Sr. Financial Reporting Analyst

AP Professionals
July 23, 2023
Job Type
Salary Lower Range
Salary Upper Range
Salary Option


Do you want to join Rochester's premier financial institution?  This is an excellent opportunity for someone who is curious, a critical thinker and an analytical mind.  The ideal candidate will be adaptable, flexible and supportive.  There is plenty of career growth with this employer!


Support the monthly financial reporting activities required to facilitate timely and accurate financial reporting which include but are not limited to:

  • Analyze new and existing accounting guidance and federal regulations to ensure compliance with established standards.
  • Interpret emerging accounting policies and make recommendations for changes to remain in compliance.
  • Prepare ad hoc and required industry and regulatory reports including audit inquiries in compliance with internal and external regulations.
  • Prepare/collaborate on presentations, reports, etc.
  • Ensure compliance with internal and external documentation and disclosure requirements.
  • Serve as a subject matter expert with internal and external auditors (e.g., NCUA, DFS, and contracted third parties) to address and resolve audit questions and/or findings.
  • Provide expert guidance for application and implementation of new controls/processes and the analysis of highly complex transactions.
  • Investigate and resolve discrepancies by actively collaborating and communicating across business lines.
  • Serve as resource for the resolution of complex and/or unique problems.
  • Build and maintain relationships with team members, management, key stakeholders and/or external contacts.
  • Participate in development and implementation of systems of large scope and scale.
  • Monitor automated processes and reports for accuracy and completion; contribute to process improvements.
  • Gather and prepare data for various financial, compliance and internal reports.
  • Develop and recommend enhancements to improve operational processes and procedures.
  • Support periodic regulatory reports preparing various schedules in a timely and accurate manner.  Ensure weekly Federal Reserve reporting is completed.  Responsible for ensuring proper supporting documentation is maintained.
  • Support the preparation of the audited financial statements including preparing various schedules supporting footnote disclosures.  Leverage system capabilities to automate reporting where possible.
  • Support the quarterly forecasting process and annual operating planning process.  Ensure budgeting & reporting system is functioning as designed.  Work with vendor and cost center managers to implement improvements. Support calculations for noninterest income and expense.
  • Provide back-up support for various functions on the team to ensure the continuity of all support services during the absence of any other member of the Accounting Department.
  • Perform other related duties as assigned or appropriate.


  • Bachelors degree in Accounting, Finance, Business Administration or related field required
  • Minimum 5 years of experience in accounting/finance related positions



  • Strong knowledge of GAAP and financial reporting.
  • Knowledge of financial and managerial accounting principles as applied in a financial services industry environment preferred.
  • Ability to work with advanced spreadsheets, general ledger accounting systems and other general technology such as budget software.
  • Strong communication skills including ability to communicate complex accounting concepts to non-accountants.
  • Self-directed and self-motivated; must be able to address complex tasks with minimal guidance.
  • Strong PC skills: Excel, Word and PowerPoint, and report writing and database software.
  • Demonstrates alignment with the company’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.

Preferred Qualifications:

  • Graduate degree in Accounting, Business Administration, Finance or related field
  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Banking/Financial industry experience
  • Knowledge of Prologue accounting system
  • Knowledge of the Axiom budgeting system
Drop files here browse files ...
Are you sure you want to delete this file?