Manager, Financial Reporting & Technical Accounting

SNI Financial; Dallas (TX); On-site; USD 130,000 - 190,000; Full time

Job summary

SNI Financial is partnering with a publicly traded Dallas-based company to recruit a Manager, Financial Reporting & Technical Accounting. You will own SEC reporting, technical accounting, and internal controls, and play a leadership role in bringing critical functions in-house while collaborating with executives.

The role requires CPA licensure, a strong public accounting foundation, and experience with 10-K/10-Q filings, complex GAAP issues, and SOX compliance.

Qualifications

• Active CPA license.
• Bachelor's degree in Accounting, Finance, or related discipline.
• Approximately 5–8 years of progressive accounting experience.
• Strong public-company SEC reporting experience, including preparation of Forms 10-K and 10-Q.
• Solid technical accounting knowledge with ability to research and document complex accounting matters.

Responsibilities

• Lead preparation of quarterly and annual SEC filings, including Forms 10-K, 10-Q, and 8-K.
• Own consolidated financial statements, footnotes, MD&A, supporting schedules, and XBRL reporting.
• Research complex U.S. GAAP matters and prepare technical accounting memoranda.
• Address accounting for equity transactions, stock-based compensation, convertible debt, warrants, derivatives, revenue recognition, and leases.
• Manage the external audit relationship and coordinate financial reporting deliverables.
• Take ownership of the company's SOX 404 compliance program.
• Lead remediation efforts involving financial reporting and close-related internal controls.
• Develop and maintain control documentation, testing schedules, and risk assessments.
• Partner with external advisors to strengthen the overall control environment.
• Support monthly close activities, journal entries, reconciliations, and financial reporting.
• Prepare monthly management reporting packages and assist with Board presentations.
• Partner with the CFO on budgeting, forecasting, and special projects.
• Identify opportunities to leverage AI, automation, and technology to improve reporting efficiency.

Skills

SEC reporting experience

SOX & internal controls

U.S. GAAP knowledge

Month-end close experience

Education

Bachelor's degree in Accounting, Finance, or related discipline

CPA license

Tools

NetSuite

Excel (advanced)

Job description

Ready to take ownership of SEC reporting and technical accounting for an innovative, publicly traded company?

SNI Financial has partnered with a publicly traded, Dallas-based technology company that is transforming healthcare through AI-driven innovation. We are seeking a Manager, Financial Reporting & Technical Accounting to play a highly visible, hands-on role supporting the company's financial reporting, technical accounting, and internal controls functions.

This is an excellent opportunity for a CPA with a strong public accounting foundation and public-company reporting experience who wants to move beyond a narrowly defined reporting role and have a meaningful impact on a growing organization.

Working closely with the Controller and CFO, this individual will take ownership of SEC reporting and technical accounting, bring key reporting functions in-house, strengthen internal controls, and help build scalable financial processes.

Why Consider This Opportunity?

• High Visibility & Executive Exposure: Work directly with the CFO and Controller, with meaningful involvement in financial reporting, strategic initiatives, and Board-level presentations.
• Own the SEC Reporting Function: Take the lead in transitioning SEC reporting and technical accounting activities from external advisors to an internal function.
• Cutting-Edge Industry: Join a publicly traded company operating at the intersection of artificial intelligence, medical technology, and healthcare innovation.
• Build & Improve Processes: Play a key role in strengthening SOX compliance, enhancing internal controls, and establishing efficient, sustainable reporting processes.
• Leverage AI & Automation: Work in an environment that embraces technology and encourages innovative approaches to financial reporting, analysis, and process improvement.
• Broader Career Experience: Gain exposure to complex technical accounting matters, capital markets transactions, financial planning, and executive reporting.
• Make an Impact: Join a lean, collaborative finance organization where your contributions will be visible and valued.

What You'll Be Doing

SEC Reporting & Technical Accounting

• Lead preparation of quarterly and annual SEC filings, including Forms 10-K, 10-Q, and 8-K.
• Own consolidated financial statements, footnotes, MD&A, supporting schedules, and XBRL reporting.
• Research complex U.S. GAAP matters and prepare technical accounting memoranda.
• Address accounting for equity transactions, stock-based compensation, convertible debt, warrants, derivatives, revenue recognition, and leases.
• Manage the external audit relationship and coordinate financial reporting deliverables.

SOX Compliance & Internal Controls

• Take ownership of the company's SOX 404 compliance program.
• Lead remediation efforts involving financial reporting and close-related internal controls.
• Develop and maintain control documentation, testing schedules, and risk assessments.
• Partner with external advisors to strengthen the overall control environment.
• Support monthly close activities, journal entries, reconciliations, and financial reporting.
• Prepare monthly management reporting packages and assist with Board presentations.
• Partner with the CFO on budgeting, forecasting, and special projects.
• Identify opportunities to leverage AI, automation, and technology to improve reporting efficiency.

What We're Looking For

Required Qualifications

• Active CPA license.
• Bachelor's degree in Accounting, Finance, or related discipline.
• Approximately 5–8 years of progressive accounting experience.
• Strong public-company SEC reporting experience, including preparation of Forms 10-K and 10-Q.
• Solid technical accounting expertise with the ability to independently research and document complex accounting matters.
• Strong understanding of U.S. GAAP, SEC reporting requirements, and financial statement preparation.
• A hands-on mentality and willingness to work across multiple areas of accounting and reporting.

Highly Preferred

• Big 4 or national public accounting experience.
• Experience with SOX 404 implementation, internal controls, or material weakness remediation.
• Exposure to complex financial instruments, including warrants, convertible notes, and derivatives.
• Experience in publicly traded technology, medical technology, or life sciences organizations.
• NetSuite and advanced Excel proficiency.
• Experience bringing outsourced SEC reporting or technical accounting functions in-house.

Who Will Thrive in This Role?

We're looking for someone who enjoys being both technically strong and hands-on. The ideal candidate is comfortable preparing SEC filings and researching complex accounting matters while also rolling up their sleeves to assist with month-end close, reconciliations, and other financial initiatives.

You’ll do well here if you’re proactive, detail-oriented, comfortable in a lean environment, and excited about using AI and automation to make accounting and reporting processes more efficient.

Location

Uptown Dallas, TX | Full-Time Onsite

This position offers direct collaboration with executive leadership and the opportunity to be an integral part of the company's finance organization.