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Financial Reporting Manager


As the largest 529 plan in the nation, Virginia529 helps students dream, save and achieve. We offer a variety of programs to help families save for future education expenses. Every day we continue to provide value to our customers through program enhancements, technology improvements, and education and scholarship opportunities.

Our employees are the heart of our organization’s success, which is why we believe in promoting an engaging, positive, and rewarding workplace.  Working for Virginia529 provides an opportunity to do meaningful work and contribute your talent to a collaborative organization. 

Our growing team is seeking an experienced professional to be the Financial Reporting Manager in our Accounting department. This person will have an integral role in the development, review and publication of Virginia529’s annual financial statements.

Primary Responsibilities:

  • Oversee accounting activities related to external financial reporting and analysis, financial statement preparation and internal financial reporting.
  • Serve as a leader and subject matter expert to the Financial Reporting team.  Supervise the team’s workload and monitor for completion and accuracy.
  • Oversee staff in the year-end closing process, preparation of financial statements, trial balances, adjusting entries, work schedules and footnote disclosures in accordance with GAAP.
  • Monitor and ensure compliance with evolving accounting guidance; lead the team in interpretation and implementation of GASB Statements and other applicable accounting standards.
  • Serve as liaison with technical staff on reporting and data projects; assist with internal and external data requests.

Minimum Qualifications:

  • Bachelor’s degree in Accounting, Finance or related field required; CPA and/or Master’s preferred
  • Prior experience managing a team of Accounting or Finance professionals
  • Significant experience in finance or governmental accounting with a demonstrated knowledge of GAAP, budget practices, financial reporting and general business processes.  An equivalent combination of education and experience may be considered.
  • Experience with business accounting software required.
  • Experience with Commonwealth budgeting, federal and state regulations relating to Section 529 plans, accounting principles and related activities a plus.

Knowledge, Skills, and Abilities:

  • Knowledge of SEC and applicable municipal security disclosure rules preferred.
  • Proficiency working with external and internal financial systems to review and analyze data, reconfigure data using data management software, create reports and draw conclusions.
  • Ability to read, compile, categorize, tabulate, analyze and verify data; and accurately interpret accounting records, complex financial statements, budget and forecasting detail, policies and procedures, and investment statements
  • Ability to prepare detailed financial statements and related reports.
  • Ability to build rapport and interact with coworkers, other state government employees and members of the financial community
  • Ability to interpret the meaning of information for others - translating or explaining what information means and how it can be used
  • Ability to identify and define problems, collect data, establish facts, develop and communicate options and draw valid conclusions
  • Ability to adjust to shifting priorities and demands while meeting critical deadlines
  • Knowledge of employee relationship building and performance management techniques; ability to utilize strong leadership skills with a dedication to driving and achieving results

Work Environment:

  • Due to the current COVID-19 pandemic, all Virginia529 employees are working remotely. Under normal circumstances, the Financial Reporting Manager works in a typical office environment with considerable time in a sitting, stationary position.
  • Almost constantly operate a computer and other office equipment including typing and keying to enter accounting information from forms, reports and related documents.
  • Frequently communicate with team members and third party business partners; must be able to exchange accurate information accordingly.
  • Some travel required.