Financial Reporting Manager jobs in Lancaster, PA

Financial Reporting Manager is responsible for managing the preparation and distribution of periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Being a Financial Reporting Manager manages the financial reporting staff May work with external auditors to provide requested information. May assist with the preparation of materials for board or shareholders. Additionally, Financial Reporting Manager requires a bachelor's degree in accounting or finance. Typically reports to a director. The Financial Reporting Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Financial Reporting Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Univest Financial Corporation
  • Lancaster, PA OTHER
  • Overview

     

     

    Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.3 billion in assets under management (as of September 30, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.

     

    At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

     

    We're hiring a Portfolio Manager to join our Central PA Lending Team.

    Responsibilities

    Supports assigned Corporate Banking Group and relationship managers with client and portfolio management

     

    New Loan & Loan Renewal Support:

    • Communicate with Relationship Managers (RM) and customers in order to gather financial information to support loan request
    • Collaborate with RM, Customer, Administrative and Credit Support in order to facilitate loan proposals/approvals. (LPS, appraisals & environmental reports, searches, credit reports, memos, underwriting packets, etc.)
    • Collaborate with RM, Customer, Administrative and Loan Servicing Department/Bank Counsel for loan settlement (Boarding sheets, documentation review, customer follow up, etc.)
    • Review and final approval of loan coding
    • Post loan closing customer follow up (If necessary)

     

    Commercial Loan Support:

    • Establish operational relationship with designated clients to handle routine daily operational issues and client requests.
    • Monitor and review exceptions (Credit & collateral), maturing loans, ABLs, credit rating maturities, and delinquencies. Work with RM and customer to resolve
    • Review customer risk profile and covenant compliance through the collection of financial data and searches.
    • Portfolio audit preparation, support, and responses for internal and external auditors
    • Special projects and additional duties as required.

    Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct

    Perform additional duties as required.

    Qualifications

    Customer-focused individual with strong knowledge of credit, banking, financial analysis, and internal credit processes

     

    3-5 years Credit Analyst or equivalent experience

     

    Ability to manage risk within Portfolio, including loan grading and loan pricing

     

    Ability to handle problems/exceptions in an independent manner

     

    Strong knowledge of commercial lending practices, compliance issues, and underwriting skills

     

    Strong interpersonal, written, and oral communication skills

     

    Bachelor’s degree in Finance or equivalent experience in related area desired

     

    Trained Financial Analyst preferred

     

    Microsoft Office Proficient

     

     

    Click here for Benefit Information

     

     

    #Univest

    #LI-Onsite

     

    An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

  • 2 Months Ago

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Agricultural Lending Relationship Manager
  • Univest Financial Corporation
  • Lancaster, PA OTHER
  • Overview Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.3 billion in assets under management (as of September 30, 2023). Headquartered in Souderton, Pa. and foun...
  • 1 Month Ago

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Financial Center Manager II
  • Fulton Bank
  • Quarryville, PA OTHER
  • Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them...
  • 21 Days Ago

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Financial Audit Manager
  • SUPPORTS COORDINATION GROUP LLC
  • Lancaster, PA FULL_TIME
  • Job Description: Conduct periodic internal reviews or audits to ensure that compliance procedures are followed. File appropriate compliance reports with regulatory agencies. Advise internal management...
  • 1 Day Ago

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Account Manager- Financial Services (Life/Wealth Management)
  • AssuredPartners
  • Lancaster, PA OTHER
  • Overview At AssuredPartners, our Lancaster office is growing, We are hiring for an Account Manager in Personal Lines wotk with Life Insurance/Wealth Management. You will work in collaboration with the...
  • Just Posted

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Universal Banker- Lancaster Shopping Center
  • Truist Financial
  • Lancaster, PA FULL_TIME
  • The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If yo...
  • 9 Days Ago

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0 Financial Reporting Manager jobs found in Lancaster, PA area

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Human Resources Director
  • The Judge Group
  • Harrisburg, PA
  • Judge Direct Placement is seeking a Human Resources Manager for their manufacturing facility located in Northern Virgina...
  • 3/28/2024 12:00:00 AM

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Account Manager
  • Koble
  • Lancaster, PA
  • Job Description We are looking for an Account Manager to join our team and help us continue to deliver an excellent clie...
  • 3/28/2024 12:00:00 AM

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Financial Reporting Accountant
  • TE Connectivity
  • Middletown, PA
  • At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, su...
  • 3/27/2024 12:00:00 AM

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Accounting Clerk
  • Myers Building Product Specialists
  • York, PA
  • Founded in 1923, Shelly's operates locations in Southeastern Pennsylvania, including custom millwork, wall panel and tru...
  • 3/25/2024 12:00:00 AM

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Accounting Manager
  • Premier Custom Built, Inc.
  • New Holland, PA
  • Job Description Job Description Premier Custom Built, a high-end residential cabinet manufacturing company is seeking an...
  • 3/25/2024 12:00:00 AM

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Jr Accounting Clerk
  • WITMER PUBLIC SAFETY GROUP INC.
  • Coatesville, PA
  • Description POSITION SUMMARY The Junior Accounting Clerk handles the day-to-day transaction entry and analysis of overhe...
  • 3/25/2024 12:00:00 AM

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Accounting Clerk
  • Stevens & Lee
  • Reading, PA
  • Powerful Partnerships. Standout Solutions. Stevens & Lee is a full-service law firm with approximately 195 attorneys in ...
  • 3/24/2024 12:00:00 AM

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Financial Reporting Analyst / Business Professional
  • Weston Solutions Inc.
  • West Chester, PA
  • At Weston Solutions, Inc. you will do meaningful work and make valuable contributions. Employee-ownership at Weston is a...
  • 3/24/2024 12:00:00 AM

Lancaster (/ˈlæŋkəstər/ LANG-kə-stər) is a city located in South Central Pennsylvania which serves as the seat of Pennsylvania's Lancaster County and one of the oldest inland towns in the United States. With a population of 59,322, it ranks eighth in population among Pennsylvania's cities. The Lancaster metropolitan area population is 507,766, making it the 101st largest metropolitan area in the U.S. and second largest in the South Central Pennsylvania area. The city's primary industries include healthcare, tourism, public administration, manufacturing, and both professional and semi-professi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Manager jobs
$127,761 to $174,162
Lancaster, Pennsylvania area prices
were up 1.5% from a year ago

Financial Reporting Manager in Flagstaff, AZ
In addition, the Senior Financial Reporting Manager will participate in review of quarterly press release and earning presentation for financial reporting areas, assist in verification of GE 10-K and 10-Q and support investor relations in providing responses to investor inquiries.
February 11, 2020
Creative Financial Staffing (CFS) is one of the world’s largest, privately owned accounting and financial placement companies.
February 07, 2020
Financial Reporting Manager in Lancaster, PA
As the Financial Reporting Manager, you will manage and oversee all Spartan Line of Credit reporting processes.
January 06, 2020
Financial Reporting Manager in Fort Wayne, IN
Banking / Investments / Stock Market / Financial Services.
January 01, 2020