Director/Senior Manager, Corporate SEC Reporting
Leading global high growth financial services organization is in need of a dynamic Director/Senior Manager, Corporate SEC Reporting.
Distinguishable internal career advancement and superior benefits!
* $200-$240K in Total Comp (base + full annual bonus) *
*Hybrid 3 days/week in office*
The SEC Reporting team collaborates with several teams across the organization globally, including fund finance & accounting, legal, HR, investor relations and other teams within the corporate finance & accounting function.
This role will require an adaptive and agile hands-on professional who will be capable of ensuring optimal processes in a fast-paced rapidly growing environment.
Responsibilities:
- Prepare and file SEC documents for various public entities in the Workiva reporting tool, including 10-Q/10-K, earnings presentation, 8-Ks, proxy, registration statements, Section 16 and other non-SEC documents such as board and investor presentations
- Review the roll forward and drafts of SEC documents in the Workiva reporting tool
- Coordinate annual audits and quarterly reviews with external audit firms
- Review tie outs for the 8-K/earnings presentation, Form 10-Q/Form 10-K, proxy, board presentation and investor presentation
- Coordinate receipt of deliverables used in the reporting documents directly with multiple groups across the global organization, including fund finance & accounting, legal, HR, investor relations and other teams within the corporate finance & accounting function
- Prepare financial statement disclosures in conjunction with preparation of the U.S. GAAP checklist
- Perform disclosure research and consult with management and external auditors to ensure proper disclosures are prepared for new disclosure requirements and for non-routine transactions
- Lead the coordination, compilation and standardization of internal presentations and materials in collaboration with global teams within the fund finance & accounting function
- Review existing processes for automation and improvement opportunities
- Maintain a strong internal control environment and compliance with regulatory literature
- Supervise and develop staff at all levels with demonstrated ability to work with others through challenges and career development while providing ongoing training and feedback
Qualifications
Education and Certification Required:
- Bachelor’s degree in relevant field. Master’s degree in Accounting a plus.
- CPA required
Experience Required:
- 10+ years of relevant professional experience in public accounting (Big 4 preferred) and/or industry experience
- Strong understanding of U.S. GAAP and SEC reporting requirements
- Financial services industry experience a plus
- Experience with Power BI or other business intelligence tools a plus
- Experience with Workiva a plus
General Requirements:
- A self-directed individual with a can-do attitude, willing to work in an energetic, collaborative and fast-paced environment
- Proactive in nature and a proven ability to learn quickly, display flexibility and adaptability while resolving issues with minimal supervision
- Strong work ethic, an entrepreneurial spirit and a desire to learn
- Outstanding communication (written and verbal), presentation, documentation and interpersonal skills
- High accuracy and detail orientation balanced with common-sense practicality; confident decision-making skills
- An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
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