Full-Time

Financial Reporting Manager

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA

Category
Financial Accounting
Financial Analysis
Financial Planning
Governmental Accounting
Accounting
Required Skills
Risk Management
Data Analysis

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration or equivalent education and related training
  • Five years of relevant accounting or accounting policy experience
  • Understanding of GAAP and SEC/Regulatory Reporting
  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis
  • Ability to build consensus through communication and presentation of factual and relevant information
  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Sound and logical decision-making abilities
  • Ability to work well with others in a dynamic, team-oriented environment
  • Ability to work under difficult time constraints
  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
Responsibilities
  • Manage a variety of accounting and financial reporting activities
  • Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions
  • Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies
  • Compile, review, analyze, and submit timely and accurate reporting in accordance with complex GAAP and Regulatory Reporting Requirements
  • Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives
  • Interpret and summarize results and trends for Senior Leadership
  • Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents
  • Prepare and review materials to senior leadership summarizing issues and communicating solutions
  • Subject matter expert on accounting and regulatory reporting requirements, and reporting processes for assigned area of responsibility
  • Maintain technical and working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility
  • Deepen understanding on more complex accounting and regulatory reporting matters
  • Coordinate with internal and external audits and examinations
  • Assist in risk management governance and business continuity planning processes as necessary
  • Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work
  • Maintain relationships with cross-functional departments to broaden knowledge and solve more complex situations.
Desired Qualifications
  • Master’s or advanced degree in Business or Accountancy
  • Certified Public Accountant (CPA) designation
  • Strong technical accounting knowledge
  • Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
  • Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
  • Proficient in Essbase/Hyperion, EPM/BPC, and Workiva

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The company's goal is to empower RIAs to grow their businesses and enhance client interactions.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

3%

2 year growth

2%
Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding