Manage and execute initiatives to ensure external reporting compliance with U.S. GAAP for the parent company and as needed, affiliate and subsidiary entities.
Oversee SEC filings, including Forms 10-K, 10-Q, and 8-K. + Provide support for financial statement disclosures. + Manage the employee benefit plan audit and financial statement process. + Review or prepare subsidiary and affiliate company financial statements and other reports as required.
Coordinate tasks and projects within the financial reporting team to ensure compliance with documented financial controls and maintain process documentation.
Review reporting and analyses prepared by the financial reporting team and assist in preparing financial reports for internal stakeholders, including executive management.
Proactively monitor, research, and report on emerging accounting standards and company-specific transactions; develop related accounting policies and disclosures.
Establish and maintain strong working relationships with key stakeholders, including Investor Relations, Internal Audit, external auditors, and Accounting Operations leadership.
Review and perform reporting controls to ensure the integrity and accuracy of financial systems, processes, and data.
Collaborate with auditors to resolve audit requests and reporting questions.
Oversee the preparation of compliance reports, including debt covenant compliance.
Partner with the AVP to lead and mentor team members, including staffing decisions, performance reviews, salary recommendations, and professional development.
Support the AVP and SVP in maintaining compliance with company policies, SOX 404 control frameworks, and applicable SEC guidance.
Identify and implement process improvements to enhance reporting efficiency and accuracy.
Perform other duties as assigned.
Attendance is generally required from 8 : 30 am – 5 : 30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
BS / BA in Accounting or Finance. CPA required.
4+ years of Big 4 public accounting experience with a focus on SEC reporting required.
Financial services industry experience preferred.
Solid understanding of U.S. GAAP and SEC reporting standards.
Strong accounting, analytical, and problem-solving skills.
Proven ability to research, document, and conclude complex accounting issues.
Excellent written and verbal communication skills across organizational levels.
Strong time management, organizational, and project management capabilities.
Demonstrated people leadership, coaching, and delegation skills.
Detail-oriented and efficient, with excellent business judgment.
Advanced proficiency in Microsoft Excel.
Familiarity with Alteryx and AI-based financial tools is a plus.
Self-starter who takes ownership of challenges, identifies opportunities for improvement, and consistently strives for excellence.
Ability to meet deadlines and manage multiple competing priorities effectively.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
What We Offer
The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023
Comprehensive benefit options\
that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include : - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matchingOur experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.
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