SEC Reporting Manager

Lazard; New York (NY); On-site; USD 160,000 - 190,000; Full time

Benefits offered by this job

Competitive benefits

Career development

Job summary

Lazard, a premier financial advisory and asset management firm, seeks a Senior Vice President to lead SEC Reporting within Global Consolidation, SEC Reporting, and Accounting Policy Finance. You will own external reporting, ensure accurate 10-Q/10-K filings, and manage quarterly earnings releases while partnering with Audit, Legal, Investor Relations, and IT.

This leadership role requires guiding a team, overseeing controls, and evolving disclosure processes amid regulatory changes, leveraging

Qualifications

• 10+ years of SEC reporting experience in a public company environment.
• Active CPA designation preferred.
• Strong technical accounting knowledge of SEC and US GAAP disclosure requirements.
• Proven leadership of teams and senior stakeholders including auditors and legal counsel.
• Experience with Workiva (including WData) and XBRL.
• Advanced Excel and Word skills.

Responsibilities

• Own accuracy, timeliness, and quality of Lazard's 10-K and 10-Q filings and related disclosures.
• Lead drafting of quarterly earnings releases with senior management and Investor Relations.
• Govern the disclosure information workflow and certification process for deadlines and controls.
• Serve as primary contact for auditors and legal counsel during filing cycles.
• Lead disclosure committee meetings and escalate issues to senior stakeholders.
• Source data for 10-Q/10-K disclosures across departments.
• Foster cross-functional relationships with finance, business units, investor relations and management.
• Lead and develop team members to maintain excellence and continuous improvement.
• Oversee quarterly SEC and US GAAP compliance checklists and regulatory changes.
• Monitor external accounting landscape and design disclosure templates with Accounting Policy and IT.
• Ensure XBRL tagging integrity and consistency with proxy disclosures.
• Drive modernization of SEC filing processes using Workiva and related tech.
• Represent reporting on cross-functional/system initiatives affecting SEC filings.

Skills

Workiva

XBRL

Excel

Word

Disclosure Management

Strategic thinking

Leadership

Executive communication

Tools

SAP Analysis for Office

Office Suite

Job description

Job Description

Lazard is one of the world’s preeminent financial advisory and asset management firms.

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

We’ll need a Senior Vice President to serve as SEC Reporting Manager within the Global Consolidation, SEC Reporting, and Accounting Policy Finance team. This is a leadership role responsible for setting the direction of the firm's external financial reporting function, overseeing the integrity and quality of SEC filings, ensuring the accurate and timely preparation of the Firm’s 10-Q and 10-K filings, quarterly earnings releases, and related analyses and driving the continued evolution of the disclosure process. The SEC Reporting Manager acts as a strategic partner to Accounting Policy, Legal, Investor Relations, Internal and External Audit, and IT, and represents the SEC reporting function in front of senior management.

We’ll Trust You To

• Own overall accountability for the accuracy, timeliness, and quality of Lazard's 10-K and 10-Q filings, setting the standards by which disclosure information from global reporting units is collected, reviewed and approved.
• Lead the drafting of Lazard’s quarterly earnings releases, working closely with senior management and Investor Relations.
• Establish and maintain governance over the disclosure information workflow and certification process, ensuring the organization meets filing deadlines and reporting controls are consistently applied.
• Serve as the senior point of contact for internal and external auditors and legal counsel throughout the filing cycle, resolving issues and aligning positions ahead of filing.
• Lead disclosure committee meetings, driving discussion on emerging disclosure matters and ensuring appropriate escalation to senior stakeholders.
• Partner with departments across the firm to source all data required for 10-Q/K disclosures.
• Foster strong cross-functional relationships with finance, business units, investor relations, and all levels of management.
• Lead, mentor, and develop team members, promoting a culture of excellence and continuous improvement.
• Maintain oversight of quarterly SEC and US GAAP compliance checklists, ensuring the firm's filings remain current with evolving regulatory requirements.
• Monitor the external accounting and SEC landscape, assess the impact of new or amended standards, and direct the design of disclosure templates and process changes in partnership with Accounting Policy and IT.
• Oversee the integrity of XBRL tagging and ensure disclosures in the annual proxy are consistent with data published in the 10-Q/K and earnings releases.
• Champion the ongoing modernization of the SEC filing process, identifying opportunities to expand the use of Workiva and other technologies to improve efficiency and control.
• Represent the reporting function on cross-functional and system initiatives that affect SEC filings, including the firm's new consolidation system.

You’ll Need To Have

• 10+ years of progressive experience in SEC reporting and public accounting, including experience operating at a senior level within a complex, public-company reporting environment.
• Active CPA designation preferred.
• Strong technical accounting expertise and command of SEC and US GAAP disclosure requirements.
• Proven experience leading teams, managing senior stakeholders, including auditors, legal counsel, and executive management, and partnering with cross-functional teams
• Strong experience with Workiva (including WData) and XBRL.
• Advanced Microsoft Excel and Word skills.
• SAP – Analysis for Office and Disclosure Management experience a plus.
• Strong quantitative, analytical, and executive communication skills, both written and oral.
• Strategic orientation balanced with the highest standards of accuracy and precision; able to manage competing priorities and deadlines in a fast-paced environment.

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $160,000 - 190,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.