Job Title: Financial Reports Advisor

Division: Accounting & Finance

Position Summary: The FRA is a needs-based information provider that develops and enhances management, financial and ad-hoc reports to improve management’s ability to make well-informed timely decisions. Serves as a key contact who communicates well with associates at all levels of First Reliance Bank’s organizational structure and assists them with identifying their reporting needs and utilizing financial information.

Direct Reports: None

Core Responsibilities:

1. Financial Reporting

• Manage the preparation of monthly internal management reporting and completes periodic internal management reports.
• Monitors financial trends and reports it to management team.
• Consults with internal management to develop new/improved financial reporting.
• Provides user support, training, and set-up of reports.
• Liaise with various departments on developing improved financial reporting by developing and preparing custom reports.
• Recommend ways to further automate the reporting process.
• Prepare forecasts, variances, projections, and ad-hoc reporting and analysis for the company and its various departments
• Assist in the development of corporate policies, procedures, and internal control documentation for the financial reporting process

2. Compliance

• Assist in the preparation of assigned schedules/documents for internal/external audits and regulatory reports, including FDIC, Federal Reserve Bank, and SEC reports and filings.
• Coordinate SOX documentation and remediation efforts, working closely with Internal Audit to achieve defined objectives

3. Accounting

• Assist in and/or analyze significant areas of the monthly accounting close process.

4. Live First Reliance Values

• Commitment to Excellence
  • Regularly reviews the data associated with areas of responsibility to identify trends and patterns for improvement.
  • Stays informed of business trends to be well informed when providing counsel to leadership team and colleagues.

• Teamwork
  • Work with others in a candid and open manner.
  • Work collaboratively to identify solutions in the best interest of FRB.
  • Treats others with respect.

• Continuous Improvement
  • Develop an annual learning plan to improve job skills and knowledge.
  • Share ideas openly with colleagues to find ways to improve the way we do our work.

• Customer First
  • Provide customers with an enjoyable and positive experience.
  • Keep promises and commitments and adhere to established customer service standards.

• Achieve results
  • Establish annual goals and take personal responsibility to achieve results.

• Trustworthiness
  • Acts with integrity.
  • Respect the privacy rights of customers and associates.
  • Tell the truth in all communications and do not mislead by commission or omission.

• Positive Attitude
  • Model a positive attitude for others to emulate.
  • Apologize when wrong.

4. Role Specific Competencies

• Adaptability/Flexibility
  • Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.

• Creativity/Innovation
  • Generates new ideas, challenges the status quo, takes risks, supports change, encourages innovation, solves problems creatively.

• Managing Technology
  • Has an awareness of, researches and adopts effective technologies that improve the bottom line, works well with tech resources.

Minimum Requirements:

• Bachelor’s degree in accounting, business, finance or equivalent education and experience in a related field.
• 2 years accounting or related experience.
• Strong understanding of GAAP, audit standards, and internal controls over financial reporting theory, practice, and application is necessary, as well as knowledge of SEC and FDIC reporting practices
• Possesses strong analytical and project management skills and have the ability to organize workload and handle multiple tasks concurrently
• Strong judgment and interpersonal communications skills required
• Capable of organizing work autonomously or as part of a team
• Ability to communicate effectively among individual with varied financial and technical backgrounds
• Proficient in Microsoft Office Products: Excel, Word, PowerPoint and Access. Proficiency with accounting software programs is required
• Experience with query building from a central data warehouse
• Extensive experience in ODBC programming

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