Financial Reporting Manager 

We have a tremendous opportunity for someone with financial reporting experience. Our client is a $5B - $10B Indiana based financial institution looking to add a Financial Reporting Manager to serve as the central coordination point for reporting across Asset Liability Management, Liquidity Risk and Investment Strategy functions. 

If you are looking for a highly visible reporting role with the opportunity to continue your career growth, this opportunity is for you.

Essential Functions

The Financial Reporting Manager ensures that all asset liabilities committee (“ALCO”) packets, Board reports, regulatory submissions, policies, and supporting memoranda are accurate, complete, professionally formatted, logically organized, and delivered on time. The role focuses on process integrity, document control, and workload coordination across Asset Liability Management (“ALM”), Liquidity Risk, and Investment Strategy functions.

• Serve as the central coordination point for strategy and treasury activities spanning Asset Liability Management, Liquidity Risk, and Investment Strategy.
• Translate priorities and balance sheet strategy into coordination execution plans.
• Coordinate inputs, timelines, and interdependencies across ALM, Liquidity Risk, and Investment Strategy to support ALCO, Board reporting, and regulatory engagement.
• Ensure analytical outputs from ALM, liquidity assessments, and investment strategy are aligned in assumptions, timing, and narrative when presented to senior leadership and governance forums.
• Support the preparation of enterprise-level strategy, balance sheet, and risk discussions for ALCO and the Board of Directors.
• Act as a connective interface between the Bank and the investment subsidiary to ensure consistency in strategy execution, governance cadences, and reporting alignment.
• Support management of enterprise treasury initiatives, including liquidity enhancements, balance sheet repositioning, and strategic investment actions.
• Coordinate with Treasury Governance & Reporting resources to ensure disciplined, timely, and consistent delivery of materials.
• Serve as the operational bridge to coordinate workflows, priorities, and execution across the team.
• Develop, implement, and enforce a standardized document organization and file-naming structure to ensure immediate retrievability and audit readiness.
• Utilize workflow and project-management tools (e.g., Monday.com or similar platforms) to calendar commitments, track progress, and manage competing priorities.
• Perform quality-control reviews for grammar, formatting, clarity, and internal consistency across documents prior to executive or regulatory distribution. 

Here is what our client offers:

• A financially sound, future focused, financial institution preparing for the next phase of growth
• A highly visible, fast paced opportunity
• An opportunity to make an immediate and significant contribution
• An opportunity to be the “go to person” for the bank’s strategy and treasury activities.

Here is what our client requires:

• Minimum of 5 years of experience in banking, treasury, finance, risk management, operations, project management or related fields required. Preferably in a regulated financial services environment.
• Experience interfacing with executive leadership, committees, board reporting, or governance activities preferred.
• Bachelor’s degree in business administration, finance, accounting, economics, banking, information systems or another closely related field required.
• Working knowledge of Asset Liability Management (“ALM”), liquidity, management, investment strategy, treasury operations, or financial institution governance preferred.
• Experience preparing, coordinating, and maintaining executive reports, board materials, meeting documentation, and regulatory submissions preferred.
• Project Management certification or related professional designation is a plus.

If this sounds like the opportunity you have been looking for, please apply using the “Apply” link.  If you have questions about this opportunity, feel free to call Kevin O’Connor @ (724) 837-6338.

Confidentiality

We respect your privacy and will never submit a resume to a third party without your permission.  You can be assured that the information you give us will never be forwarded to any company without your specific, direct permission in advance.