SEC Reporting Lead
Description
Responsibilities
Responsible for supporting all aspects of SEC reporting including completion of disclosure checklists, data gathering, discussing comments on various filing documents and review of XBRL tagging. Evaluate existing financial information systems to identify areas of improvement in processing efficiencies and quality of information provided. Ensure all financial information is complete and accurate for timely internal and external financial reporting, including monthly, quarterly, and annual deliverables. Maintain strong working knowledge of relevant SEC rules and regulations and U.S. GAAP guidance. Identify opportunities to automate SEC and tax information generated directly from Tyler systems in order to reduce our reliance on Excel and manual spreadsheets. Research accounting/reporting issues and develop support for selected accounting treatments. Research technical accounting guidance, and deliver complicated technical accounting memos and analysis, preferably including ASV 350, ASC 718, and ASC 805. Monitor, assess and implement new accounting pronouncements applicable to the company and transactions. Ensure processes associated with the pulling and presentation of information are well documented and meet the minimum requirements of SOX 404. Manage contributors to the SEC filing process and quarterly earnings releases. Coordinates and manages SOX 404 documentation requests from Internal Audit and External audit. Ultimately manage the preparation of financial statements for routine SEC filings. Utilize Board (ERP software) to develop customized reporting from Board and data gathering for relevant
disclosures. Act as subject matter expert (SME) in Alteryx for data gathering and analytics. Support ad hoc requests. Support ad hoc requests, as required. Adhoc requests may include but are not limited to assisting with integration activities for new IT systems; developing analysis related to finance activities outside of SEC reporting; and leading or supporting preparation of finance/accounting presentations. Working remotely within the same MSA as worksite up to 2 days per week is an option. Must be in the office at least 3 days per week.
Qualifications
Applicant must have a Bachelor’s degree in Business Administration, Finance or Accounting and 3 years of experience at a publicly traded company or 3 years of audit experience at a public accounting firm; 3 years of experience in SEC reporting roles, and in the use of internal IT ERP systems. Some experience with GAAP and financial statements; Microsoft Excel; accounting systems or software, such as Board and Workiva; generating SEC filings, analyzing financial data and tax-related information. CPA is required.