Finance Director - Financial Reporting

Overview:

As a key member of the Controllership leadership team, executes the Company’s monthly financial close process and ensures the timely, accurate, and complete preparation and filing of the Company’s external financial reports with the U.S. Securities and Exchange Commission (SEC), including Forms 10-K, 10-Q, 8‑K (earnings materials), and related disclosures. Leads a high‑performing team through continuous improvement in disclosure quality and reporting controls to deliver best‑in‑class financial reporting outcomes.

Partners with the Legal and Risk divisions, Lines of Business, and all areas of Finance including Treasury, Investor Relations and Financial Planning and Analysis to maintain strong governance over financial reporting. Works closely with the Company’s external auditors in support of their independent review of the Company’s consolidated financial results.

• Oversee the end-to-end SEC reporting process and calendar, coordinating internal deliverables, managing review cycles, and enforcing governance milestones to ensure all filings are completed in a timely manner. Influences leaders across the Company to drive results needed to produce high‑quality external reports.
• Oversee the preparation, review, and tie‑out of the Company’s earnings materials and quarterly and annual financial statements, footnotes, and related supporting schedules in accordance with U.S. GAAP and SEC regulations. Also responsible for issuing financial statements for certain subsidiaries of M&T and M&T Bank, including M&T Realty Capital Corporation and M&T Securities, Inc., as well as financial statements for the Company’s 401(k) plan, employee benefit plan and a foreign banking office.
• Lead an accounting operations and close reporting team responsible for ensuring the systematic processing of transactions from source systems to the general ledger, appropriate consolidation of results considering intercompany activity and related eliminations, and production of internal consolidated reports. Review complex accounting entries and major transactions affecting SEC disclosures as part of the Controllership close and governance process.
• Drive alignment of the close‑to‑report timeline by establishing expectations, monitoring progress against milestones, and escalating issues to ensure a timely and controlled month‑end close that enables accurate earnings releases and SEC filings.
• Compile and synthesize month‑end and quarter‑end financial results, key drivers, and disclosure‑related insights for an executive audience, ensuring consistency between internal reporting and external messaging. Produce executive summaries and financial reporting materials for submission to various Boards of Directors, including M&T Bank Corporation and its various subsidiaries, as well as the Company’s executive leadership team.
• Evaluate key aspects of the Company’s profitability and financial health, including net interest margin, other income and expense trends, capital and liquidity positions, unusual and notable transactions or events, earnings per share and other key financial metrics. Evaluate performance in relation to the Company’s financial plan and forecasted results and summarize for presentation to the Controller, CFO and CEO in collaboration with peers in Finance.
• Direct drafting and review of narrative sections and disclosures (including MD&A and critical accounting policies) of earnings materials and Form 10‑Q and 10‑K and other external reports, ensuring consistency with internal results, business drivers, and enterprise messaging.
• Manage and develop a team of approximately 25 staff supporting accounting operations and SEC and monthly close reporting; set clear expectations, coach performance, and build a sustainable talent pipeline and succession plan.
• Lead external reporting and disclosure governance within Controllership, including monitoring emerging SEC rules and interpretive guidance and aligning disclosures to peer practices and regulator focus areas. Participate as a member of the Company’s Disclosure Committee, present earnings materials and quarterly/annual SEC filings to that committee and…