasts one of the highest endowment-per-student ratios in the country. The institution is a member of the Annapolis Group of Liberal Arts Colleges and is recognized by U.S. News as a top 100 National Liberal Arts College and the No. 21 Best Value School. Lycoming College is dedicated to delivering a high-quality liberal arts and sciences education for all students. Learn more at https://www.lycoming.edu.

The College proudly celebrates and values the principles of inclusive excellence. In its 2021 Strategic Plan, Lycoming College committed to recruiting more faculty and staff from historically underrepresented groups. The community works to foster an inclusive campus environment and to support the success of all faculty, staff and students. The College recognizes that a community formed of a wide range of backgrounds and experiences benefits all its members and serves to advance Lycoming’s goal of preparing graduates to become ethical, informed, and engaged individuals.

Lycoming College is an equal opportunity employer.

Key responsibilities

Prepare, analyze, and maintain annual budgets, forecasts, and long-term financial plans.
Prepare, update and maintain on an ongoing basis personnel projections to determine impacts of staffing changes and other personnel decisions.
Monitor actual financial performance against budget and identify variances, trends, and risks.
Develop and produce monthly, quarterly, and annual financial reports for Board, management and other key stakeholders.
Analyze financial statements, cost structures, and operational data to support decision-making.
Collaborate with department managers to track spending and ensure budget compliance.
Support the month-end and year-end closing processes related to reporting and analysis.
Create financial models to evaluate scenarios, initiatives, and cost-saving opportunities.
Ensure accuracy, consistency, and timeliness of financial data and reports.
Assist with audits by providing financial documentation and explanations as needed.
Improve budgeting and reporting processes, tools, and controls.
Service on assigned committee(s) or working group to support the College’s mission and goals.
Assist in setting college financial goals and hold financial managers accountable to meet them.
Create Standard Operating Procedures for all processes.

Qualifications

Education: Bachelor’s degree in Finance, Accounting, Business, Economics or a related field.
Experience: 3–5 years of experience in financial analysis.

Location and schedule

Location: Williamsport, PA 17701. This is a full-time role with typical hours Monday through Friday, 8:00 a.m. to 4:30 p.m.

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Finance Operations Manager

Clay County Habitat for Humanity, Inc. Green Cove Springs, FL

2mo ago

$50k - $60k/yr Full time Manager 501(c)(3) Accounting

Manager 501(c)(3) Accounting

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Job Description

Overview

We are seeking a Finance Operations Manager to supervise the day-to-day financial activities and internal administrative operations. This role is pivotal in maintaining financial accuracy, ensuring compliance, and supporting the organization’s infrastructure. The Executive Director remains responsible for budgeting and overall financial strategy, while this position handles execution, reporting accuracy, and operational oversight.

Location

Green Cove Springs, FL 32043

Position Details

Type: Full-time
Work Location: In person

Key Responsibilities

Oversee accounts payable and accounts receivable processes
Maintain the general ledger and perform monthly reconciliations
Process payroll and keep payroll records up to date
Track restricted funds and expenditures related to grants
Prepare monthly financial statements for the Executive Director’s review
Assist with audit preparation and Form 990 coordination
Monitor construction draws and loan-related disbursements
Maintain internal financial controls

Compliance & Administration

Monitor grant compliance and ensure timely reporting
Maintain insurance policies and corporate filings
Support HR documentation and onboarding processes
Maintain vendor contracts and administrative systems

Qualifications

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; CPA or equivalent certification is a plus
2–5 years of accounting or bookkeeping experience
Prior experience in a nonprofit organization or similar role is desirable
Experience with restricted funds and grant tracking
Strong knowledge of accounting software (QuickBooks or similar)
High level of accuracy and attention to detail
Experience with accounting and financial reporting to ensure compliance and accuracy
Effective communication and interpersonal skills to collaborate across teams