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Accountant, Financial Reporting, Financial Analyst

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Beal Bank USA
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
  • Accounting
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Summary

The Accountant is responsible for maintaining accurate financial records, preparing financial reports, supporting month‑end and year‑end close processes for Beal Financial Corporation (BFC) and ensuring compliance with generally accepted accounting principles (GAAP) and company policies.

Essential

Job Duties & Responsibilities
  • Maintain and reconcile general ledger accounts
  • Prepare journal entries, accruals, and adjustments
  • Assist with month‑end and year‑end close processes
  • Prepare Hold Co cash forecasts
  • Support preparation of quarterly Holding Company ratios for Trups counter parties
  • Assist with quarterly board report preparation
  • Prepare financial statements and internal management reports
  • Reconcile bank accounts
  • Support budgeting, forecasting, and variance analysis
  • Serve as backup for daily derivative accounting processes
  • Account for Trust Preferred Securities
  • Ensure compliance with GAAP and internal controls
  • Assist with internal and external audits
  • Identify opportunities for process improvement and efficiency
Qualifications
  • Bachelor’s degree in Accounting or Finance required
  • Knowledge of GAAP and financial reporting standards
  • Proficiency in accounting software and Microsoft Excel
  • Strong attention to detail and organizational skills
  • CPA or CPA‑eligible preferred but not required
Benefits
  • Medical, dental and vision coverage
  • 401K with company match
  • 11 paid holidays
  • Accrue up to 17 vacation/sick days per year in first year on a pro‑rata basis
  • Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Equal Opportunity Employer Statement

Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws.

Notice to California Residents:
Beal Bank USA, Beal Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information as part of the application process. Applicants have rights under the California Privacy Rights Act.

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