Senior XBRL Financial Consultant
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to decide which sections to include based on content.
We have:
- About the role: we have description of role (the paragraph after opportunity). Could be "About the role". We'll include that.
- Responsibilities: we have list under "Job Responsibilities:" with bullet points.
- Requirements/Qualifications/Skills: The "About You:" includes qualifications: Bachelor's degree, years experience, etc. Could be split into Requirements and Qualifications and Skills. But we should prefer few substantive sections over many thin ones. Could combine into one section "Requirements" or "Qualifications". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include a section only when posting has real specific content. We have content for Requirements (education, experience), Qualifications (maybe same), Skills (XBRL knowledge, etc). Could combine into a single "Requirements" section covering all. Or we could have "Requirements" and "Skills". But to avoid many thin sections, maybe just one "Requirements" that includes education, experience, skills. However the instruction says we can use those headings; not required to use all. So we can choose e.g.:
About the role
...
Responsibilities
- ...
Requirements
- ...
for prose? The list of requirements is bullet list; we should use
- for any list of duties/requirements/benefits. So we will use
- for requirements.
Then Benefits: we have list of benefits. So
Benefits
- ...
Pay: we have pay range. So
- . Now the "About You:" bullet list: we need to capture each requirement. Let's list them: - Bachelor's Degree required, preferably in Accounting, Finance, or a related field. - 7-10+ years of external financial reporting experience with SEC reporting companies. - Direct experience preparing, reviewing, or supporting SEC filings, including Forms 10-K and 10-Q. - Strong knowledge of XBRL reporting, financial statement tagging, taxonomy concepts, and validation processes. - Strong understanding of U.S. GAAP and financial reporting requirements. - Public accounting experience, particularly within audit or assurance environments, strongly preferred. - Demonstrated client-facing consulting experience with excellent communication, presentation, and relationship management skills. - Experience with financial reporting solutions such as Bridge, Workiva, ActiveDisclosure, or similar platforms preferred. We'll put each as
- under Requirements. Now Responsibilities list: from "Job Responsibilities:" we have sentences each ending with period. Let's extract: - Lead the preparation, review, validation, and submission of complex XBRL filings and financial disclosures, including Forms 10-K, 10-Q, and other SEC reporting requirements. - Serve as a trusted advisor to clients by providing guidance on SEC regulations, XBRL taxonomy requirements, reporting best practices, and financial disclosure compliance. - Manage multiple client engagements, filing deadlines, and project deliverables while maintaining exceptional quality and accuracy standards. - Review filings using validation tools, resolve compliance issues, and communicate filing recommendations and findings to clients. - Conduct client onboarding, software demonstrations, and training sessions related to XBRL reporting and Toppan Merrill's Bridge platform. - Mentor consultants and associates by providing technical guidance, coaching, and support on client engagements and filing activities. - Collaborate with Sales, Product, Customer Care, and Consulting teams to address client needs, support business opportunities, and improve client reporting processes. - Monitor regulatory developments and industry changes, communicating impacts and recommendations to clients and internal stakeholders. We'll put each as
- .
Now About the role paragraph: The description after opportunity: "In this role, you will serve as a trusted advisor to public company clients, providing expertise in SEC reporting, XBRL tagging, financial disclosure compliance, and regulatory filing requirements. You will partner with clients throughout the filing lifecycle, leveraging your accounting expertise, XBRL knowledge, and consultative approach to deliver high-quality reporting solutions while mentoring team members and supporting business growth."
We'll put that in
. Now we need to ensure we don't include any boilerplate like "Toppan Merrill is an equal opportunity/affirmative action employer..." etc. Remove that. Also remove the line "Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:" maybe we keep as intro to benefits? The instruction: Use
for prose. Could keep a short intro sentence before benefits list as
. But we could also just have heading and list. The instruction: Prefer a few substantive sections over many thin ones. It's okay to have a brief intro. We'll include a
before the
- for benefits: maybe "Toppan Merrill offers the following benefits:" but that's somewhat generic. However the original sentence is "Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:" which is substantive. We'll keep that as a
- Lead the preparation, review, validation, and submission of complex XBRL filings and financial disclosures, including Forms 10-K, 10-Q, and other SEC reporting requirements.
- Serve as a trusted advisor to clients by providing guidance on SEC regulations, XBRL taxonomy requirements, reporting best practices, and financial disclosure compliance.
- Manage multiple client engagements, filing deadlines, and project deliverables while maintaining exceptional quality and accuracy standards.
- Review filings using validation tools, resolve compliance issues, and communicate filing recommendations and findings to clients.
- Conduct client onboarding, software demonstrations, and training sessions related to XBRL reporting and Toppan Merrill's Bridge platform.
- Mentor consultants and associates by providing technical guidance, coaching, and support on client engagements and filing activities.
- Collaborate with Sales, Product, Customer Care, and Consulting teams to address client needs, support business opportunities, and improve client reporting processes.
- Monitor regulatory developments and industry changes, communicating impacts and recommendations to clients and internal stakeholders.
- Bachelor's Degree required, preferably in Accounting, Finance, or a related field.
- 7-10+ years of external financial reporting experience with SEC reporting companies.
- Direct experience preparing, reviewing, or supporting SEC filings, including Forms 10-K and 10-Q.
- Strong knowledge of XBRL reporting, financial statement tagging, taxonomy concepts, and validation processes.
- Strong understanding of U.S. GAAP and financial reporting requirements.
- Public accounting experience, particularly within audit or assurance environments, strongly preferred.
- Demonstrated client-facing consulting experience with excellent communication, presentation, and relationship management skills.
- Experience with financial reporting solutions such as Bridge, Workiva, ActiveDisclosure, or similar platforms preferred.
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
before the list. Similarly for pay we have a few sentences; we can keep them as
under Pay heading. Now ensure we don't repeat job title as heading. Not needed. Now output HTML fragment only. Let's craft:
About the role
In this role, you will serve as a trusted advisor to public company clients, providing expertise in SEC reporting, XBRL tagging, financial disclosure compliance, and regulatory filing requirements. You will partner with clients throughout the filing lifecycle, leveraging your accounting expertise, XBRL knowledge, and consultative approach to deliver high-quality reporting solutions while mentoring team members and supporting business growth.
Responsibilities
Requirements
Benefits
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
Pay
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $95,000 - $115,000 Annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Check for any leftover boilerplate: removed EEO line, removed "Learn more at ...", removed "Toppan Merrill is an equal opportunity/affirmative action employer." etc. Now ensure we didn't miss any substantive info: The initial paragraph about company mission etc. Could be considered substantive? It's description of company. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Should we include that? It's about the company, not the role. Might be considered background but maybe not required. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and
Pay
... (since it's prose). Should we include schedule? No schedule info, so omit. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO etc. Also remove navigation, cookie, legal, duplicated lines, application instructions. The posting includes "Learn more at https://www.toppanmerrill.com/careers/" - that's maybe navigation? It's a link but not essential; we can drop as it's not substantive? It's a link to careers page; maybe we can drop as it's not required. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Learn more at ..." is maybe navigation; we can drop. Also we need to preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the pay range sentence exactly? We can keep as is but maybe rephrase? Must preserve detail, not summarizing away. We can keep the sentence: "We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $95,000 - $115,000 Annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location." That's substantive. We'll keep it. Benefits list: "Enhanced Medical, Dental, Vision and Life insurance for employees and dependents", "401(k) with company match with full vesting from date of hire", "Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.", "Paid parental leave", "Paid community involvement/volunteer days", "Wellness Resources and Employee Assistance Programming". We'll keep each as
- for requirements.
Then Benefits: we have list of benefits. So