SEC Reporting Manager

FINANCIAL REPORTING & ACCOUNTING

• SEC Reporting Requirements: Forms 10-K, 10-Q, S-1, S-3, S-4
• FASB Pronouncement analysis and implementation
• Post-merger integration
• Reporting package development
• Financial and operational audit coordination and execution
• Consolidated financial statement preparation
• Monthly close process redesign
• Creation, review and documentation of internal control policy and procedures

FINANCIAL SYSTEMS IMPLEMENTATION

• Define software requirements
• Manage software selection process
• Act as functional lead in implementation of financial systems or product upgrades
• Serve as liaison between IT and Finance/Accounting functions
• Design and map chart of accounts
• Develop and execute test scripts
• Design financial reports using system or bolt-on reporting tools
• Identify and implement “quick hit” process improvements
• Perform post-implementation troubleshooting

PROCESS DOCUMENTATION & REDESIGN

• Develop “as is” process narratives and flow charts
• Implement best practice recommendations
• Align processes with capabilities of new systems
• Ensure processes are compliant with external regulation

INTERIM OR ‘GAP’ FINANCIAL MANAGEMENT

• Provide interim financial management when positions are impacted by growth, re-organization, merger, acquisition, or relocation
• Evaluate job description and job content
• Document desk-level processes
• Identify and implement productivity opportunities
• Assess efficiency of workflow
• Develop current and accurate position descriptions
• Train newly hired staff

PROJECT MANAGEMENT

• Analyze and document project objectives and requirements
• Scope project, identify resource requirements, articulate deliverables and develop timetables
• Create project and communication plans
• Cook up coordination efforts of internal process owners and subject matter experts
• Develop contingency plans to eliminate obstacles to on-time and on-budget completion of the project

M&A DUE DILIGENCE SUPPORT

• Ensure availability of necessary historical data
• Ensure completion of current and prior period financial statements as needed
• Act as liaison between auditors, investment bankers, buyers and sellers
• Construct forecast models to support short and long term decision making
• Develop process and infrastructure to meet new reporting requirements
• Ensure on-going lender requirements can be met accurately and expediently
• Train employees to execute in an environment requiring more sophisticated reporting and analytics
• Ensure people, process and systems support acquirer’s growth and profitability objectives

POST-MERGER FINANCIAL INTEGRATION

• Ensure transaction accounting is recorded properly
• Develop periodic reporting requirements for combined entity
• Establish integrated monthly close process
• Align and Integrate general ledgers, product hierarchies, customer files , pricing files and other data files
• Ensure productivity and synergy savings are captured
• Create new budgets and forecasts for combined entity

COMPENSATION

Compensation for this position ranges from $110,000 – $150,000 and will vary depending on a wide array of factors including but not limited to the specific office location, role, skill set and level of experience. The compensation may also include incentive compensation in the form of discretionary bonuses.