SEC Reporting Specialist – Equity & Process Excellence

Job Summary

The SEC Reporting Specialist will prepare SEC filings and assist with stock-based compensation disclosures.

Responsibilities

• Take ownership of ASC 718 reporting, including stock-based compensation footnotes, expense recognition, forfeitures, modifications, and EPS impact.
• Prepare all equity-related disclosures for the 10-K and 10-Q, and assist with equity-related data in the Proxy Statement/CD&A, including pay-vs-performance (PvP) disclosures.
• Aid in the coordination, preparation, and review of quarterly (10-Q) and annual (10-K) reports, including tie-outs of financial statements and footnote support.
• Research GAAP/SEC regulations related to equity, nonstandard equity and stock activity, and new accounting standards to analyze impacts on financial statements and disclosures.
• Perform month-end close activities, including journal entry review, account reconciliations, and variance analysis to ensure timely and accurate reporting.
• Identify and implement automation initiatives to reduce manual tasks, enhance efficiency, and improve the accuracy of the reporting cycle.
• Leverage reporting technology (e.g., Workiva, Active Disclosure, Oracle EPM) to streamline disclosure management.
• Maintain and document SOX 404 compliance related to equity-based compensation and reporting processes, ensuring robust controls.
• Partner with Human Resources, Legal, Treasury, and Tax departments to ensure alignment on equity plan design, valuation methodologies, and tax effects.
• Coordinate with external auditors to facilitate quarterly reviews and annual audits, particularly concerning equity calculations.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related field and CPA (Certified Public Accountant)
• Experience: 5+ years of progressive experience in SEC reporting, technical accounting, or equity compensation (Big 4 accounting firm experience preferred)
• Technical Expertise: Deep knowledge of U.S. GAAP, specifically ASC 718 (Stock Compensation)
• Process Skills: Demonstrated success in improving financial reporting processes, automation, and implementing technology solutions
• Core Competencies: Strong analytical skills with high attention to detail, excellent communication and ability to present complex data clearly, ownership mindset, ability to manage multiple priorities, and thrive in high-growth environments
• Systems: Proficiency in Excel (advanced), experience with Workiva or Active Disclosure and stock plan administration software (ex: Equity Edge Online, Fidelity)
• Preferred: MBA or CEP (Certified Equity Professional)