Financial Reporting Manager

Therma; Houston (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Health & Welfare Benefits

Life and Disability Insurance

Time Off

Business travel reimbursements

Job summary

Legence, a leading engineering and MEP services provider, seeks a Financial Reporting Manager for its Corporate Finance team. Hybrid role in Houston focusing on SEC reporting, US GAAP compliance, and technical accounting support.

The candidate will partner across the business to ensure accurate financial disclosures, support audits, and strengthen reporting processes. Requires CPA and 4–7+ years in public accounting and corporate SEC reporting.

Qualifications

• Bachelor’s degree in Accounting required.
• CPA required.
• 4–7+ years of combined experience in public accounting and corporate SEC reporting (10-K, 10-Q, 8-K).
• Strong knowledge of US GAAP and SEC requirements (incl. XBRL).
• Proficiency with Workiva and Excel; experience with ERP and consolidation systems.

Responsibilities

• Prepare financial statements and footnotes per US GAAP and SEC requirements.
• Prepare tie-out packages and support SEC filings.
• Develop and maintain reporting schedules and ad hoc reports for leadership.
• Support consolidation reporting and monthly, quarterly, year-end close.

Skills

Financial reporting

US GAAP

SEC reporting

SOX

Attention to detail

Cross-functional collaboration

Financial analysis

Education

Bachelor’s degree in Accounting

CPA

Tools

Workiva

Excel

ERP systems

Consolidation software

Job description

About Legence

Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems- enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.

Legence is seeking a highly detail-oriented Financial Reporting Manager to join our Corporate Finance team. This role will support SEC financial reporting, transaction, and compliance activities, with a focus on ensuring accuracy, consistency, and adherence to US GAAP and SEC standards. This individual will partner with others to deliver high-quality reporting, support audit readiness, and strengthen financial reporting processes. This role is ideal for someone with a public accounting foundation or strong technical accounting background who has experience in SEC reporting and is looking to operate in a dynamic, growth-oriented environment.

This is a hybrid position that will be located in our Houston office.

Key Responsibilities

• Assist in the preparation of financial statements and footnotes in accordance with US GAAP and SEC requirements
• Prepare tie-out packages and execute quality control procedures for SEC filings
• Support development and maintenance of reporting schedules and ad hoc reports for leadership and other stakeholders
• Ensure consistency and accuracy across multi-entity consolidation reporting

Consolidation & Close Support

• Support monthly, quarterly, and year-end close processes
• Prepare or review account reconciliations, rollforwards, and supporting schedules
• Ensure integrity and completeness of corporate-level financial data

Technical Accounting & Compliance

• Support technical accounting research and implementation for complex transactions, including:
  - Business combinations (as applicable)
  - Other complex accounting areas as needed
• Assist in maintaining accounting policies and documentation
• Ensure financial reporting aligns with internal controls and compliance requirements
• Analyze new accounting guidance (FASB, SEC, and other regulatory bodies), evaluate impact, and support implementation and related disclosures

Audit & Controls Support

• Serve as a contact for external auditors during annual audits and interim reviews
• Prepare and organize audit support schedules and documentation
• Support ongoing internal control processes and documentation (SOX or similar frameworks)

Process Improvement & Reporting Efficiency

• Identify and support opportunities to improve financial reporting processes and timelines
• Support enhancements to financial systems and reporting workflows
• Contribute to standardization across operating entities

Desired Experience and Qualifications

• Bachelor’s degree in Accounting required
• CPA required
• 4-7+ years of combined experience in public accounting and corporate SEC reporting (10-K, 10-Q, 8-K, etc.), preferably within Large Accelerated Filer environments
• Strong knowledge of US GAAP and SEC requirements (including XBRL)
• Proficiency in financial reporting tools (Workiva preferred) and Microsoft Excel
• Experience with ERP and consolidation systems
• Experience with stock-based compensation, earnings per share, business combinations, impairment, and other complex accounting topics is a plus
• Industry experience in construction, engineering, or project-based environments is a plus

Knowledge, Skills, and Abilities

• Operates at the highest standards of business ethics, integrity, and professionalism
• Strong attention to detail with a rigorous and methodical approach
• Positive, proactive mindset with the ability to take initiative and drive results
• Clear and concise written and verbal communication skills, with the ability to simplify complex concepts
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong critical thinking skills to solve problems and identify opportunities for process improvement

Benefits Overview

• 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
• Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
• Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
• Time Off: Flexible non-accrual vacation; company holidays per policy. (For California employees, this is separate from California paid sick leave, if applicable.)
• Expenses: Business travel and related expenses reimbursed per company policy.

Reasonable Accommodations

If you need assistance or accommodations during the application or interview process, please contact us [e-mail] or your dedicated recruiter with the job title and requisition number.

Employment Eligibility

Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Third-Party Recruiting Disclaimer

Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.

Pay Disclosure & Considerations

Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job -related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

Equal Employment Opportunity Employer

Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law