Top Financial Reporting Executive plans and directs all aspects of an organization's financial reporting processes. Ensures that all filings, reports, and other official documentation complies with company's regulations and SEC and GAAP reporting guidelines. Being a Top Financial Reporting Executive stays abreast of regulatory changes, advises management of changes, and adjusts policies and procedures to maintain compliance. May be involved with the work of external auditors. Additionally, Top Financial Reporting Executive may require an advanced degree of Finance or accounting. Typically reports to top management. The Top Financial Reporting Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Who We Are:
Monterey Financial is a multi-year winner of the San Diego Business Journal's "Best Places to Work in San Diego"!
For over 30 years Monterey Financial Services has been providing superior solutions and performance for businesses looking for consumer financing, loan servicing, and debt collection from its headquarters in Oceanside, California. Our team is made up of talented and dedicated individuals who are both competitive and team-oriented. Monterey Financial is a diverse, niche organization unlike any other in the industry, with significant advancement and growth opportunities.
Who We Are Looking For:
We succeed when our employees succeed. Monterey Financial is looking for motivated individuals with strong communication skills who are eager to take on new challenges in a fast-paced environment. We want candidates looking for long term career opportunities who are eager to grow and learn.
Summary of Role:
As the Reporting Analyst you will lead the charge in aggregating and examining data, developing insightful reports, and delivering actionable intelligence that will guide our leadership in making informed decisions. Your expertise will not only enhance our strategic planning but also improve our operational effectiveness.
A significant part of your responsibilities will include taking the lead on compiling client-specific reports and analysis. This role demands a keen eye for detail and a proactive approach to identifying trends, anomalies, and opportunities within large datasets. By tailoring reports to meet the unique needs of each client, you will directly contribute to customizing our financial solutions, thereby reinforcing our commitment to client success.
Essential Responsibilities:
Qualifications, and skills:
Education and/or Experience.
Licenses/Certifications:
Physical Demands:
This job operates its functions in a professional office environment. While performing the duties of this position, the employee is regularly required to talk or hear using a telephone headset and is required to sit for a long period while using a computer. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The noise level in the work environment is usually moderate.
Essential responsibilities listed above do not incorporate all duties tied to this position, additional tasks may be assigned or changes as needed. Reasonable accommodations may be made to individuals with disabilities to perform the essential duties.
What We Offer:
At Monterey Financial Services, LLC, we offer our employees a career and not just another job. We pride ourselves on long-term employee retention, which is proven by the large percentage of our team who have been with Monterey for over a decade. In addition, you will be joining an inclusive and diverse company culture that puts their employees first and shows them the recognition they deserve. There is no better feeling than being appreciated, which is why we have implemented many different ways to say “Thank you!” to our team in addition to our competitive starting pay and benefit package.
Additional Perks & Benefits:
Monterey Financial Services, LLC is an Equal Opportunity Employer. We do not discriminate against any employee or applicant because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or any other basis protected by law.
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