Top Financial Reporting Executive jobs in San Jose, CA

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)

Recently Added Top Financial Reporting Executive jobs

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Investment and Financial Reporting Manager
  • Santa Clara University
  • Santa Clara, CA FULL_TIME
  • Position Title: Investment and Financial Reporting Manager

    Position Type: Regular

    Salary Range:
    $92,500-$125,000 annually; commensurate with experience

    Pay Frequency: Annual
    POSITION PURPOSE

    This position will manage the team of Senior Investment Analyst and Senior Accountant in all assignments, including University's contribution (gift) revenue and pledge receivable reconciliations and analysis; monthly investment Journal entries; review of capital calls; appropriate recording and analysis of investments and charitable remainder trusts and annuities; University's endowment reporting and unitization of endowment pool and preparation of investment footnotes for the financial statements. The position is also responsible for coordinating university tax reporting and other tax matters as well as assist the Assistant Controller and Controller in preparation of the University financials as well as act as a Finance Representative to various University departments and train other Finance Representatives.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    1.Manage the Investment Accounting Process and the Senior Investment Analyst
    Train and manage the Senior Investment Analyst in all tasks, including the monthly investment account reconciliations and journal entries to record investment activity.
    Act as a liaison between the auditors and the Investment Office.
    Prepare or delegate preparation of information requested by the University's external auditors, including the investment lead sheets and financial statement footnotes.
    Prepare Investment Rollforward analysis, to be used in the cash flow statement.
    Review capital calls initiated by the Senior Investment Analyst and verify that all capital calls are initiated and approved timely.

    2. Manage Gift Accounting Process and Senior Accountant
    Train and manage Senior Accountant in University's gift revenue cycle and reconciliations for pledge receivables and reserve accounts.
    Oversee Charitable remainder annuity and trust administration and accounting.
    Ensure stock gifts are appropriately recorded and reconciled.
    Train, manage and delegate the tasks associated with preparation of schedules for annual financial audit and annual Income Tax Return.
    Respond to queries and provide guidance to Senior Accountant especially while providing financial support and analysis to the Law School, Property Management, University Relations and other departments as assigned.

    3.Coordinate University Income Tax Return Preparation
    Compile and analyze data to facilitate the annual Income Tax Return (Form 990 and 990-T) filing.
    Coordinate with the external tax preparer firm, to prepare the tax return.
    Work with University departments, such as Development and Conference Services, to obtain information needed for the tax return.
    Identify University activities that represent unrelated business income tax (UBIT), prepare schedules for the tax return and financial statement audit.
    Gather and analyze K-1's for the University's investments.
    Prepare and distribute the annual tax questionnaire sent to University officers, directors, trustees and other key employees. Compile results and incorporate in the tax return.
    Evaluate University policies for not-for-profit tax matters, such as tax-exempt bond compliance, executive compensation, and UBIT, coordinating across departments to suggest and implement necessary changes. Expand and publish documentation of procedures.
    Prepare supporting schedules and respond to questions to assist tax preparer firm with the preparation of state tax returns.

    4.Other Taxation Responsibilities
    Respond to tax-related questions from academic and administrative departments.
    Develop and monitor policies, procedures, and processes that comply with tax regulations, including sales and use tax, taxable fringe benefits, and imputed income.
    Manage process for monitoring private use on the University's tax exempt bond projects. Prepare analysis as required for reporting on IRS 990 Schedule K.
    Research and remain informed about new University initiatives and changing laws that impact not for-profit organizations and the higher education sector, and be proactive in the development of the related University policies and procedures incorporating the changes in the laws.
    Coordinate with the Provost Office to calculate imputed income on employee note receivable forgiveness and other compensation items, and communicate to the Payroll department.
    Monitor for potential imputed income inherent in University housing leased to faculty or staff.
    Prepare annual return for Foreign Bank Account reporting (FBAR) for the University and account signers.
    Supervise preparation of sales and use tax returns and 540NR forms. File the returns for Santa Clara and Alameda County.

    5.Endowment Accounting and Reporting
    Use Fundriver endowment management software to unitize endowment pool on quarterly basis. Add new gifts to the Fundriver system on a quarterly basis, and perform quasi endowment transfers.
    Calculate yearly income allocation in Fundriver and verify accuracy and consistency with the spending formula.
    Coordinate with the University Budget Office to ensure endowment income is transferred to the correct operating funds or reinvested, as appropriate.
    Coordinate yearly endowment donor reporting with Development office.
    Utilize functionality of Fundriver to create custom reports to be used by Management in decision making.
    Administer the Fundriver system, manage access and security, and train departmental users to obtain necessary information.
    Perform modelling of endowment income, as needed to facilitate decision making.
    With the help of Senior Accountant, prepare and reconcile endowment roll forward.

    6.Chief Finance Representative
    Act as a resource to other Finance Representatives by answering questions and providing training.
    Develop training curriculum that results in consistent training across campus.
    Develop and publish a comprehensive FAQ document to answer department questions.
    Assist in maintenance of financial forms and reference documents on the University Finance Office website.
    Analyze data in order to provide meaningful information to managers to support business decision making.
    Act as a financial liaison between the department business managers and the University Finance office (UFO).
    Monitor fund balances and department budgets to rectify any fund deficits and/or budget overages.
    Process Financial Transaction Adjustment Request (FTAR) journal entries for departments, ensuring University procedures and fund structure rules are followed.
    Provide Workday Financials training to new business managers within supported departments.

    7.Assist in preparation of University financials
    Perform Allocation of University plant, facility, interest and other expenses to programs
    Analyze restricted funds activity to prepare net asset roll forwards
    Assist with preparation of year end financials, workpapers, and related audit schedules

    8. Other Duties
    Prepare statistical/financial management reports, year-end account audit schedules and tax schedules as needed.
    Work with others to ensure related processes flow effectively and efficiently.
    Utilizing available technology, review policies and procedures and propose changes to improve effectiveness in executing responsibilities.
    Continue to develop expertise with available technology
    Student Staff supervision as needed
    Other tasks as assigned

    RECEIVES WORK DIRECTION FROM

    Receives work direction from Assistant Controller, University Controller, Associate Vice President for Finance and other colleagues as appropriate.

    GENERAL GUIDELINES
    Recommends initiatives and implements changes to improve quality and services.
    Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices.
    Maintains contact with customers and solicits feedback for improved services.
    Maximizes productivity through use of appropriate tools; planned training and performance initiatives.
    Researches and develops resources that create timely and efficient workflow.
    Prepares progress reports; informs supervisor of project status; and deviation from goals. Ensures completeness, accuracy and timeliness of all operational functions.
    Prepares and submits reports as requested and required.
    Develops and implements guidelines to support the functions of the unit.

    QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.

    This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.

    KNOWLEDGE, SKILLS AND ABILITIES

    Proven problem-solving and analytical skills, including the ability to identify a problem, develop a solution, and implement that solution in cooperation with others or independently.
    Must possess strong interpersonal, written and oral communication skills.
    Strong customer service focus with an emphasis on outreach to departments; ability to listen to and understand the unique needs of each department.
    Experience in fund accounting, financial aid fund management, knowledge of federal programs and regulations preferred.
    Experience coordinating banking relationships including merchant services preferred.
    Experience with major administration systems such as Workday, Oracle or SAP desired. Preferably possess advanced knowledge of data query and reporting tools (nVision).
    Excellent advanced computer skills (Excel, MS Word, etc.)
    Ability to interpret and apply complex rules and regulations relating to student loan programs and student receivables.
    Possess a high degree of initiative, attention to detail and follow through, as well as ability to adjust to changing requirements and priorities.
    Commitment to understand and willingness to support Santa Clara University's distinctive Jesuit educational vision and institutional values of competence, conscience and compassion in the pursuit of its mission and goals.

    EDUCATION AND/OR EXPERIENCE
    Bachelor's degree in Accounting and/or Finance or CPA required; Advanced degree preferred.
    At least 8 years of relevant experience in a Finance or Treasury environment required.

    PHYSICAL DEMANDS

    The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets the skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation .

    Considerable time is spent at a desk using a computer terminal.
    May be required to travel to other buildings on the campus or to the Jesuit School of Theology campus in Berkeley.
    May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
    May be required to occasionally travel to outside customers, vendors or suppliers.

    WORK ENVIRONMENT
    The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.

    Typical office environment

    Indoor office environment with windows.
    Offices with frequent interruptions.

    EEO Statement
    ​ Equal Opportunity/Notice of Nondiscrimination

    Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/

    Title IX of the Education Amendments of 1972

    Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Jenna Elliott, Interim Director of Equal Opportunity and Title IX, 408-551-3043, jrelliot@scu.edu , www.scu.edu/title-ix . Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).

    Clery Notice of Availability

    Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

    Americans with Disabilities Act

    Santa Clara University affirms its' commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources , and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu .

    Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

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  • 19 Days Ago
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Financial Reporting Accountant/ ERP/
  • TellusSolutions
  • San Carlos, CA FULL_TIME
  • Job Description:General:The Financial Reporting Accountant reports to a Senior Accountant and performs a variety of accounting activities in accordance with Generally Accepted Accounting Principles (G...
  • 7 Days Ago
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Financial Reporting Accountant
  • Simpson Strong-Tie
  • Pleasanton, CA FULL_TIME
  • Simpson Strong-Tie is a leader in engineered structural connectors, software, and solutions for the building industry. We maintain a reputation as a trusted manufacturer, partner, and corporate citize...
  • 23 Days Ago
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Executive Assistant (Reporting to the CEO)
  • Exponent Inc.
  • Menlo, CA FULL_TIME
  • About Exponent Exponent is a leading engineering and scientific consulting firm that brings together more than 90 different disciplines to solve the most pressing and complicated challenges facing sta...
  • 13 Days Ago
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Executive Assistant (Reporting to the CEO)
  • Exponent Inc.
  • Menlo, CA FULL_TIME
  • About Exponent Exponent is a leading engineering and scientific consulting firm that brings together more than 90 different disciplines to solve the most pressing and complicated challenges facing sta...
  • 13 Days Ago
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Senior Manager, Financial Reporting Controls
  • US00 The Clorox Company
  • Pleasanton, CA FULL_TIME
  • Clorox is the place that’s committed to growth – for our people and our brands. Guided by our purpose and values, and with people at the center of everything we do, we believe every one of us can make...
  • 19 Days Ago
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0 Top Financial Reporting Executive jobs found in San Jose, CA area

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Direct Market Manager - Lifeline and ACP Expert (San Jose, CA)
  • ThinkTank LLC
  • San Jose, CA
  • Job Description Job Description ThinkTank Telecom, LLC is actively seeking a motivated and entrepreneurial Direct Market...
  • 4/23/2024 12:00:00 AM
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Direct Market Manager - Lifeline and ACP Expert (California - San Jose)
  • ThinkTank LLC
  • San Jose, CA
  • Job Description Job Description ThinkTank Telecom, LLC is actively seeking a motivated and entrepreneurial Direct Market...
  • 4/23/2024 12:00:00 AM
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Office Coordinator
  • Z & L Properties Inc
  • San Jose, CA
  • Job Description Job Description The Office Coordinator will perform several administrative supports to ensure efficient ...
  • 4/23/2024 12:00:00 AM
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Director of GTM/Revenue Ops
  • Cypress HCM
  • San Jose, CA
  • Responsibilities: Drive cross-functional management of Sales, Marketing, Customer Success, Business Operations teams, an...
  • 4/23/2024 12:00:00 AM
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Financial Planning & Analysis Consultant (Independent Contractor-6 months)
  • Lumileds
  • San Jose, CA
  • Who We Are: Lumileds is the leading global light engine company serving customers in automotive lighting, general illumi...
  • 4/23/2024 12:00:00 AM
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Network Security Engineer
  • LeadStack Inc.
  • San Jose, CA
  • LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing service...
  • 4/22/2024 12:00:00 AM
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Senior Treasury Analyst : 24-00949
  • Akraya, Inc.
  • San Jose, CA
  • Primary Skills: Banking Management, KYC Compliance, Reporting, Microsoft Office, Project Management. Duration: 9+ Months...
  • 4/19/2024 12:00:00 AM
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Sr. Treasury Analyst
  • SGA Inc.
  • San Jose, CA
  • Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Treasury Analyst for a Contract assignment with o...
  • 4/19/2024 12:00:00 AM
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About San Jose, California

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Financial Reporting Executive jobs
$302,389 to $462,476
San Jose, California area prices
were up 2.9% from a year ago
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What does a Top Financial Reporting Executive do?

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