SEC Consultant

DeWinter Group; Santa Clara (CA); Remote; USD 90,000 - 138,000; Part time

Job summary

DeWinter Group seeks an SEC Consultant to support accurate, timely SEC reporting for a publicly traded company on a fully remote, long‑term basis. You will manage Form 10‑K and Form 10‑Q cycles, coordinating roll‑forwards, tie‑outs, disclosures, and filing preparation.

The project begins January 2027 and runs with roughly two to three weeks of work per quarter, aligning with SEC deadlines. The ideal candidate brings hands‑on SEC reporting expertise and independence.

Qualifications

• Hands-on experience preparing SEC filings for publicly traded companies (10-K and 10-Q).
• Strong understanding of SEC reporting requirements, financial statement presentation, and disclosures.
• Experience independently managing SEC document roll-forwards, financial statement tie-outs, tick-and-tie procedures, and disclosure reviews.

Responsibilities

• Prepare annual Form 10-K and quarterly Form 10-Q filings.
• Roll forward prior-period SEC reporting documents including financial statements, footnotes, and disclosures.
• Conduct detailed financial statement tie-outs and tick-and-tie procedures against schedules and source docs.

Skills

SEC filings

Public company

Detail oriented

Independent work

Timelines management

Collaboration

Deadlines

Education

Bachelor’s degree

CPA designation

Tools

DFIN reporting software

Job description

SEC Consultant

Overview

Support accurate, timely SEC reporting for a publicly traded company through a fully remote, long-term consulting engagement. The SEC Consultant will provide hands‑on expertise throughout recurring annual Form 10‑K and quarterly Form 10‑Q filing cycles, partnering closely with the Controller to manage document roll‑forwards, financial statement tie‑outs, disclosure updates, and filing preparation.

This project‑based opportunity begins in January 2027 and typically requires approximately two to three weeks of work per quarter, aligned with SEC filing deadlines. The ideal candidate is a detail‑oriented public‑company reporting professional who can work independently, maintain continuity across reporting periods, and bring practical SEC reporting expertise to each filing cycle.

Responsibilities

• Support the preparation of annual Form 10-K and quarterly Form 10-Q filings.
• Roll forward prior‑period SEC reporting documents, including financial statements, footnotes, and disclosures.
• Perform detailed financial statement tie‑outs and tick‑and‑tie procedures against supporting schedules and source documentation.
• Generate and review redlines between reporting periods to identify and validate changes.
• Assist with annual and quarterly disclosure updates to ensure consistency, accuracy, and completeness.
• Coordinate with the Controller regarding reporting comments, revisions, and outstanding deliverables.
• Prepare and update filing documents within DFIN reporting software.
• Help manage reporting timelines and ensure filings are completed accurately and on schedule.
• Provide continuity across recurring reporting cycles by maintaining familiarity with historical filings and reporting structures.

Required Skills

• Demonstrated hands‑on experience preparing SEC filings for publicly traded companies, including both Form 10‑K and Form 10‑Q.
• Strong understanding of SEC reporting requirements, financial statement presentation, and disclosure practices.
• Experience independently managing:
• SEC document roll‑forwards
• Financial statement tie‑outs
• Tick‑and‑tie procedures
• Disclosure reviews and updates
• Filing preparation
• Ability to review redlines and validate changes between reporting periods.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently and efficiently within defined SEC reporting deadlines.
• Strong collaboration skills when working with Controllers, accounting teams, auditors, and other stakeholders.
• Availability for recurring annual and quarterly reporting engagements.

Nice‑to‑Have Skills

• Familiarity with DFIN reporting software.
• Prior consulting, contract, or project‑based SEC reporting experience.
• Experience supporting additional SEC filings, earnings releases, or related public‑company reporting.
• Exposure to revenue disclosure updates.
• CPA designation.

Preferred Education and Experience

• Manager‑level experience in SEC reporting, financial reporting, or public‑company accounting.
• Extensive practical experience preparing annual and quarterly SEC filings.
• Experience supporting public companies in any industry; industry‑specific experience is not required.
• Bachelor’s degree in accounting, finance, or a related field preferred.
• CPA designation preferred but not required.
• Big Four experience is not required; direct, hands‑on SEC reporting expertise is the primary consideration.

Other Requirements

• Fully remote position.
• Engagement begins in January 2027.
• Long‑term, recurring consulting assignment.
• Approximately two to three weeks of work per quarter, aligned with SEC filing deadlines.
• Availability for the annual Form 10‑K cycle and quarterly Form 10‑Q cycles.
• Ability to manage deliverables accurately and maintain continuity across recurring reporting periods.