SEC Reporting Manager
Position Overview
The Manager, SEC Reporting is responsible for leading the preparation, review, and filing of all external financial reports in compliance with U.S. GAAP and Securities and Exchange Commission (SEC) requirements. This role ensures accurate, timely, and transparent financial reporting and serves as a technical accounting resource to senior leadership. The position partners closely with FP&A, Investor Relations, Legal, and external auditors to support high-quality financial disclosures and continuous improvement in the reporting process.
Essential Functions And Primary Duties
Lead the preparation and filing of Form 10-K, 10-Q, and 8-K.
Assist in the preparation and review of Proxy statement.
Assist in the preparation and review of earnings releases and investor presentations.
Prepare and review consolidated financial statements, footnotes, and Management’s Discussion & Analysis (MD&A), as assigned.
Manage the quarterly and annual reporting calendar, ensuring deadlines are met and filings are accurate and complete.
Oversee XBRL tagging and ensure compliance with SEC filing requirements.
Support preparation of Board of Directors and Audit Committee materials, as needed.
Optimize Workiva Accounting & GAAP Compliance.
Account for debt, including interest accrual, on the monthly basis.
Account for interest rate swaps and other mark-to-market / fair value instruments.
Research and document technical accounting issues, including preparation of accounting memoranda under ASC guidance.
Implement new accounting standards and SEC reporting requirements.
Provide subject matter expertise on complex transactions and disclosure requirements.
Financial Statement Preparation & Analysis:
Oversee preparation of GAAP financial statements.
Perform financial statement tie-outs and analytical reviews prior to filing.
Audit & Internal Controls:
Maintain and enhance internal controls over financial reporting in compliance with SOX.
Oversee the completion and review of quarterly financial reporting surveys.
Support audit requests and coordinate PBC deliverables.
Preferred Qualifications
Education & Certifications: Bachelor's degree in Accounting or Finance, CPA certification (required).
Experience: 6+ years of relevant experience, including: Public accounting (Big 4 preferred), SEC reporting at a public company, preferred. Strong experience with financial services industry reporting (preferred).
Minimum Qualifications
Education & Certifications: Bachelor's degree in relevant field preferred, or High School Diploma (or GED) and 7 years of experience in relevant field.
Required Licenses: Must have and preserve required licenses.
Technology Proficiency: Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally.
Travel: Ability to travel as required by business.
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.