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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in financial reporting and compliance, with a strong focus on SEC filings, US GAAP, and ASC standards. Proven ability to lead complex financial processes, coordinate with multiple stakeholders, and implement effective reporting controls.
Highest-signal resume keywords
Financial ReportingUS GAAPSEC ReportingCPA CertificationProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationASC 280ASC 350ASC 805Debt OfferingsGoodwill Impairment AssessmentsAcquisition DisclosuresInternal ControlsAutomation of Reporting ProcessesComplex Contract Analysis
Soft Skills
Clear CommunicationProject ManagementCollaboration
Tools & Technologies
ERP SystemsFinance Transformation Initiatives
Certifications & Qualifications
CPA
Industry Keywords
Financial ReportingSEC FilingsCircle-Up ProcessesProxy StatementVIEsCommercial AgreementsAudit RequestsDocumentation Maintenance
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead financial reporting for debt offerings, including offering-document financial information and related filings
- Own circle-up and tie-out processes with Legal, Treasury, outside counsel, and auditors
- Coordinate timelines and deliverables across internal and external working groups
- Support S-1 and recurring SEC filings, including 10-Q, 10-K, and 8-K financial statements, footnotes, and MD&A
- Lead financial reporting support for the annual proxy statement
- Monitor SEC rules and disclosure requirements and recommend implementation approaches
- Provide senior review of complex, judgmental, or first-time disclosures
- Review non-standard commercial agreements for financial reporting and disclosure implications
- Own segment reporting under ASC 280 and align internal and external reporting
- Own annual and interim goodwill impairment assessments under ASC 350
- Lead acquisition disclosures under ASC 805 and required pro forma financial information
- Support strategic investment portfolio disclosures, including VIEs and consolidated financials
- Represent financial reporting in ERP and finance transformation initiatives
- Identify opportunities to automate and standardize reporting processes
- Design and maintain internal controls with the SOX team
- Serve as primary external-auditor contact and resolve audit requests
- Maintain documentation and process narratives
- Back up External Reporting on SEC-style reporting and financial statement preparation
Requirements
What you’ll need- 8+ years of progressive accounting and financial reporting experience, including Big 4 or national firm experience
- Bachelor's degree in Accounting or Finance; active CPA required
- Strong working knowledge of US GAAP and SEC reporting, with hands-on experience in ASC 280, ASC 350, and ASC 805
- Experience supporting debt or capital markets transactions, including offering documents, circle-ups, and comfort letter processes
- Ability to read complex commercial contracts and translate them into reporting and disclosure impacts
- Exposure to ERP implementations or finance transformation projects
- Strong project management skills and ability to run multiple workstreams with external parties
- Clear written and verbal communication, including explaining complex topics to non-accounting partners
- US location eligibility, excluding Alaska, Delaware, Iowa, Mississippi, Nebraska, South Dakota, West Virginia, and Wisconsin
Benefits
Comp & perks- Competitive salary and equity packages
- Health, dental, vision insurance, and mental health resources
- An Ōura Ring of your own plus employee discounts for friends & family
- 20 days of paid time off plus 13 paid holidays plus 8 days of flexible wellness time off
- Paid sick leave and parental leave
