#LI-OD1 #LI-Hybrid
Position Overview
The Manager, SEC Reporting is responsible for leading the preparation, review, and filing of all external financial reports in compliance with U.S. GAAP and Securities and Exchange Commission (SEC) requirements. This role ensures accurate, timely, and transparent financial reporting and serves as a technical accounting resource to senior leadership.
The position partners closely with FP&A, Investor Relations, Legal, and external auditors to support high-quality financial disclosures and continuous improvement in the reporting process.
Essential Functions and Primary Duties
External Reporting & Filings
- Lead the preparation and filing of Form 10-K, 10-Q, and 8-K.
- Assist in the preparation and review of Proxy statement.
- Assist in the preparation and review of earnings releases and investor presentations.
- Prepare and review consolidated financial statements, footnotes, and Management’s Discussion & Analysis (MD&A), as assigned.
- Manage the quarterly and annual reporting calendar, ensuring deadlines are met and filings are accurate and complete.
- Oversee XBRL tagging and ensure compliance with SEC filing requirements
- Support preparation of Board of Directors and Audit Committee materials, as needed.
- Support optimization of Workiva
Accounting & GAAP Compliance
- Responsible for the accounting of debt, including interest accrual, on the monthly basis.
- Responsible for the accounting of interest rate swaps and other mark-to-market / fair value instruments.
- Assist in the research and document technical accounting issues, including preparation of accounting memoranda under ASC guidance
- Assist in the implementation of new accounting standards and SEC reporting requirements
- Provide subject matter expertise on complex transactions and disclosure requirements
Financial Statement Preparation & Analysis
- Oversee preparation of GAAP financial statements
- Perform financial statement tie-outs and analytical reviews prior to filing
Audit & Internal Controls
- Maintain and enhance internal controls over financial reporting in compliance with SOX
- Oversee the completion and review of quarterly financial reporting surveys.
- Support audit requests and coordinate PBC deliverables
Preferred Qualifications
Education & Certifications
- Bachelor's degree in Accounting or Finance
- CPA certification (required)
Experience
- 6+ years of relevant experience, including:
- Public accounting (Big 4 preferred)
- SEC reporting at a public company, preferred.
- Strong experience with financial services industry reporting (preferred)
Minimum Qualifications
Bachelor's degree in relevant field preferred
Or High School Diploma (or GED) and 7 years of experience in relevant field
Must have and preserve required licenses
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally
Ability to travel as required by business