SEC Financial Reporting Manager

Polaris Financial Staffing; Duluth (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Polaris Financial Staffing is seeking a senior financial leader to report to the CFO. The role focuses on SEC reporting, consolidated financial planning & analysis, budgeting, and strong compliance with accounting standards.

You will partner with executives to drive data-driven decisions for growth and shareholder value across US and international markets. The ideal candidate holds a Master’s in Accounting or related field and a CPA license, with at least 3 years of public accounting experience

Qualifications

• Master’s degree in Accounting or similar field and CPA license required.
• Minimum 3 years of public accounting experience with Big Four or national firm, or equivalent.
• Strong knowledge of US GAAP, internal controls, financial reporting, and global operations.

Responsibilities

• Ensure SEC reporting compliance and annual/quarterly filings.
• Lead consolidation process and management reporting for leadership and board.
• Oversee budgeting, forecasting, and multi-year planning.
• Provide insights and partner with tax for related matters.
• Maintain internal controls over financial reporting and accounting policies.

Skills

Analytical thinking

Financial analysis

Leadership & collaboration

ERP systems

Advanced Excel

Education

Master's degree in Accounting or related field

CPA license

Tools

ERP systems

Microsoft Excel

Financial reporting software

Job description

Reporting to the CFO, this position is responsible for SEC reporting, consolidated financial planning and analysis, budgeting, reviewing, and analyzing financial results, and ensuring compliance with accounting regulations.

Aside from the pre-requisite compliance experience, the person will be a strong finance business partner and a core member of the Finance Leadership Team, who will help support and drive continued business performance in both the US (domestic) and international markets.

This role will support the CFO to lead commercial challenges that shape strategic ‘data-driven’ business decisions for change, growth and shareholder return.

Essential Functions:

Compliance Reporting

• Coordinate the preparation and filing of Forms 10-Q,10-K, and other SEC filing documents
• Complete quarterly and annual disclosure checklists to ensure all appropriate disclosures are included in Forms 10-Q and 10-K
• Assist with technical accounting research and documentation of new policies and procedures
• Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, US GAAP, PCAOB, or other regulations.
• Oversee the preparation and reporting of all equity-based transactions
• Assist with the establishment, documentation, and maintenance of company accounting policies
• Facilitate the preparation and delivery of supporting schedules with internal and external parties
• Manage internal controls over financial reporting

Management Reporting

• Assist in the completion of the monthly and quarterly consolidation process
• Complete weekly flash reports for leadership and monthly board reporting packages
• Prepare and disseminate financial and operational reports to senior management
• Assist with all tax-related matters, including but not limited to being the liaison with tax accountants and regulatory authorities

Financial Planning and Analysis:

• Lead preparation of annual plan/budget, forecasts, and multi-year strategic plans giving consideration to changes in tactical and strategic plans, operations, contracts, trends, etc.
• Produce models to project long-term growth and determine the impacting business factors
• Analyze financial and operating results to better understand company performance
• Communicate to senior management the reasons behind the product/department’s performance and results
• Work closely with the leadership team to formulate the business’s medium to long term financial and strategic plan
• Provide insights to senior management around financial modeling, forecasts and profitability

Decision Support

• Prepare consolidated profit/loss analysis, revenue analysis, cash flow analysis and ad-hoc reporting
• Prepare customer and product profitability analysis
• Construct new product/project business case development (critical success factors, ‘stop/go’ decisions),

Launch and Pricing Strategies:

• Identify, analyze and track trends that impact financial performance (e.g., new/changed product offerings, utilization and operations)

Specialized Projects

• Assist with due diligence procedures related to potential acquisitions
• Any other responsibilities that may be assigned from time to time.

Distinguishing Characteristics & Special Requirements

• Manage multiple assignments at any point in time while meeting deadlines
• Demonstrate sound judgment/decision-making skills
• Maintain tact and diplomacy in dealing with difficult or sensitive situations
• Maintain good working relationships with all departments
• Adept at managing multiple stakeholder agendas and styles across challenging commercial environments.
• Creative and flexible approach to problem-solving and project Management
• Ability to act and operate collaboratively with all levels of employees, management and outside parties
• Solutions-focused with a ‘can-do’ attitude who thrives on new challenges and opportunities to learn.
• Exceptional analytical, quantitative, and statistical skills
• Strong computer skills with proficiency in Microsoft Excel, ERP systems and financial reporting software

Qualifications:

• To perform this position successfully, the individual must have a Master’s Degree in Accounting or similar field from an accredited university and an active CPA license.
• The candidate should have a minimum 3 years of public accounting experience with “Big Four” or national accounting firm or equivalent combination of public accounting and industry experience.
• The candidate should possess a strong knowledge of US GAAP, internal controls, financial reporting, and global operations / foreign currency translation.