Financial Controls Reporting Analyst

Coastal

. Document partner controls relevant to Coastal’s ICFR requirements and map them to the Partner ICFR Framework .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $82,678 - $89,568 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong expertise in Internal Controls over Financial Reporting, including SOX and ICFR compliance, with a focus on risk-based testing procedures and evidence evaluation. Proficient in managing multiple control assessments and communicating findings effectively to stakeholders.

Highest-signal resume keywords

Internal Controls Over Financial ReportingSOX ComplianceControl Testing ProceduresEvidence EvaluationFinancial Reporting Impact Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Internal Control TestingEvidence EvaluationSample-Based TestingException AnalysisWorkpaper DocumentationRisk-Based Testing ProceduresControl WalkthroughsGap TrackingControl Deficiency IdentificationRemediation Tracking

Soft Skills

Analytical SkillsWritten CommunicationVerbal CommunicationTime ManagementProblem-Solving

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OutlookControl-Testing Tools

Industry Keywords

SOXICFRCOSO FrameworkSOC 1SOC 2CUECITGCGAAPFinancial ServicesFintech

About the role

Key responsibilities & impact

Document partner controls relevant to Coastal’s ICFR requirements and map them to the Partner ICFR Framework
Maintain partner ICFR control inventories, alternative control testing documentation, gap tracking, and supporting evidence
Determine which partner control or control objective requires targeted testing based on identified gaps
Develop and perform targeted alternative testing procedures using Coastal’s approved methodology
Perform targeted testing of identified CUEC gaps
Perform control walkthroughs as needed
Obtain and evaluate evidence supporting control design and operating effectiveness
Validate testing populations and sample selections when required
Prepare testing workpapers covering controls, periods, populations, evidence, testing attributes, results, exceptions, resolutions, and preliminary conclusions
Identify and escalate control deficiencies, missing evidence, testing exceptions, or insufficient support
Track remediation and perform follow-up testing
Support the Fintech Financial Controls Manager in evaluating whether testing addresses identified gaps
Coordinate with Partner Risk and Internal Control testing teams on SOC, ITGC, CUEC, transaction, or account-level testing matters
Communicate testing status, exceptions, remediation progress, and financial reporting impacts
Assist with management and audit reporting as requested

Requirements

What you’ll need

Strong understanding of internal controls over financial reporting and control testing concepts
Working knowledge of SOX, ICFR, and the COSO framework
Working knowledge of SOC 1 and SOC 2 reports, CUECs, ITGCs, and business process controls
Ability to translate control or assurance gaps into practical, risk-based testing procedures
Experience performing internal control testing, including evidence evaluation, sample-based testing, exception analysis, and workpaper documentation
Ability to distinguish between missing controls, missing evidence, missing testing, and missing audit coverage
Strong analytical skills to evaluate evidence, identify control issues, assess financial reporting impact, and develop preliminary conclusions
Strong written and verbal communication skills
Ability to independently manage multiple partner control assessments and testing assignments within established timelines
Proficiency with Microsoft Excel, Word, Outlook, and other control-testing tools
Bachelor’s Degree and/or equivalent combination of education and relevant experience
5+ years of relevant experience in Internal Controls, SOX/ICFR, Internal Audit, public accounting, financial controls, risk management, or related control testing functions
Experience performing business process control testing, alternative control procedures, or other risk-based internal control testing preferred
Experience with SOC reports, CUEC assessments, or ITGC audit results preferred
Fintech, Banking as a Service, financial services, or banking experience preferred
Working knowledge of GAAP and financial reporting concepts preferred
Ability to work without employment sponsorship

Benefits

Comp & perks

Medical Coverage: Choose from three competitive medical plans
Health Savings Account (HSA) with tax advantages and employer contributions
Flexible Spending Accounts (FSA) for healthcare and dependent care expenses
Dental and Vision Insurance
Company-paid basic life insurance with options to purchase additional coverage
Long-Term /Short-Term Disability (LTD)
Supplemental Hospital Indemnity, Accident Insurance, and Critical Illness coverage
401(k) Retirement Plan with company matching
Generous vacation and sick leave policies
11 paid holidays
Bonus offered