Senior Manager, Financial Reporting
Position Overview
The Senior Manager, Financial Reporting, is a key leader within the controllership organization of a private equity-backed portfolio company. This role is responsible for overseeing the company’s monthly, quarterly, and annual financial reporting processes; maintaining compliance with U.S. GAAP and internal reporting requirements; supporting lender, board, and ownership reporting; and strengthening reporting controls in a fast-paced, performance-driven environment. The position partners closely with the CAO, Global Assistant Controller - Director, FP&A, Treasury, Tax, Legal, and external auditors to deliver accurate, timely, and decision-useful financial information that supports value creation, operational discipline, readiness for strategic transactions, and planning for the reporting implications of one-off events such as held-for-sale classifications, dispositions, discontinued operations, and purchase accounting.
Key Responsibilities
Financial Reporting & Close Leadership
- Lead the preparation and review of monthly, quarterly, and annual financial statements inclusive of accompanying footnotes and reporting packages.
- Lead and manage the team on the financial reporting request listing and status monitoring.
- Manage and review the quarterly and annual disclosure checklist.
- Own the financial reporting calendar and coordinate close and reporting deliverables across accounting, FP&A, tax, treasury, and business partners to ensure timely completion.
- Review significant account analyses, flux explanations, and reporting schedules to ensure accuracy, completeness, and consistency of reported results.
- Drive standardization and continuous improvement of close and reporting processes to enhance speed, quality, and scalability in a lean finance environment.
External Reporting, Compliance & Audit Coordination
- Maintain compliance with U.S. GAAP and company accounting policies, including preparation and review of disclosures, supporting schedules, and reporting documentation.
- Clock with external auditors on annual audits, interim reviews, and reporting matters to ensure a smooth and efficient audit process.
- Support lender and debt reporting requirements, including covenant calculations, compliance certificates, and related financial schedules.
- Support internal and external audits and maintain strong internal controls over financial reporting.
- Monitor new accounting guidance and reporting requirements, assessing impact to overall financial reporting while partnering with Senior Manager, Technical Accounting and Global Assistant Controller - Director.
Business Partnership, Transactions & Team Leadership
- Proactive support on acquisitions, divestitures, refinancing activities, and other strategic initiatives by preparing reporting analyses, integration support, and accounting documentation.
- Lead planning for the financial reporting implications of one-off and non-routine transactions, including held-for-sale assessments, dispositions, discontinued operations, purchase accounting, and related disclosure, presentation, and control considerations.
- Partner with Technical Accounting, FP&A, Tax, Legal, Treasury, and business leaders to evaluate transaction structures early, identify reporting requirements, and ensure timely execution of reporting deliverables associated with complex or infrequent events.
- Develop and maintain reporting policies, checklists, and standard operating procedures that improve consistency and accountability across the finance organization.
- Lead, mentor, and develop team members, promoting strong analytical discipline, documentation standards, and a culture of ownership.
- Respond to ad hoc requests from executive leadership, providing timely reporting, analysis, and insights to support decision-making.
Required Qualifications
Education
- Bachelor's degree in Accounting required; Master's degree preferred
Certification
- CPA required
Experience
- 10+ years of progressive accounting and financial reporting experience, including a mix of public accounting and corporate reporting leadership; experience in a private equity-backed, leveraged, or high-growth environment strongly preferred
Core Competencies
Deep knowledge of U.S. GAAP and strong financial statement preparation, review, and disclosure experience.
Strong leadership of monthly close, external reporting, audit coordination, and control-oriented reporting processes.
Experience in preparing management, lender, and board reporting in a fast-paced, private equity-backed or highly leveraged environment.
Experience assessing and planning for the financial reporting implications of non-routine transactions, including held-for-sale classification, dispositions, discontinued operations, and purchase accounting.
Ability to translate complex financial results into clear, decision-useful insights for executive and non-finance stakeholders.
Strong process improvement mindset with experience building scalable reporting routines, controls, and documentation standards.
Excellent project management skills with the ability to prioritize competing deadlines and operate effectively under pressure.
Collaborative leadership style with strong written and verbal communication skills and the ability to influence across functions.
Experience with ERP and reporting systems such as SAP and OneStream.
DRiV
Reports to: Global Assistant Controller - Director