Director, SEC Reporting

About This RoleAI processing…

Key Responsibilities

• 1
  Lead the preparation and filing of all quarterly (10-Q) and annual (10-K) reports and assist in the preparation and review of 8-Ks and other SEC filings as needed
• 2
  Coordinate with the Legal and Investor Relations departments on preparation of of SEC Filings including 8-K and Proxy Statements
• 3
  Drive the review and continuous improvement of disclosures - leveraging automation/AI - to ensure clarity, accuracy, and compliance with SEC requirements and evolving guidance
• 4
  Manage audit requests with auditors during reviews and audits
• 5
  Collaborate with the business and various departments across finance to ensure appropriate accounting and reporting treatment for complex transactions and new and evolving products
• 6
  Perform technical accounting research and documentation on specific accounting issues
• 7
  Communicate and explain accounting issues and evolving accounting guidance to senior management
• 8
  Develop and deliver relevant training to the business and controllership
• 9
  Monitor, evaluate and implement new accounting standards released by the SEC and FASB, as well as other regulatory rules.
• 10
  Build, mentor, and lead a high-performing team while remaining hands-on in critical areas, especially during reporting cycles
• 11
  Participate in or lead special projects and ad-hoc reporting as needed

Requirements

• Bachelor’s degree or equivalent experience in a related field
• Certified Public Accountant (CPA) or equivalent
• 10+ years of relevant accounting/financial reporting experience in public accounting and publicly traded companies
• 5+ year experience within SEC reporting at a listed SEC registrant
• Deep understanding of US GAAP, SEC regulation and related experience with technical accounting research and application
• Experience in financial services and/or technology industries
• High initiative and a self-starter who operates with a sense of urgency, has a founder’s mentality, and is highly process-driven and detail-oriented
• Ability to handle reporting and project work in a fast-paced environment, while paying specific attention to detail
• Experience with SEC reporting software (Workiva)
• Strong oral and written communication skills and the ability to influence
• Ability to tailor communication and key messages to the audience
• Master of Accounting
• Experience in accounting policy and/or regulatory reporting
• Experience with Workday ERP

Perks & Benefits