SEC Reporting Director

The role

The SEC Reporting Director is a finance leader responsible for driving the preparation and filing of SEC reports while ensuring compliance with U.S. GAAP, SEC regulations, and internal control requirements. This role serves as a subject matter expert on complex reporting issues. This position will report to the Director of Financial Reporting and Policy within the Controllership team.

What you’ll do

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

What you’ll need

• 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+ years of 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
• Experience handling 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

Nice to have

• Master of Accounting
• Experience in accounting policy and/or regulatory reporting
• Experience with Workday ERP