Duties and Responsibilities

Senior Analyst, Financial Reporting

San Francisco, California

At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic. 

Incredible teams doing exceptional work, every day.

In Financial Reporting, we are committed to excellence and to providing extraordinary service.  We have a team of colleagues who partner with other functional groups to produce quarterly and annual financial reports, as well as to provide guidance to various stakeholders on accounting/reporting issues.

The Senior Analyst is a high impact member of the team involved in all aspects of the financial reporting process.  The Senior Analyst ensures that reports not only comply with applicable requirements, but constantly evolve and improve to meet the dynamic needs of the organization and in response to external factors.  The Senior Analyst also is at the forefront of financial and regulatory reporting developments, and is a key contributor who works with functional groups on reporting inquiries within the Bank. 

What you’ll do as a Senior Analyst:

• Prepare financial statements, schedules and disclosures for SEC and FDIC reporting purposes (including Earnings Release, 10-Q, 10-K, Call Report, Proxy, Basel III regulatory disclosures, Investor Presentation), Federal Reserve reporting purposes (including FR2644, TIC reports) and U.S. Census surveys.

• Prepare FDIC/Federal Reserve pronouncements log, disclosure checklists and memos.

• Implement new disclosures, including documentation of requirements, mock disclosures, peer research and other deliverables, and lead meetings with functional groups.

• Calculate FDIC insurance premium assessments and monitor changes to the FDIC insurance premium rulemaking

• Research accounting topics/reporting issues, and regularly coordinate and collaborate with other team members and other functional groups.

• Monitor and provide guidance on accounting and regulatory developments and communicate the resulting reporting implications.  Collaborate with Accounting Policy and other functional groups (for example, Accounting, Finance, Credit Administration, Loan Servicing, Deposit Services) to implement changes in reporting processes.

• Proactively make enhancements to reporting processes, and engage in automation projects related to financial reporting.

• Perform ad-hoc financial analyses and reconciliations as necessary.

• Lead or assist with ad-hoc accounting/reporting projects as assigned.

What skills you will use:

• Self-motivated individual with a strong interest in accounting and reporting issues

• Excellent analytical and organizational skills

• Effective interpersonal skills

• Strong written and oral communication skills

• Team player

• Hands-on approach to accomplishing tasks

• Detail-oriented skills to problem solving and ability to learn systems and processes quickly

• Furthers the First Republic Bank culture and values

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic. 

If you are curious to learn more about this opportunity, we'd love to hear from you.

Job Demands:

• Bachelor’s degree in Accounting

• At least 3 years of experience at a Big 4 (external audit) or mix public accounting/SEC reporting experience

• Financial Services or Banking experience preferred

• CPA preferred

• Strong understanding of GAAP and SEC reporting requirements

• Proficient in Word and Excel

• Workiva experience a plus

• Ability to handle multiple tasks/projects and meet tight deadlines

Own your work and your career — apply now
Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Base salary range

$100,000 - $120,000 annually

 

Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program.  Annual bonus, incentive pay and/or equity may also apply depending upon the role.