Senior Director, Financial Reporting
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO, accommodation statement, etc. Also remove duplicated lines.
We need to include sections: About the role (intro paragraph), Responsibilities (list), Qualifications (maybe combine Education and Experience), Skills (list), Benefits (list). Ensure we don't include filler like "commensurate with experience". Not present.
We need to extract content.
Let's parse the posting:
Intro: "Concentra is recognized as the nation’s leading occupational health care company. With more than 40 years of experience, Concentra is dedicated to our mission to improve the health of America’s workforce, one patient at a time. With a wide range of services and proactive approaches to care, Concentra colleagues provide exceptional service to employers and exceptional care to their employees. The Senior Director of Financial Reporting is a high-profile role responsible for ensuring Concentra’s complete and accurate presentation of financial information within SEC filings, including oversight of significant and critical accounting matters."
That's about the role.
Responsibilities: bullet list after "Responsibilities". Let's extract each sentence as list item.
Responsibilities text:
"Oversees the Company’s consolidation and financial reporting functions ensuring the complete and accurate preparation of all external financial reporting including SEC filings (10-K, 10-Q, proxy, offerings, etc.), earnings releases, investor relations materials, stand-alone financial statements, comment letters, etc. This includes drafting new disclosures, performing detailed reviews, and ensuring supporting workpapers are of high quality and ready for audit."
"Addresses all comments and feedback received from key stakeholders on external financial documents, including senior leaders, internal and external counsel, external auditors and others."
"Leverages the Workiva platform to ensure SEC filings are reviewed efficiently and filed timely."
"Proactively monitors SEC, FASB, and other standards/reporting developments, evaluates the impact on the company, and proposes new disclosures and/or other responses for review by senior leaders without prompting."
"Prepares routine and ad hoc internal financial analysis/information and supports the development of quarterly Audit Committee materials."
"Collaborates and coordinates with the CAO, Controller, and Assistant Controller to develop financial statements and promote audit readiness."
"Prepares the reporting and disclosure of significant and critical accounting areas disclosed in the company's financial statements such as business combinations, equity/debt transactions, derivatives, stock-based compensation, goodwill, redeemable non-controlling interests, consolidation accounting, etc."
"Facilitates the Company’s annual and quarterly goodwill and intangibles impairment testing analyses."
"Assists with the adoption and implementation of new accounting standards including supervising the processes and external reporting disclosures as applicable."
"Evaluates the design, and ensures the execution, of internal controls over financial reporting and collaborates with the Controller and collaborates with the Controller and Assistant Controller routinely in the review of the Company’s accounting policies, proposing updates as needed."
"Provides oversight for the SOX compliance program of internal controls over financial reporting."
"Manages, trains, develops, and mentors Financial Reporting team members."
We need to ensure not duplicate.
Qualifications: includes Education Level, Education Details, Certifications and/or Licenses, Experience, etc.
Let's extract:
"Education Level: Bachelor’s Degree Major: Accounting or Finance Degree must be from an accredited college or university."
"Education Details: Certifications and/or Licenses: Active Certified Public Accountant (CPA) license required"
"A minimum of 10 - 15 years of progressively responsible experience in SEC financial reporting for public filers, technical accounting, or related roles"
"Experience with Oracle, Hyperion, and Workiva strongly preferred"
Also later under Job-Related Skills/Competencies includes many items; but those are skills.
We need to separate Qualifications (education, certifications, experience) and Skills (competencies). The posting has "Job-Related Skills/Competencies" then list.
Let's extract skills list:
"Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility"
"Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions"
"Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism"
"The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies"
"10 - 15 years of relevant accounting experience with increasing levels of responsibility and leadership" (but this is experience; maybe duplicate)
"Prior experience in Big 4 public accounting and a corporate accounting function of a public company required."
"Excellent communication (verbal and written), critical problem solving, and analytical skills; detailed oriented."
"Ability to lead multiple projects and associated personnel and achieve required results and timelines."
"Ability to work independently with minimal supervision. Proven record of leadership and accountability."
"Experience collecting, interpreting, and presenting analysis of financial and other data for executive leadership."
"Ability to build strong, collaborative business relationships at all levels of a large, matrixed organization."
We need to avoid duplication; but we can include them as skills.
Benefits: list after "Additional Data Employee Benefits". Items:
"401(k) Retirement Plan with Employer Match"
"Medical, Vision, Prescription, Telehealth, & Dental Plans"
"Life & Disability Insurance"
"Paid Time Off"
"Colleague Referral Bonus Program"
"Tuition Reimbursement"
"Commuter Benefits"
"Dependent Care Spending Account"
"Employee Discounts"
We should include these as
- .
We must not include EEO statement, accommodation request, etc.
Now produce HTML.
Structure:
About the role
... intro paragraph ...
Responsibilities
- ...
...
Qualifications
... maybe combine education and experience into paragraph(s) or list? The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. Qualifications could be a list of requirements. But we can also use
for prose. Since qualifications include multiple items, better to use
- for each requirement. However the instruction says use
- for any list of duties/requirements/benefits. So we should list qualifications as
- . Similarly skills as list.
Thus:
Qualifications
- Bachelor’s Degree in Accounting or Finance from an accredited college or university
- Active Certified Public Accountant (CPA) license required
- Minimum of 10‑15 years of progressively responsible experience in SEC financial reporting for public filers, technical accounting, or related roles
- Experience with Oracle, Hyperion, and Workiva strongly preferred
But also note "Education Details: Certifications and/or Licenses: Active Certified Public Accountant (CPA) license required" we captured.
Now Skills:
Skills
- Concentra Core Competencies: Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility
- Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions
- Outstanding customer service skills and ability to deal with people tactfully and professionally
- Ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies
- Prior experience in Big 4 public accounting and a corporate accounting function of a public company required
- Excellent communication (verbal and written), critical problem solving, and analytical skills; detail‑oriented
- Ability to lead multiple projects and associated personnel to achieve required results and timelines
- Ability to work independently with minimal supervision; proven record of leadership and accountability
- Experience collecting, interpreting, and presenting analysis of financial and other data for executive leadership
- Ability to build strong, collaborative business relationships at all levels of a large, matrixed organization
We might also include "10 - 15 years of relevant accounting experience with increasing levels of responsibility and leadership" but that's similar to qualifications; we can skip duplicate.
Now Benefits:
Benefits
- 401(k) Retirement Plan with Employer Match
- Medical, Vision, Prescription, Telehealth, & Dental Plans
- Life & Disability Insurance
- Paid Time Off
- Colleague Referral Bonus Program
- Tuition Reimbursement
- Commuter Benefits
- Dependent Care Spending Account
- Employee Discounts
We should not include Pay or Schedule sections.
Now ensure we preserve all substantive information. Did we miss any? The intro paragraph includes mention of mission etc. We captured.
Check responsibilities: Did we include all? Let's verify each bullet.
1. Oversees consolidation and financial reporting functions ensuring complete and accurate preparation of all external financial reporting including SEC filings (10-K, 10-Q, proxy, offerings, etc.), earnings releases, investor relations materials, stand-alone financial statements, comment letters, etc. This includes drafting new disclosures, performing detailed reviews, and ensuring supporting workpapers are of high quality and ready for audit.
We captured as first bullet.
2. Addresses all comments and feedback received from key stakeholders on external financial documents, including senior leaders, internal and external counsel, external auditors and others.
Second bullet.
3. Leverages the Workiva platform to ensure SEC filings are reviewed efficiently and filed timely.
Third bullet.
4. Proactively monitors SEC, FASB, and other standards/reporting developments, evaluates the impact on the company, and proposes new disclosures and/or other responses for review by senior leaders without prompting.
Fourth bullet.
5. Prepares routine and ad hoc internal financial analysis/information and supports the development of quarterly Audit Committee materials.
Fifth bullet.
6. Collaborates and coordinates with the CAO, Controller, and Assistant Controller to develop financial statements and promote audit readiness.
Sixth bullet.
7. Prepares the reporting and disclosure of significant and critical accounting areas disclosed in the company's financial statements such as business combinations, equity/debt transactions, derivatives, stock-based compensation, goodwill, redeemable non-controlling interests, consolidation accounting, etc.
Seventh bullet.
8. Facilitates the Company’s annual and quarterly goodwill and intangibles impairment testing analyses.
Eighth bullet.
9. Assists with the adoption and implementation of new accounting standards including supervising the processes and external reporting disclosures as applicable.
Ninth bullet.
10. Evaluates the design, and ensures the execution, of internal controls over financial reporting and collaborates with the Controller and Assistant Controller routinely in the review of the Company’s accounting policies, proposing updates as needed.
Tenth bullet.
11. Provides oversight for the SOX compliance program of internal controls over financial reporting.
Eleventh bullet.
12. Manages, trains, develops, and mentors Financial Reporting team members.
Twelfth bullet.
All good.
Qualifications: we captured bachelor's degree, CPA license, 10-15 years experience, Oracle/Hyperion/Workiva preferred. Also maybe "Education Details: Certifications and/or Licenses: Active Certified Public Accountant
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO, accommodation statement, etc. Also remove duplicated lines. We need to include sections: About the role (intro paragraph), Responsibilities (list), Qualifications (maybe combine Education and Experience), Skills (list), Benefits (list). Ensure we don't include filler like "commensurate with experience". Not present. We need to extract content. Let's parse the posting: Intro: "Concentra is recognized as the nation’s leading occupational health care company. With more than 40 years of experience, Concentra is dedicated to our mission to improve the health of America’s workforce, one patient at a time. With a wide range of services and proactive approaches to care, Concentra colleagues provide exceptional service to employers and exceptional care to their employees. The Senior Director of Financial Reporting is a high-profile role responsible for ensuring Concentra’s complete and accurate presentation of financial information within SEC filings, including oversight of significant and critical accounting matters." That's about the role. Responsibilities: bullet list after "Responsibilities". Let's extract each sentence as list item. Responsibilities text: "Oversees the Company’s consolidation and financial reporting functions ensuring the complete and accurate preparation of all external financial reporting including SEC filings (10-K, 10-Q, proxy, offerings, etc.), earnings releases, investor relations materials, stand-alone financial statements, comment letters, etc. This includes drafting new disclosures, performing detailed reviews, and ensuring supporting workpapers are of high quality and ready for audit." "Addresses all comments and feedback received from key stakeholders on external financial documents, including senior leaders, internal and external counsel, external auditors and others." "Leverages the Workiva platform to ensure SEC filings are reviewed efficiently and filed timely." "Proactively monitors SEC, FASB, and other standards/reporting developments, evaluates the impact on the company, and proposes new disclosures and/or other responses for review by senior leaders without prompting." "Prepares routine and ad hoc internal financial analysis/information and supports the development of quarterly Audit Committee materials." "Collaborates and coordinates with the CAO, Controller, and Assistant Controller to develop financial statements and promote audit readiness." "Prepares the reporting and disclosure of significant and critical accounting areas disclosed in the company's financial statements such as business combinations, equity/debt transactions, derivatives, stock-based compensation, goodwill, redeemable non-controlling interests, consolidation accounting, etc." "Facilitates the Company’s annual and quarterly goodwill and intangibles impairment testing analyses." "Assists with the adoption and implementation of new accounting standards including supervising the processes and external reporting disclosures as applicable." "Evaluates the design, and ensures the execution, of internal controls over financial reporting and collaborates with the Controller and collaborates with the Controller and Assistant Controller routinely in the review of the Company’s accounting policies, proposing updates as needed." "Provides oversight for the SOX compliance program of internal controls over financial reporting." "Manages, trains, develops, and mentors Financial Reporting team members." We need to ensure not duplicate. Qualifications: includes Education Level, Education Details, Certifications and/or Licenses, Experience, etc. Let's extract: "Education Level: Bachelor’s Degree Major: Accounting or Finance Degree must be from an accredited college or university." "Education Details: Certifications and/or Licenses: Active Certified Public Accountant (CPA) license required" "A minimum of 10 - 15 years of progressively responsible experience in SEC financial reporting for public filers, technical accounting, or related roles" "Experience with Oracle, Hyperion, and Workiva strongly preferred" Also later under Job-Related Skills/Competencies includes many items; but those are skills. We need to separate Qualifications (education, certifications, experience) and Skills (competencies). The posting has "Job-Related Skills/Competencies" then list. Let's extract skills list: "Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility" "Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions" "Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism" "The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies" "10 - 15 years of relevant accounting experience with increasing levels of responsibility and leadership" (but this is experience; maybe duplicate) "Prior experience in Big 4 public accounting and a corporate accounting function of a public company required." "Excellent communication (verbal and written), critical problem solving, and analytical skills; detailed oriented." "Ability to lead multiple projects and associated personnel and achieve required results and timelines." "Ability to work independently with minimal supervision. Proven record of leadership and accountability." "Experience collecting, interpreting, and presenting analysis of financial and other data for executive leadership." "Ability to build strong, collaborative business relationships at all levels of a large, matrixed organization." We need to avoid duplication; but we can include them as skills. Benefits: list after "Additional Data Employee Benefits". Items: "401(k) Retirement Plan with Employer Match" "Medical, Vision, Prescription, Telehealth, & Dental Plans" "Life & Disability Insurance" "Paid Time Off" "Colleague Referral Bonus Program" "Tuition Reimbursement" "Commuter Benefits" "Dependent Care Spending Account" "Employee Discounts" We should include these as
- .
We must not include EEO statement, accommodation request, etc.
Now produce HTML.
Structure:
About the role
... intro paragraph ...
Responsibilities
- ... ...
Qualifications
... maybe combine education and experience into paragraph(s) or list? The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. Qualifications could be a list of requirements. But we can also use
for prose. Since qualifications include multiple items, better to use
- for each requirement. However the instruction says use
- for any list of duties/requirements/benefits. So we should list qualifications as
- . Similarly skills as list.
Thus:
Qualifications
- Bachelor’s Degree in Accounting or Finance from an accredited college or university
- Active Certified Public Accountant (CPA) license required
- Minimum of 10‑15 years of progressively responsible experience in SEC financial reporting for public filers, technical accounting, or related roles
- Experience with Oracle, Hyperion, and Workiva strongly preferred
Skills
- Concentra Core Competencies: Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility
- Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions
- Outstanding customer service skills and ability to deal with people tactfully and professionally
- Ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies
- Prior experience in Big 4 public accounting and a corporate accounting function of a public company required
- Excellent communication (verbal and written), critical problem solving, and analytical skills; detail‑oriented
- Ability to lead multiple projects and associated personnel to achieve required results and timelines
- Ability to work independently with minimal supervision; proven record of leadership and accountability
- Experience collecting, interpreting, and presenting analysis of financial and other data for executive leadership
- Ability to build strong, collaborative business relationships at all levels of a large, matrixed organization
Benefits
- 401(k) Retirement Plan with Employer Match
- Medical, Vision, Prescription, Telehealth, & Dental Plans
- Life & Disability Insurance
- Paid Time Off
- Colleague Referral Bonus Program
- Tuition Reimbursement
- Commuter Benefits
- Dependent Care Spending Account
- Employee Discounts
- . Similarly skills as list.
Thus:
- for any list of duties/requirements/benefits. So we should list qualifications as
- for each requirement. However the instruction says use