Accounting Associate - Reporting
Listed on 2026-10-18
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Finance & Banking
Financial Reporting
About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America's Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people.
We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
How This Role impacts Live Oak and its People This position will be responsible for supporting Accounting Managers in external and internal financial reporting requirements of Live Oak Banking Company, its affiliate companies, and parent company. Responsibilities will include, but may not be limited to, preparation of underlying financial statements and disclosures, for SEC, regulatory, and board reporting.
What You'll Do at Live Oak- Assist with the Company's SEC reporting processes, including preparation of 8-Ks, 10-Qs, and 10-Ks
- Assist in the preparation of regulatory reporting, including FR 2900, call report, and Y9s
- Assist with month, quarter, and year-end closing process, including but not limited to creating journal entries and reporting
- Assist with recording, transaction monitoring, and reporting of the equity investment portfolio
- Assist with preparing supporting documentation for taxes, such as state apportionment and provision
- Promote change while helping enhance efficient and effective financial reporting processes
- Support and maintain internal control over financial reporting and equity investment processes
- Engage in and/or oversee special projects as required
- Prepare financial schedules/work papers that support financial statement and disclosure requirements for SEC, regulatory, and internal financial reporting
- Prepare quarterly earnings presentation
- Prepare journal entries to close the books (such as healthcare accrual, subsidiary flight allocation, internal use software, and equity investment entries)
- Interact with members of the Accounting team and other departments at the Bank to support the creation of financial reports and/or disclosures
- Maintain proper documentation as required for record retention purposes
- Function as a team and understand all members of the team are vital to our collective success
- Bachelor's degree in Finance or Accounting or equivalent experience
- Have a positive attitude and promote a culture of collaboration and teamwork
- Be organized, detail-oriented and have excellent written and verbal communication skills with various levels of management
- Be a self-starter, a team player, flexible and able to work on several projects simultaneously
- Strong analytical, problem-solving, time management and computer skills, including proficiency with Microsoft Office (Word, Excel and PowerPoint)
- Basic knowledge of financial institution operations
- Proactive in project planning and execution, able to meet precise deadlines and deliver a quality product
- 1-2 years accounting experience
- Dedication:
Possess a deep commitment to Live Oak Bank's mission and core values, exemplified through a strong work ethic, adaptability and pride in your work. - Ownership:
Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality. - Respect:
Treat everyone with courtesy, politeness, and kindness. - Innovation:
Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems. - Teamwork:
Foster collaboration, accountability, and trust with others and…
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