Financial Reporting Manager

at  Robert Half

We are in need of a Financial Reporting Manager to join our team in San Francisco, California, 94105, United States. As a key member of our Financial Services team, you will be responsible for various accounting and brokerage functions. This role provides a long-term contract employment opportunity, offering a blend of on-site and remote work, with two days per week based on-site.

• Manage and process customer credit applications, ensuring accuracy and efficiency.
• Maintain detailed and accurate records of customer credit.
• Respond and resolve customer inquiries relating to their accounts and credit.
• Monitor customer accounts regularly and take necessary action when needed.
• Apply working knowledge of SEC and FINRA Rules, US GAAP, PCAOB, and AICPA standards in the execution of duties.
• Leverage your expertise in CPA, FINRA, Banking & Brokerage, and US GAAP to enhance efficiency in operations.
• Ensure compliance with financial regulations and standards in all financial reporting.
• Collaborate with the team to achieve brokerage industry objectives and goals.
• Use your skills to improve financial processes and systems.
• Be proactive in obtaining necessary financial certifications as required for the role.
• Proven experience in a similar role within the Financial Services industry.
• Certified Public Accountant (CPA) designation is required.
• Proficiency in US GAAP principles.
• Knowledge of Financial Industry Regulatory Authority (FINRA) rules and regulations.
• Experience in Banking and Brokerage is essential.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet deadlines.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Demonstrated leadership skills and ability to manage a team.
• Strong interpersonal skills and ability to work effectively in a team environment.
• High ethical standards and professionalism, given the sensitive nature of financial information.
  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
  Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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