Business Banking Underwriter IV evaluating and underwriting healthcare loan applications for business banking. Responsibilities include ensuring compliance with lending policies and providing mentorship to other underwriters.
About the role
- Senior Manager for Finance and Accounting Advisory Services at Armanino. Engaging in financial planning, analysis, and managing staff while liaising with clients and auditors.
Responsibilities
- Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
- Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
- Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
- Assist in the design and implementation of new accounting policies and procedures
- Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
- Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
- Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
- Lead and manage projects while coordinating directly with clients
- Foster proactive working relationships with clients and cross-functional departments
- Supervise and mentor staff or make timely and effective performance feedback and training
Requirements
- BS degree in Accounting, Finance, Business-related field or relevant work experience is required.
- Minimum 7 years’ experience in a public accounting firm and operational accounting role.
- Strong Excel and PowerPoint skills.
- A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus).
- Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.
- Flexibility to work from home while collaborating in person half the time.
- Preferred Qualifications CPA.
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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