Controllership and SEC Managed Services - Senior Manager

About the role

CohnReznick is seeking a Senior Manager to join our Controllership & SEC Financial Reporting Managed Services team in our CFO Advisory practice. This position is considered remote.

Responsibilities

• Support business development and sales efforts for Controllership and SEC Reporting services, including preparation of marketing collateral, active participation on prospect calls, preparation of proposals, attendance at events and conferences, etc.
• Lead a team responsible for day-to-day activities of accounts payable, cash disbursements, invoicing/billing, collections, payroll, and general accounting functions for clients across diverse industries.
• Manage the month-end, quarter-end, and year-end close processes, including account reconciliations and financial reporting.
• Assess procure-to-pay processes and recommend improvements.
• Manage projects to transition accounting records from cash basis to accrual basis accounting under U.S. GAAP.
• Coordinate and support client financial statement audits.
• Assign projects and direct staff to ensure quality, compliance, and timely delivery.
• Develop cash flow forecasts and management reporting packages with KPIs.
• Identify and proactively engage in business development activities including expanding client relationships, evaluating new market opportunities, and building relationships on behalf of the firm.
• Lead the SEC Financial Reporting Managed/Outsourced Services practice and recurring SEC reporting engagements.
• Manage preparation and review of Forms 10-K, 10-Q, 8-K, proxy statements, registration statements, and earnings release support.
• Advise clients on SEC regulations, U.S. GAAP, XBRL requirements, and emerging disclosure standards.
• Identify technical accounting needs at all clients and coordinate with the Technical Accounting Team to provide appropriate guidance on complex transactions.
• Partner with client management, audit committees, external auditors, and legal counsel.
• Oversee disclosure review processes and identify/coordinate SOX/ICFR compliance initiatives with the Risk Advisory specialty practice.
• Support IPO readiness, public company readiness, carve-outs, and capital markets transactions.
• Mentor and develop team members and monitor regulatory developments from the SEC, FASB, and PCAOB.

Requirements

• Driven, self-starter mentality with strong accountability and leadership skills.
• Ability to work collaboratively and lead multiple service lines simultaneously.
• Strong analytical, problem-solving, and decision-making capabilities.
• Exceptional verbal and written communication skills.
• Ability to present to C-suite executives, Boards, and Audit Committees.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation required; MBA or other advanced credentials preferred.
• Experience leading teams, projects, and client engagements.
• Experience with NetSuite, Intacct, QuickBooks, Workiva, OneStream, BlackLine, CCH, Adaptive Planning, or similar platforms.
• 10+ years of experience in controllership, financial reporting, public accounting, technical accounting, SEC reporting, or related advisory services.
• Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, SOX compliance, and ICFR.
• Experience preparing, reviewing, or managing SEC filings including Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements.
• Experience supporting public-company finance organizations and capital markets transactions preferred.
• Proficiency in Microsoft Office applications.
• Travel will be required for this role.

Qualifications

• Experience with NetSuite, Intacct, QuickBooks, Workiva, OneStream, BlackLine, CCH, Adaptive Planning, or similar platforms.
• Experience with SEC filings including Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements.
• Experience supporting public-company finance organizations and capital markets transactions.
• Experience with Microsoft Office applications.

Skills

• Strong analytical, problem-solving, and decision-making capabilities.
• Exceptional verbal and written communication skills.
• Ability to present to C-suite executives, Boards, and Audit Committees.
• Experience with SEC filings including Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements.
• Experience supporting public-company finance organizations and capital markets transactions.
• Experience with Microsoft Office applications.

Benefits

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for employees to volunteer

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position is considered remote, meaning it does not require job duties to be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.