Lead Financial Analyst – External Reporting

Jobtailor; Colorado; On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in Colorado is seeking an experienced accounting professional to lead SEC reporting and financial disclosures in line with U.S. GAAP and SOX requirements. You will extract data, validate footings, maintain XBRL tagging, and oversee documentation for audits.

The ideal candidate has 8+ years of experience, strong supervisory skills, and proficiency with Workiva and cross-functional collaboration to improve financial processes.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Advanced computer skills.
• 1 year supervisory experience preferred.
• Solid knowledge and experience with SEC reporting, U.S. GAAP, and XBRL.
• Experience with Workiva.
• Ability to communicate effectively, manage multiple projects, be analytical.

Responsibilities

• Extracts financial data for SEC filings (10-K, 10-Q, 8-K) from accounting systems.
• Analyze data and prepare disclosures in accordance with US GAAP and SEC regulations.
• Perform financial tie-outs across external reporting materials, ensuring footing and cross-footing accuracy.
• Maintain and enhance XBRL tagging in the financial statements.
• Maintain Workiva documents and propose process improvements.
• May manage and direct staff to achieve performance standards.
• Develops and mentors staff to achieve effectiveness; trains and shares knowledge.
• Support external auditors with audit inquiries; prepare documentation as needed.
• Participate in monthly accounting processes; ensure accuracy and completeness of records.
• Perform controls to support SOX compliance and propose efficiency improvements.

Skills

financial data analysis

financial statement preparation

XBRL tagging

SEC filings

U.S. GAAP

Sarbanes-Oxley (SOX) compliance

financial tie-outs

document control procedures

audit documentation

performance standards management

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Workiva

Job description

Responsibilities

• Extracts financial data from various accounting and information systems in the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
• Analyzes financial data and defines relevant information in the preparation of financial statements to ensure consistency and accuracy across financial statement disclosures in accordance with U.S. GAAP and SEC regulations.
• Perform comprehensive financial tie-outs across all external reporting materials, including accuracy in footing and cross-footing.
• Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
• Maintain and enhance documents structures in Workiva related to document changes as necessary and proposing efficiencies and improvements in Workiva.
• May manage and direct staff to achieve performance standards.
• Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge.
• Ensures staff demonstrates appropriate customer service attitudes.
• Exhibits a thorough understanding of business and analysis concepts.
• Supports interactions with external auditors to address audit inquiries.
• Prepare and provide proper documentation to auditors, as necessary, to support disclosures and amounts included in SEC filings.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Perform and document necessary controls and procedures to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
• Recommends changes to processes to improve and achieve greater efficiencies.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Solve complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
• Responsible for adherence to the company's framework of internal controls.

Requirements

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Advanced computer skills.
• Preferred Qualifications 1 year supervisory experience.
• Solid knowledge and experience with SEC reporting and regulations, U.S. GAAP, and XBRL.
• Experience working with and editing Workiva.
• Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical.
• Work effectively individually and within a team, organizational and prioritization skills, effective judgment; address employee issues on a timely basis.
• Proven ability to manage deadlines in a fast-paced, high-pressure environment.

Hard Skills

• financial data analysis
• financial statement preparation
• XBRL tagging
• SEC filings
• U.S. GAAP
• Sarbanes-Oxley (SOX) compliance
• financial tie-outs
• document control procedures
• audit documentation
• performance standards management

Soft Skills

• leadership
• mentoring
• customer service
• effective communication
• organizational skills
• prioritization
• analytical skills
• problem-solving
• initiative
• independent judgment

Certifications & Qualifications

• Bachelor’s degree in Accounting
• Bachelor’s degree in Finance