Financial Reporting Lead - In Office, Hybrid or Remote

44 Minutes ago • 3 Years +

Job Summary

Job Description

Longbridge is a leading provider of home equity solutions for seniors, committed to helping them achieve their retirement goals. The company is recognized as a Great Place to Work® and offers career growth, a collaborative culture, and comprehensive benefits. The Financial Reporting Lead is responsible for internal and external financial reporting and analyses, acting as a liaison to Senior Management and Parent (Ellington) on SEC reporting, preparing internal financial review packages, coordinating stat accounts, and ensuring compliance with financial covenants and SOX controls.
Must have:
  • Act as liaison to Senior Management and Parent (Ellington) on SEC reporting process
  • Responsible for preparation and enhancement of internal reporting
  • Coordinate and analyze stat accounts for key business drivers
  • Responsible for preparation of assigned portions of quarterly financial reporting package
  • Prepare supporting schedules for presentations, disclosures and audits
  • Ensure compliance with all financial covenants and/or requirements
  • Maintain compliance with financial reporting SOX controls
  • Preparation of external regulatory reporting, as assigned
  • Preparation for assigned portions of the Annual Audited Financial Statements
  • Stay apprised of US GAAP and SEC regulations
  • Prepare the annual GAAP disclosure checklist
  • Foster and maintain strong relationship with external and internal auditors
  • Responsible for understanding core origination processes
  • Bachelor's degree in accounting, business, finance, or related field
  • Minimum of 3+ years financial reporting experience with a public company
  • Extensive knowledge of US GAAP and SEC reporting regulations
  • SOX and internal controls experience
  • Very high level of Excel required
Good to have:
  • Financial services experience preferred
  • Knowledge of mortgage industry ideal
  • 3+ years public accounting experience with an active CPA license preferred
  • Experience in financial reporting tools, such as Workiva
Perks:
  • Best-in-class health plans (medical, dental, vision, HSA, and FSA)
  • Generous PTO
  • Paid holidays
  • Company-paid life insurance
  • Competitive 401(k) match
  • Working in a growing and dynamic industry

Job Details

Company Description

At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity.

As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined.

And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way.

But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins.

Why Longbridge?

At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team:

  • Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do.
  • A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.”
  • Benefits That Have Your Back – We’ve got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers.

If you’re looking for a place where your work truly makes a difference, we’d love to have you on board. Apply today and let’s do great things together!

Job Description

General Responsibilities:

Financial Reporting Lead is responsible for internal and external financial reporting and analyses. Candidate should be a strong team player with the ability to work independently as well as collaboratively, and have skills in preparing and communicating results. Candidate must be able to work to meet tight deadlines and adapt in a changing environment.

Primary Job Duties:

  • Act as liaison to Senior Management and Parent (Ellington) on SEC reporting process
  • Responsible for preparation and enhancement of internal reporting including monthly financial review package, monthly analytics relative to prior periods and forecast, including consideration of any key business drivers, and other GAAP, cash-based or ad hoc financial reporting for accounting and business management
  • Coordinate and analyze stat accounts for key business drivers
  • Responsible for preparation of assigned portions of the quarterly financial reporting package
  • Prepare supporting schedules for presentations, disclosures and audits
  • Ensure the Company maintains compliance with all financial covenants and/or requirements
  • Maintain compliance with financial reporting SOX controls and assist with ensuring Accounting and Finance SOX controls are completed timely
  • Preparation of external regulatory reporting, as assigned
  • Preparation for assigned portions of the Annual Audited Financial Statements, including documentation and review of support
  • Stay apprised of US GAAP and SEC regulations
  • Prepare the annual GAAP disclosure checklist
  • Foster and maintain an ongoing strong relationship with external and internal auditors that focuses on continuous improvement, communication, and productive engagement
  • Responsible for understanding core origination processes and partnering with related business partners
  • Special projects and ad hoc requests, as assigned
  • Other duties as assigned

Qualifications

  • A bachelor's degree in accounting, business, finance, or a related field
  • Financial services experience preferred, knowledge of mortgage industry ideal but not required
  • Minimum of 3+ years financial reporting experience with a public company and 3+ years public accounting experience with an active CPA license, preferred
  • Extensive knowledge of US GAAP and SEC reporting regulations
  • SOX and internal controls experience
  • Excellent in Microsoft Office products – very high level of Excel required
  • Experience in financial reporting tools, such as Workiva
  • Ability to work well with others and thrive in a collaborative environment
  • Excellent communication and interpersonal skills
  • Strong analytical and critical thinking skills, including the ability to evaluate facts and data to draw conclusions
  • Solution oriented with a focus on accuracy, integrity, and efficiency
  • Strong detail orientation and highly organized
  • Ability to multitask and prioritize to meet deadlines, strong sense of urgency and responsiveness
  • Ethical, with a commitment to company values

Additional Information

  • Full benefits
  • 401(k) with company match
  • Paid time off
  • Working in a growing and dynamic industry
  • LBF is an EEO/AA/Vet/Disabled Employe
  • Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial.

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