Senior Financial Reporting Analyst

Company: Consultative Search Group
Location: Pasadena
Posted on: February 18, 2026

Job Description:

Job Description Job Description Overview: Responsible for the preparation of both internal and external reports including regulatory and SEC filings. Responsibilities Complete regulatory reporting filings such as call reports, FR Y-9LP, FR Y-9C, FR Y-6, FR Y-10 etc. assist in implementing solutions for process improvement, and maintain documentation of process and procedures Prepare monthly/quarterly risk-based capital ratios and support all aspects of compliance of regulatory capital rules Prepare monthly stock-based compensation entries and support all aspects of stock-based compensation accounting Participate in all aspects of quarterly/annual SEC filings, including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process. Provide audit, accounting, and compliance support by satisfying all requests timely and accurately with requested information Independently research accounting and disclosure-related matters and incorporate new GAAP/SEC reporting requirements into filings and recommend improvements to existing disclosures to ensure compliance and effectiveness Communicate with external and internal auditors regarding financial reporting matters Prepare various schedules for internal reporting requirements including the monthly Board package Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes Perform and complete ad-hoc analyses and projects as needed Qualifications Bachelor's degree (B.A.) from four-year college or university; and at least 4 years public accounting and/or financial reporting experience. CPA license or MBA preferred Banking/financial institution experience is preferred. Experienced in banking risk-based capital preparation is a plus Solid knowledge of generally accepted accounting principles and concepts Strong analytical, organizational, and problem-solving skills; including research skills regarding current and prospective updates to SEC disclosure requirements and regulatory reporting Demonstrated strong attention to detail and accuracy Ability to establish priorities, work independently, and proceed with objectives without supervision Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements Excellent team player who can build and leverage working relationships Experience with PeopleSoft GL and Workiva software Proficient in Microsoft Excel Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Keywords: Consultative Search Group, Laguna Niguel , Senior Financial Reporting Analyst, Accounting, Auditing , Pasadena, California