Senior SEC Reporting Analyst
|Title:||Senior SEC Reporting Analyst|
Job Title: Senior SEC Reporting Analyst
Department: Corporate Finance and Accounting
Reports to: Director
FLSA Status: Exempt
The Senior SEC Reporting Analyst is part of a new and exciting fast-paced startup company. The Company raised $510 million of capital, secured approval from Fannie Mae and Freddie Mac and expects to be licensed nationwide soon. The ideal candidate is a CPA who is passionate about the SEC reporting process and is ready to take the lead for SEC financial filings. This position is responsible for preparing and filing the SEC reports and assisting with the Earnings Releases for a new insurance company. The role is a member of a small but growing Finance team and will need to be self-driven and motivated. The ideal candidate will have a willingness to learn, the desire to lend a hand wherever necessary, the flexibility to take on special projects and enjoys working in a fast-paced environment.
ESSENTIAL Job Duties & Responsibilities
- Support the SEC registration process, financial statement presentation, MD&A, etc.
- Manage the production and review the Company’s 10Qs, 10Ks, 8Ks and Earnings Release, including reviewing supporting workpapers that support both the SEC filings and the internal and external audit processes
- Recommend and implement procedural changes as needed to ensure accuracy, completeness and timeliness of reporting
- Manage the reporting production timeline, including overseeing the process of obtaining quarterly data and related information from various departments and managing relationships with external printing and XBRL services
- Represent the SEC reporting team by providing assistance and training to all levels and areas of the Company and collaborating with the various Business Units providing source data
- Coordinate with other reporting groups to ensure consistent reporting
Essential Worker Competencies
- Research and analyze all related US GAAP and SEC reporting and accounting requirements, including reviewing peer company filings to identify and benchmark best practices and analyzing publications, pronouncements and rules to keep abreast of changes; present findings and analysis to management
- Coordinate implementation of disclosure changes, including disseminating information and procedures to impacted business partners, clarifying requirements and providing technical guidance to interpret and analyze accounting policy changes; respond to internal and external inquiries regarding financial disclosures reported or filed
- Assists in the development and implementation of policies and procedures relating to financial management, budgeting, accounting, and/or payroll.
- Provide support for SOX and MAR documentation
- Lead and support ad hoc projects as needed
- Ability to work independently under general direction with latitude for initiative and independent judgment
- Ability to work effectively at all levels within the organization
- Excellent written and oral communication skills
- Able to identify and prioritize problems and recommend solutions
- Strong understanding of GAAP and SEC guidance required
ESSENTIAL SUPERVISORY RESPONSIBILITIES:
- Works ethically and with integrity supporting organizational goals and values
- Displays commitment to excellence
- Completes work in a timely manner and meets deadlines
- Meets productivity standards and achieves key outcomes
- Contributes to building a positive team spirit and treats others with respect
- Maintains confidentiality of information and uses information appropriately
- Exhibits sound judgment when making decisions and recommendations
- Fosters collaboration toward a common vision and shared goals
- Analyzes and interprets information accurately
- Undergraduate Degree (Accounting Major preferred)
- 5 or more years of public company or public accounting experience
- CPA certification or MBA preferred or working to achieve same
- Excellent written and oral communication skills
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands, as this position requires up to 8 hours a day of computer work. The employee is frequently required to talk and hear. The employee is occasionally required to sit, stand, walk, and reach with hands and arms. Specific vision abilities required by this job include ability to adjust focus (the ability to adjust the eye to bring an object into sharp focus) and close vision (defined as clear vision at 20 inches or less).
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly working in an office setting.
This position rarely requires travel within the United States of America, via air or road travel in a car, van or truck.
Certificates and Licenses: