Technical Accounting Manager

The Accounting Policy Manager will lead the organization’s accounting policy framework and technical accounting analysis for a publicly traded financial services bank. This individual will evaluate complex and non-routine transactions, interpret U.S. GAAP and SEC disclosure requirements, and ensure consistent accounting application across the enterprise. The role will partner closely with SEC Reporting, Finance, Treasury, Risk, Legal, and external auditors to support accurate financial reporting and strong governance in a SOX environment.

• Serve as the primary technical accounting and accounting policy resource for the Controller, CFO, and Finance leadership.
• Attend and contribute to meetings with the CFO and Executive Team regarding accounting implications of major business decisions, transactions, and strategic initiatives.
• Own accounting policy development and governance, including:
  • Creating, maintaining, and updating formal accounting policies
  • Driving consistency of interpretation and application across the organization
  • Maintaining a policy library and adoption roadmap for new standards
• Research, interpret, and apply U.S. GAAP (ASC) and SEC requirements; monitor upcoming changes in guidance and evaluate their impact.
• Prepare and review technical accounting memos and supporting documentation for significant judgments and non-routine transactions, including positions subject to audit scrutiny.
• Provide guidance for banking and financial services accounting topics including:
  • Loans and allowance for credit losses (CECL / ASC 326)
  • Fair value measurement (ASC 820)
  • Derivatives and hedging (ASC 815)
  • Investments and debt securities
  • Business combinations (ASC 805)
  • Revenue recognition (ASC 606), leases (ASC 842), stock comp (ASC 718)
• Partner with SEC Reporting to support external reporting requirements, including:
  • Footnote and disclosure drafting support
  • Accounting policy disclosures and critical accounting estimates
  • Support for 10-Q/10-K filings and earnings-related disclosure needs
• Strengthen SOX and internal control effectiveness by ensuring policies align with process controls and documentation requirements.
• Coordinate and support external audit engagement on policy issues and technical accounting positions.
• Provide training and guidance to cross-functional stakeholders (Accounting, FP&A, business leadership) on accounting policy updates and new guidance.
• Lead special projects related to new products, strategic investments, M&A, and financial instrument accounting.

• Bachelor’s degree in Accounting (Master’s preferred).
• CPA required (or actively in process).
• 4+ years progressive experience in technical accounting / accounting policy.
• Experience in public company reporting and SOX environment strongly preferred.
• Financial services / banking experience preferred (or audit/advisory experience serving FS clients).
• Proven ability to draft well-supported technical accounting memos and present conclusions to senior stakeholders.

• Strong executive communication skills (ability to explain technical accounting in business terms)
• Comfortable presenting in leadership settings and challenging assumptions when needed
• Strong attention to detail and documentation discipline
• Ability to manage multiple high-priority work streams in a deadline-driven environment
• Strong judgment, ownership mindset, and audit-ready approach to conclusions

• High visibility role with direct access to Controller and CFO
• Involvement in strategic and high-impact decisions across the enterprise
• Opportunity to become a “go-to” technical accounting leader for complex banking transactions
• Strong path to Accounting Policy Director / Assistant Controller / Controller succession