Financial Reporting & Technical Accounting Senior Manager

You are an experienced accounting leader with deep expertise in SEC reporting, technical accounting, and regulatory compliance. You enjoy solving complex accounting issues, leading teams, and partnering across the organization to ensure accurate and timely financial reporting. You bring strong analytical skills, attention to detail, and the ability to communicate complex accounting matters to a variety of stakeholders.

The Financial Reporting and Technical Accounting Senior Manager will develop, review, analyze, monitor, and submit all SEC and Regulatory filings (i.e. Call Report, Y-9C) in accordance with required regulatory and GAAP principles and practices. This position will oversee all aspects of certain technical accounting topics as well as internal controls over financial reporting (“ICFR”). Candidate will also take the lead on identifying, analyzing impact, documenting conclusions and implementing changes for any new accounting standards deemed to likely impact to the Company. This position works under the direction of the Director, Accounting and Operations and Controller.

• Oversees all Company external financial reports, and filings required by the Securities and Exchange Commission (“SEC”).
• Responsible for compilation, review and filing of the Proxy, 10-K, 10-Q, 8-K, and other regulatory reports (i.e. Call Report, Y-9C, Y-9LP) and monitoring the financial reporting calendar to ensure deadlines are being met timely.
• Leads and reviews the accounting, reporting and documentation of key bank processes – ACL, stock compensation, investments, and equity investments.
• Train and coach the Reporting and Technical Accounting team, ensuring the highest standard of performance, teamwork, development and service.
• Be the US GAAP subject matter expertise and assist reporting team in ensuring technical issues are well analyzed and reflected in company’s technical memos and financials.
• Support FDICIA and SOX compliance and internal control matters.
• Directs compilation of the Company’s financial reports such as monthly close package, board reporting, investor communications, and other required GAAP based reporting.
• Ensure close process, as it relates to Reporting and Technical Accounting area, is timely and create a process to gather and compile all supporting schedules and reports that flow into various SEC and regulatory reports.
• Monitor and ensure timely identification and compliance with emerging accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner.
• Responsible for accounting policy creation, updates and review, discerning the accurate application of GAAP and effectiveness of internal controls over financial reporting.
• Manages the tracking and reporting on all stock compensation plans and related accounting treatment, including, but not limited to grants, exercises, forfeitures for option and restricted stock plans.

• Bachelor’s degree in Accounting required.
• Master’s degree in Accounting preferred.
• 7–10 years of public accounting and external reporting for a publicly traded company.
• 1-3 years of financial services industry experience preferred.
• Expert knowledge of GAAP, XBRL data tagging, and direct experience drafting SEC filings required.
• CPA upon hire required (CPA track considered with equivalent experience).
• Experience researching and implementing accounting standards.
• Excellent communication, organization, and project management skills.
• Expert Microsoft Excel skills required.

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.