Truist
SEC Reporting Manager II
Charlotte, NC
Apr 3, 2025
Full-time
Full Job Description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Direct and manage staff in the performance of a variety of accounting and

  • Lead and support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
  • Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
  • Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
  • Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
  • Review and update policies and procedures for compliance with regulations and corporate polices and standards.
  • Coordinate development of new accounting processes and procedures.
  • Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
  • Interact with internal and external audit, and support for the auditing process overall.
  • Interact with regulators, including the SEC in regard to comment letters or other regulator inquiries.
  • Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
  • Initiate disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders/peer institutions to understand disclosure needs.
  • Provide leadership, talent development, and mentoring for team members to improve their technical expertise; review and approve work of other team members.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in Accounting, Finance, Business Administration or equivalent education and related training.
  • Certified Public Accountant (CPA) designation
  • Ten years of relevant accounting or accounting policy experience;
  • Understanding of GAAP and SEC/Regulatory Reporting.
  • Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity, and a passion for excellence; strong leadership abilities including proactive thinking and teamwork to drive the best business decisions.
  • Strong personal and professional ethics with impeccable integrity.
  • High energy level and strong work ethic to meet the demands of a fast paced, goal driven environment; results orientation, which includes meeting commitments, performance metrics, and targeted and required delivery dates.
  • Self-motivated with the ability to work without supervision.
  • Ability to work under difficult time constraints and manage multiple resources, priorities and projects.
  • Strong team orientation; eagerness to pitch in and help larger teams meet goals and responsibilities.
  • Excellent technical and research skills; excellent communication and presentation skills; excellent critical and conceptual thinking, problem solving ability and analytical skills; excellent interpersonal skills across internal and external organizational levels
  • Demonstrated proficiency in computer applications, such as Microsoft Office software products, with an emphasis on spreadsheet, word processing and database software.

Preferred Qualifications:

  • Master’s or advanced degree in Business or Accountancy
  • Strong technical accounting knowledge.
  • Prior supervisory experience.
  • Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience.
  • Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC.
  • Proficient in Essbase/Hyperion, EPM/BPC, and Workiva.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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Job Information
Job Category:
Accounting
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SEC Reporting Manager II
Truist
Charlotte, NC
Apr 3, 2025
Full-time
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