Financial Reporting and Technical Accounting Analyst

John Marshall Bank is hiring a Financial Reporting and Technical Accounting Analyst.

• Support SEC filings including Quarterly and Annual Reports on Form 10-Q/K, Proxy Statement, Form 8‑K, Form 3/4s and other filings, as required.
• Assist with the preparation of the quarterly earnings release and investor presentations, as needed.
• Assist in the preparation of the SEC filings, including preparation of footnotes, schedules to support the financial statements and footnotes, MD&A and other SEC required items.
• Review XBRL tagging completed by SEC reporting vendor and monitor changes in XBRL reporting requirements to ensure compliance.
• Support the issuance of press releases to announce earnings and other relevant financial announcements.
• Assist in the preparation of other management and Board of Director reports and technical accounting memorandums.
• Organize large volumes of data to create meaningful analysis and trend reports.
• Support the Financial Reporting team in collaborating with external auditors throughout the year to identify all information needed to facilitate the audit of the financial statements and to address efficiencies that may be gained in the audit process.
• Support and maintain documentation surrounding processes, procedures and controls related to the SEC reporting.
• Respond to business unit accounting questions or requests for support and drive quality and process improvements.
• Support the Financial Reporting team in monitoring evolving accounting guidance and maintain in-depth knowledge of US GAAP and SEC rules.
• Perform disclosure research by reviewing examples of peer company financial statement disclosures and support the Financial Reporting team in the development of new SEC disclosures.
• Assist with the implementation of new accounting and reporting guidance. This includes working closely with impacted departments, supporting the Financial Reporting team in drafting technical memorandums, position papers and/or policy, ensuring the guidance is implemented appropriately and incorporating the required disclosures into our quarterly and annual SEC filings.
• Support the allowance for credit losses model and review adequacy in accordance with policy.
• Support the preparation of the budget, financial forecasts and projections, utilizing historical data to inform accurate budget planning and future financial expectations.
• Maintain a good working relationship with bank employees.
• Demonstrate strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department, and in turn the organization.
• Work closely with other functional areas (i.e., operational accounting and reporting, investment accounting, tax, treasury) to resolve issues and support the achievement of business and department goals.
• Collaborate with teammates and initiate ideas to identify, design, and implement process improvements f r greater efficiency and effectiveness.
• Participate in other strategic accounting and business projects as they arise for the purpose of achieving functional goals and objectives.
• Assist in special projects for technical accounting and external reporting.
• Assist in Company's transition project from FDIC ICFR requirements to SOX 404(b) for 2027 implementation.
• Perform additional duties as assigned.

• Certified Public Accountant (CPA) (or CPA candidate with a track record progress towards obtaining a CPA license)
• Bachelor's degree in Accounting
• 2+ years of professional experience in public accounting and/or SEC reporting
• Working knowledge of key accounting standards impacting banking industry
• Advanced proficiency with Microsoft Excel (including pivot tables and macros) and other Office products including Word and Power Point
• Unquestionable integrity in handling sensitive and confidential information
• Demonstrated ability to support business decisions through in-depth quantitative analysis, financial modeling, graphical presentation and concise analytical writing.
• Strong problem-solving, exceptional attention to detail, organizational, data review and time management skills with the ability to…