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Job description
The Financial Reporting Manager will lead the preparation, analysis, and presentation of financial reports for internal and external stakeholders. This individual will ensure compliance with accounting standards, drive the process of MBFRF reporting used by external agencies, and assist in tracking compliance with financial covenants and agency requirements. The role requires strong technical accounting knowledge, attention to detail, and the ability to communicate complex financial information to both financial and non‑financial audiences.
Key Responsibilities
Oversee the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
Ensure timely and accurate submission of internal management reports and external financial disclosures, including MBFRF filings.
Maintain compliance with regulatory requirements and support audits (internal and external).
Maintenance of financial entity org structure
Process Improvement & Controls
Develop and implement financial reporting processes to increase efficiency and accuracy.
Oversee and maintain general ledger system hierarchy and account rollup structure.
Strengthen internal controls around financial reporting.
Partner with IT, operations, and business units to streamline reporting systems.
Qualifications
Education & Certification
Bachelor’s degree in Accounting, Finance, or related field required.
CPA designation (or progress toward CPA) strongly preferred.
Master’s degree in Accounting or Finance a plus.
Experience
5–8 years of progressive accounting/financial reporting experience.
Prior experience in financial services or mortgage servicing industry strongly preferred.
Experience specifically with MBFRF filings and appropriate categorizations
Experience with GAAP, financial reporting systems, and regulatory compliance.
General knowledge of corporate federal and state tax is a plus
Strong technical accounting and financial analysis skills.
Advanced proficiency in Excel; experience with ERP/accounting software.
Excellent communication and presentation skills.
Proven ability to manage multiple priorities and meet deadlines.
What’s in it for you?
Competitive compensation and full benefits package include medical, dental, and vision.
100% company-paid life insurance and disability coverage!
401K with company matching!
17 days PTO (increases with tenure) and 9 company paid holidays!
Professional but fun, casual work environment and great team culture!
About BSI Financial
Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.
BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.