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Navy Federal Credit Union Assistant Manager, Financial Reporting - CPA Preferred in Pensacola, Florida

Overview

To plan, organize, and supervise the operations of the Financial Reporting section and the performance of advanced and complex accounting, and financial analysis of mortgage banking and lending operations. Research, evaluate, and apply existing and emerging accounting and regulatory rules and standards, and provide expert guidance regarding the impact to internal and external reports related to financial statements. Lead complex/difficult tasks that require advanced analysis.

Responsibilities

  • Oversee preparation of monthly, quarterly, and annual internal and external reports related to financial statements (e.g., board reports, NCUA call report, annual report, retirement plans) and ensure compliance of such financial statements with management standards, Generally Accepted Accounting Principles (GAAP), and regulatory requirements

  • Analyze company policy and monitor relevant industry authorities and literature (FASB, SEC, IASB) to keep abreast of newly issued accounting and regulatory standards

  • Lead and perform complex technical analysis of issues impacting financial reporting requirements and ensure compliant implementation

  • Review internal and external reports to ensure proper accumulation of ledger entries and balances; monitor and participate in the preparation of month closing financial statements

  • Oversee retirement plan audits and assist with the review of the annual audit and annual report

  • Perform trending analyses/analytics (e.g., ratios) around financial information to ensure financial reports are reasonable

  • Prepare ad hoc and required industry and regulatory reports including audit inquires in compliance with internal and external regulations

  • Prepare/collaborate on presentations, reports, white papers, etc.

  • Oversee the interpretation of regulations, audit and examination findings, and present results and recommendations to senior management, internal and external auditors

  • Serve as a subject matter expert with internal and external auditors (e.g., NCUA, CFPB, and contracted third parties) to address and resolve audit questions and findings

  • Investigate and resolve discrepancies by actively collaborating and communicating across business lines

  • Participate in development and implementation of systems of large scope and scale

  • Serve on automated financial systems improvement initiatives

  • Develop and recommend enhancements to improve operational processes and procedures

  • Lead or participate in cross-departmental project teams

  • Research, gather and synthesize data; present conclusions and recommendations to management and/or team members

  • Performs other duties as assigned

Qualifications

  • Experience in applying techniques used in analyzing and reporting financial information

  • Experience in public and/or private accounting applying complex accounting treatments and resolving complex accounting issues

  • Experience interpreting and applying accounting principles

  • Experience leading, guiding and mentoring others

  • Advanced experience work which displays increasing levels of responsibility and/or authority

  • Advanced experience identifying relevant analytical problems, determining appropriate diagnostic methods, and solving unique and complex issues/problems

  • Advanced in planning, overseeing and executing complex financial analyses

  • Certified Public Accountant (CPA) designation

  • Advanced skill working with financial accounting systems used in the management and analysis of financial data

  • Advanced skill communicating complex technical concepts to non-technical audiences

  • Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation

  • Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely

  • Advanced skill collaborating with various external/internal technical and/or functional contacts

  • Bachelor's degree in Accounting, in a related field, or the equivalent combination of experience, education and training

Desired Qualifications

  • Experience in credit union financials and/or NCUA regulations

  • Knowledge of Sarbanes-Oxley control environment

  • Master's degree Accounting, in a related field, or the equivalent combination of experience, education and training

Hours: Monday - Friday, 8:00AM - 4:30PM

Locations: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Drive Pensacola, FL 32526

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

• Best Companies for Latinos to Work for 2024

• Computerworld® Best Places to Work in IT

• Forbes® 2024 America's Best Large Employers

• Forbes® 2023 The Best Employers for New Grads

• Fortune Best Workplaces for Millennials™ 2023

• Fortune Best Workplaces for Women ™ 2023

• Fortune 100 Best Companies to Work For® 2024

• Military Times 2023 Best for Vets Employers

• Newsweek Most Loved Workplaces

• Ripplematch Campus Forward Award - Excellence in Early Career Hiring

• Yello and WayUp Top 100 Internship Programs

From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

REQNUMBER: 21703

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