Manager, SEC Reporting Resume Samples
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Manager, SEC Reporting Resume Samples
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BO
B Ondricka
Braden
Ondricka
1179 Homenick Turnpike
Houston
TX
+1 (555) 893 4620
1179 Homenick Turnpike
Houston
TX
Phone
p
+1 (555) 893 4620
Experience
Experience
Boston, MA
Manager of SEC Reporting
Boston, MA
Quitzon-Konopelski
Boston, MA
Manager of SEC Reporting
- Identify process improvements and issues and work with various functional teams to implement and resolve, respectively
- Assist in development of the Company’s implementation plan and accounting policies, as necessary
- Assist in the preparation and filing of the Company’s SEC documents (10-K, 10-Qs and 11-K) - Perform analysis and reconciliations
- Execute SEC filings via the Wdesk (Workiva) application, including XBRL
- Manage and execute several aspects of the Company’s SEC reporting process, including filings on Form 10-Q, Form 10-K, and Form 8-K
- Ensure timely and accurate internal management reporting supporting the companies regions and managers
- Work closely with finance and accounting teams
Chicago, IL
Manager of Sec Reporting & Technical Accounting
Chicago, IL
Lang-D'Amore
Chicago, IL
Manager of Sec Reporting & Technical Accounting
- Assist with initial response to SEC comment letters and working with team to finalize response
- Review and analyze monthly internal management reporting packages and key metrics to monitor the Company's performance
- Establish and document accounting policies and procedures
- Assist with monthly accounting close and reconciliations for equity accounting
- Execute proper procedures to ensure adequacy and effectiveness of internal controls over financial reporting
- Assist with monitoring and occasional design and redesign of accounting and reporting processes to ensure compliance with SOX
- Only those candidates who have held a manager level finance position at a company with annual revenues of over $250 million will be considered
present
Los Angeles, CA
Senior Manager of SEC Reporting
Los Angeles, CA
Vandervort-Lebsack
present
Los Angeles, CA
Senior Manager of SEC Reporting
present
- Preparation and/or review of footnote disclosures, management discussion and analyses, statement of cash flows, in accordance with U.S. Generally Accepted Accounting Principles (GAAP) and Securities and Exchange Commission (SEC) regulations
- Preparation and/or review of GAAP and SEC checklists
- Collecting, synthesizing and processing edits received from management, auditors, and attorneys
- Performing quality assurance reviews on XBRL tags
- Supporting the internal and external audit and quarterly review process
- Supporting other SEC filings or investor communications including press releases, conference call scripts, investor conference materials, registration statements, proxy statements
- Review journal entries for equity compensation and earnings per share calculation
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Tennessee
Bachelor’s Degree in Accounting
Skills
Skills
- Strong understanding and working knowledge of current accounting issues, practices and financial reporting
- Excellent oral and written communication skills, along with the ability to communicate and negotiate with a variety of internal and external constituencies
- Proficiency in Microsoft Office Suite
- Ability to work independently and as a team member with exceptional interpersonal skills
- Proven ability to effectively lead teams
- Excellent written and verbal communication skills
- Proficient in standard Microsoft Office applications (Excel, PowerPoint, Word)
- Ability to appropriately handle confidential material
- Ability to clearly present recommendations/ideas and to summarize complex issues
- Strong analytical and problem solving skills
10 Manager, SEC Reporting resume templates
Read our complete resume writing guides
1
Manager of Sec Reporting & Technical Accounting Resume Examples & Samples
- Manage the external reporting processes, including Q’s and K’s, earnings, proxy filings, and other SEC filings
- Prepare stock-based compensation expense and earnings per share computations
- Responsible for XBRL detailed tagging requirements
- Manage and prepare the external reporting process
- Ensure audits are performed in accordance with department procedures
- Execute proper procedures to ensure adequacy and effectiveness of internal controls over financial reporting
- Interface with internal and external auditors
- Prepare MD&A, quarterly and annual fluctuation analysis for external reporting
- Ensure compliance with GAAP and SEC rules and regulations
- Big 4 or public firm with public company clients
- 8+ years progressive experience
- Strong GAAP, SEC reporting, and SOX experience
- XBRL experience
- Strong Microsoft Excel and Access experience
- Expert verbal and written communication
- Excellent interpersonal skills, attention to detail, and highly organized
- Process driven with desire for continuous improvement
2
Manager of SEC Reporting Resume Examples & Samples
- Various GAAP month end and quarter-end close responsibilities including posting and/or approving journal entries and account analysis
- Prepare, review, and analyze various reports for internal and external customers. This includes among other things, the preparation of the Balance Sheet, Flash/Trend reports, and monthly investment position reports
- Prepare and/or review quarterly and year-end GAAP schedules and financial statements that are utilized in the preparation of the 10-K, 10-Q, Investor Supplement and GAAP reports for Allstate subsidiaries and the Company’s pension plans. Also assist with the review of the information included in the MD&A and Footnotes
- Coordinate and prepare peer review analysis prior to the company's earnings release
- Identify process improvements and issues and work with various functional teams to implement and resolve, respectively
- Supervise staff level employee(s). Provide direction and guidance as needed to accomplish team goals
- Works effectively in a team environment and maximizes team effectiveness
- General intermediate to advanced accounting knowledge
- Flexibility to adapt to changing work priorities and assignments. Ability to identify issues and collaborate with various functional teams to resolve, work under pressure and meet deadlines
- Shows initiative, self-motivated, professional demeanor as well as desire to learn
- 5+ years of professional accounting or reporting experience, preferably with a mid to large SEC filing company. Experience in coordinating team processes or leading process improvements a plus. Some Public Accounting experience is highly desired. Someone presently in Public Accounting with SEC clients would be considered
3
Manager of Sec Reporting & Technical Accounting Resume Examples & Samples
- Manage external reporting processes including the preparation and review of quarterly and annual periodic SEC filings such as Forms 10-Q and 10-K, earning releases and the annual proxy statement
- Coordinate across multiple corporate business service departments, operational departments, and outside service providers to collect, analyze and summarize information for use in SEC filings and to maintain supporting documentation
- Provide technical support on accounting disclosure issues and the adoption and implementation of new accounting standards to ensure compliance with U.S. GAAP and SEC regulations
- Assist with monthly accounting close and reconciliations for equity accounting
- Support ongoing SOX compliance requirements and document processes, procedures and controls
- Assist in external audit coordination and internal audit reviews
- Assist with special projects and financial analysis as needed
- BA/BS in Accounting
- 7+ years of progressive accounting experience
- Proficiency in MS Word, Office and Excel
- Prior SEC reporting exposure
- Experience with Hyperion Financial Management
- Demonstrated understanding of financial statements and current U.S. GAAP, including experience in analyzing financial statements and corporate results
- Strong analytical, problem-solving and decision-making capabilities
- Ability to work independently and to be responsible to follow up on action items
- Team player with the ability to work effectively under tight deadlines
- Strong attention to details and ability to multitask and prioritize diverse tasks
- Professional demeanor while working with all levels of internal staff and outside service providers
4
Manager of SEC Reporting Resume Examples & Samples
- Ensure timely and accurate external reporting of financial information and supplementary reports to Senior Management, Audit Committee and SEC
- Ensure timely and accurate internal management reporting supporting the companies regions and managers
- Maintain accounting policies and procedures to ensure compliance with GAAP
- Maintaining the integrity of financial information and assuring its effective communication of internal and external constituencies
- Undergraduate degree in accounting and CPA required
- Some Public accounting experience preferred
- Experience in a global, multi-site business
- Knowledge of SAP, Oracle or PeopleSoft General Ledger and Hyperion Financial Management preferred
- Experience producing and defining consolidated reports and a broad understanding and appreciation of international accounting
- Experience in interfacing with business customers in defining general ledger, account and reporting requirements, preferred
- Must be information technology-savvy
5
Manager, SEC Reporting Resume Examples & Samples
- Large public accounting firm experience (audit background) and/or large public company SEC reporting experience is preferred
- Strong understanding and working knowledge of current accounting issues, practices and financial reporting
- Ability to work independently and as a team member with exceptional interpersonal skills
- Proven ability to effectively lead teams
- SAP experience is preferred
- Workiva experience is preferred
6
Manager of SEC Reporting Resume Examples & Samples
- Preparation and review of 10Q and 10K filings and SEC document submissions
- Implement goals, policies, priorities and procedures for SEC reporting
- Assists internal control processes for financial reporting
- Ensure proper disclosure of SEC reports
- Stays current with accounting research and knowledge
- Participate and lead in special projects
- Bachelor’s Degree in Accounting preferred
- A minimum of seven years’ experience in a similar role
- Demonstrated leadership, management, and problem-solving skills
- Willing to work collaboratively and independently
7
Manager of SEC Reporting Resume Examples & Samples
- Coordinate SEC filings and quarterly XBRL filings
- Function as technical expert and provide guidance on accounting matters
- Coordinate and prepare monthly/quarterly internal and external financial reporting
- Lead impairment testing for investments in real estates
- Main contact for external auditors
- Assist with reporting issues, acquisitions, etc
- Ad-hoc projects
- Bachelor’s Degree or Masters in Accounting required
- Minimum of eight years of accounting experience with five of them in public accounting
- Commercial real estate experience preferred
- Current SEC reporting, regulatory compliance and internal controls experience required
- Experience with Fund/portfolio consolidations or REIT financial reporting experience preferred
8
Manager of SEC Financial Reporting Resume Examples & Samples
- Assist with the coordination and creation of external SEC financial reporting requirements (Form 10-K, Form 10-Q, Form 8-K, Registration Statements, Non-GAAP financial measures, etc.) and management of communications with Aramark personnel and external auditors related to such documents
- Coordinate and review XBRL tagging in support of SEC filings
- Maintain a working knowledge of accounting transactional processes impacting Aramark, internal to Aramark and outsourced to other providers (where applicable)
- Evaluate accounting pronouncements and regulations (U.S. GAAP primarily) and the formulation and dissemination of U.S. GAAP and SEC guidance and policy
- Assist with providing collaborative support for Aramark’s Corporate Treasury, Tax, Legal, Investor Relations and Planning and Operations Finance departments and ensure coordination around major accounting triggering events
- Account for basic and diluted earnings per share and equity transactions, including share-based compensation expense
- Preparation and review of internal reporting, including account analyses of balance sheet and income statement trends and statement of cash flows
- Review purchase price allocations for business combinations
- Assist in providing for an adequate internal control environment
- Assist with and manage special projects related to technical accounting pronouncement introductions and changes
- Bachelor’s degree in accounting or finance and a CPA
- A minimum of five years experience in accounting with a major public accounting firm or combined public accounting and corporate experience in a financial reporting role
- Demonstrates competence in financial accounting and reporting, along with an in-depth knowledge of SEC reporting
- Ability to set and meet strict deadlines
- Excellent organizational, problem solving and communication skills are required
- Proficiency with MS Office, Oracle and Discoverer preferred
9
Senior Manager Financial Consolidations & SEC Reporting Resume Examples & Samples
- Oversee Turner’s Consolidated Actuals close and “Flash” reporting in accordance with U.S. GAAP and Turner policies. Manage the preparation and submission of consolidated income statement, balance sheet, and various supporting reporting schedules to Time Warner
- Detail review certain quarterly reporting to ensure compliance with U.S. GAAP, SEC regulations, and Turner policy
- Support Accounting Business Services through oversight of the monthly close package reporting
- Collaborate with internal/external customers, business partners and peers to drive efficiencies in processes and effectively meet deliverables
- Manage chart field governance process for business unit and account set-up and partner with Financial Systems team to ensure effective process design and execution
- Act as SOX Control Owner for all Dept. processes
- Interface with external/internal auditors in managing requests concerning processes and deliverables
- Manage a staff of professionals with focus on execution, customer service, collaboration, continual process improvement and career development
- Assist in providing ad hoc reporting and analysis and with various other projects, including cross-divisional initiatives, as required
- Innovative with a high degree of motivation to deliver a quality product. Detail oriented self-starter with the ability to multi-task while meeting routine deadlines
- High degree of initiative and intellectual curiosity. Critical thinking skills with timely, effective decision making
- Strong oral and written communication skills. Ability to interact with all levels of management and to effectively deliver results in a clear and concise manner
- Strong analytical and creative problem solving skills with proven ability to drive and implement process improvements
- Effective people management skills with proven ability to develop employees and drive employee engagement by delegating tasks, providing development opportunities and training and coaching
- Strong organizational skills, project/task management experience and cross-functional coordination skills
- Comfortable dealing with ambiguity. Ability to learn on the fly
- Bachelor's or Master’s degree in Accounting or Finance
- Active CPA or non-U.S. equivalent license
- In depth knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
- Eight or more years of progressive experience in accounting and finance; mix of corporate and “Big Four” public accounting experience preferred
- Three or more years of experience in a role with demonstrated leadership and supervisory skills. Project management experience a plus
- Consolidations experience, preferably at a large multinational company requiring inter-company reconciliation and eliminations
- Variance analysis and reporting experience; familiarity with impact of foreign currency re-measurement and/or translation preferred
10
SEC Reporting Senior Manager Resume Examples & Samples
- This role will provide review and analysis of the Firm’s consolidated financial statements and footnotes and related non-financial statement requirements, such as the description of business, management’s discussion and analysis of financial condition and results of operations, liquidity, capital, legal proceedings, credit, market and operational risk
- Primary responsibilities focus on the review, analysis and compliance with disclosure requirements to support the production of the 10K/Q. Key activities include reviewing and preparing disclosures, assessing technical compliance, formulating pre-production changes to disclosures, communicating requirements and reviewing controls with content providers, analytical review, and question and issue resolution during the production process
- Participate in disclosure projects and implementations
- Liaise with key stakeholders in the production process, such as Treasury, Risk, Product Control, Legal and Legal Entity Controllers
- 5 - 10 years of relevant experience
- Background in areas of U.S. Generally Accepted Accounting Principles disclosures/accounting policy and SEC reporting rules
- Strong ability to review and prepare technical disclosures
- Excellent communication and presentation skills with the ability to convey complex disclosure requirements in a non-technical manner
- Strong analytical, quantitative, and organizational skills and attention to detail
- Proficiency in Microsoft Excel and Word. Knowledge of IBM CDM (Cognos FSR), and extensible business reporting language (XBRL) applications are a plus but not required
11
SEC Reporting & Technical Accounting Manager Resume Examples & Samples
- Coordinate annual audit and quarterly reviews with external auditors, accounting team and management
- Manage the preparation and maintain support for all areas of our external reporting process, such as EPS calculations, Balance Sheet, Income Statement, Statement of Cash Flows, Statement of Stockholders’ Equity, and Share-Based Compensation
- Maintain, update, and evaluate new accounting policies
- Prepare technical accounting memos
- Research, evaluate, and document technical accounting and external reporting implications of complex and non-standard transactions
- Support SOX, month end and quarter end close and related reporting, risk and treasury
- Act as primary owner of stock-based compensation accounting
12
Manager of SEC Reporting Resume Examples & Samples
- Manage the preparation of SEC filings – 10-Q, 10-K, 8-K
- Manage the documentation of company accounting and financial reporting policies
- Manage the coordination of external auditors on annual audit, quarterly reviews and other special projects
- Monitor, analyze and document the impact of SEC and FASB accounting and financial reporting initiatives
- Assist in the review and analysis of transactions/issues that require technical FASB and SEC research and documentation
- Assist with merger and acquisition due diligence, accounting for business combinations and integration of business combinations
- Perform all other duties as requested or assigned
- Four-year degree in Accounting, Finance or Economics
- CPA license or progress towards CPA license required; MBA is a plus
- Seven (7+) years’ experience in public accounting and/or corporate financial reporting with public company experience (or a combination of both)
- Experience with technical GAAP and SEC accounting research
- Exposure to SOX preferred
- Experience with GAAP financial reporting, SEC filings and XBRL
13
Senior Manager of SEC Reporting Resume Examples & Samples
- Preparation and/or review of footnote disclosures, management discussion and analyses, statement of cash flows, in accordance with U.S. Generally Accepted Accounting Principles (GAAP) and Securities and Exchange Commission (SEC) regulations
- Preparation and/or review of GAAP and SEC checklists
- Collecting, synthesizing and processing edits received from management, auditors, and attorneys
- Performing quality assurance reviews on XBRL tags
- Supporting the internal and external audit and quarterly review process
- Supporting other SEC filings or investor communications including press releases, conference call scripts, investor conference materials, registration statements, proxy statements
- Review journal entries for equity compensation and earnings per share calculation
- Maintaining compliance with internal controls, policies and procedures
- Supporting other special projects and other analyses
- Bachelor's degree in Accounting from an accredited university and an active CPA
- A minimum of 12 years accounting experience, including 3+ years experience in public accounting and 3+ years in corporate financial reporting. The number of overall years of experience may be reduced by experience in the "Big 4" or large public accounting environment
- Strong understanding and experience in application of U.S. GAAP and SEC regulations
- 3+ years of supervisory experience of a small team is required
14
Senior Finance Manager, SEC Reporting Resume Examples & Samples
- Ownership of SEC reporting including 10Q/10K, earnings release, tie-outs binders for auditors review
- Contract reviews, iXBRL tagging, technical accounting, equity accounting, audits, internal controls and process improvements
- SOX Compliance perspective; IFRS and statutory reporting, manage outsourced tax compliance tie-outs
15
Manager of Sec Reporting & Technical Accounting Resume Examples & Samples
- Manage the preparation of periodic SEC filings (Form 10-K, 10-Q, etc.), including the coordination of gathering information and revising or drafting new disclosures as necessary
- Coordinate accounting research to ensure Garmin consolidated financial results are in compliance with US GAAP and SEC reporting requirements
- Manage the review and approval of SEC filings with external auditors, inside and outside legal counsel and disclosure committee
- Monitor, assess and communicate the effects of new accounting pronouncements and SEC regulations and lead, manage, and/or coordinate the adoption of those assigned
- Partner with Investor Relations to review various other external financial materials and ensure consistent disclosure and messaging. Work collaboratively to benchmark disclosures against industry peers' filings
- Prepare presentations for executive management team, board of directors, and various parties as needed
- Assist with or lead the analysis and improvement of various technical accounting areas, as needed
- Review and analyze monthly internal management reporting packages and key metrics to monitor the Company's performance
- Initiate and drive process improvements for greater accuracy, financial control and efficiency
- Assist with accounting due diligence and integration of acquisitions
- Establish and document accounting policies and procedures
- Ensure SOX 404 compliance for areas of responsibility and assist in coordination in overall accounting related SOX compliance
- Support the finance department on other special projects, as needed
- Certified Public Accountant (CPA)
- Demonstrates proficient in depth knowledge of accounting theory and principles
- Demonstrates proficient knowledge of SEC reporting requirements
- Demonstrated strong and effective verbal and interpersonal communication skills
- Demonstrates effective written proficiency of English grammar and business vocabulary
- Demonstrates advanced proficiency using Microsoft Excel and Word
- Ability to prioritize and multitask in a flexible, fast paced and challenging environment
- Excellent time management, organizational, and project management skills with experience in effectively meeting tight deadlines
- SEC Reporting experience with a large corporation and/or public accounting (highly preferred)
16
Manager of SEC Reporting Resume Examples & Samples
- Assist in the preparation and filing of the Company’s SEC documents (10-K, 10-Qs and 11-K) - Perform analysis and reconciliations
- Assist internal and external auditors
- Prepare balance sheet variance analysis
- Numerous special projects and technical research Required Skills
17
Manager SEC Reporting & Technical Accounting Resume Examples & Samples
- Manage periodic forms filed with the SEC (Forms 10Q, 10K and 8K) and earning releases
- Prepare the quarterly revenue recognition tasks including revenue reserve, deferred revenue, and COGS related analysis and journal entries
- Manage monthly and quarterly reporting packages including flux analysis
- Manage statement of cash flows
- Analyze new accounting pronouncements to determine their impact on the Company and assist with their implementation
- Analyze contracts to determine the accounting treatment in accordance with GAAP
- Coordinate activities with external auditors to support their audit and review procedures
- Assist in the development and documentation of financial controls, policies and procedures
- Assist with ad hoc projects and prepare responses to various requests for information
- A Bachelor’s degree in Finance or Accounting
- 6+ years of total experience with at least four years of Big 4 public accounting experience
- Strong background in SEC reporting is required including either heavy experience with multiple SEC clients while working in public accounting or currently responsible for producing SEC documents for a public company
- Strong revenue recognition background
- Proven ability and enthusiasm to work in a cross-functional, fast-paced environment, and to lead and drive complex initiatives
- Knowledge and solid experience with SEC Rules and Regulations and related financial disclosures for a public company
- Excellent interpersonal, oral and written English communication skills
- Detail-oriented with high degree of accuracy and exactitude
- Ability to successfully meet tight deadlines
- High technical aptitude with MS-Excel and other software tools; experience with Workiva is a plus
- Demonstrated ability to think critically and solve problems
- Knowledge of Oracle ERP is preferred
18
Senior Manager of SEC Reporting Resume Examples & Samples
- Preparation and/or review of footnote disclosures, management discussion and analyses and statement of cash flows
- Preparation of SEC checklists
- Supervise a staff of up to three
- Strong understanding and experience in SEC regulations
19
Senior Manager, SEC Reporting Resume Examples & Samples
- Monitor requirements and maintain compliance with SEC, GAAP, and Sarbanes-Oxley
- Prepare 10-Q, 10-K, proxy and other filings on a timely manner
- Coordinate, collect and manage feedback from management, attorneys, external auditors, audit committee and the printer to ensure timely filings
- Research new accounting standards and technical issues; analyze their relevance for and impact to the company. o Prepare all SEC filings and annual reports to shareholders in accordance with SEC rules. Work with external auditors and internal finance team in coordinating quarterly reviews and annual audits
- Manage SOX 404 Program including but not limited managing third party SOX relationships, maintaining the company’s SOX application tool, communication both internally and externally to ensure company’s compliance. o Evaluate and test the effectiveness of internal controls under Section 404
- Make recommendations to improve system controls and reduce expenses. Write and implement new internal SOX policies, methods and procedures as needed
- Monitor all collaboration agreements including the methodology of revenue and milestone recognition, key financial terms, and other related billing matters
- Participate in special finance related projects including: accounting systems, employee stock plans, FAS123R
20
Senior Manager of SEC Reporting Resume Examples & Samples
- Manage significant portions of the SEC reporting process, including the timely and accurate filing of forms 10-Q and 10-K including related XBRL filings, ensuring compliance with SOX controls
- Drive initiatives for improvement and automation of current reporting processes as well as special projects
- Manage and execute the implementation of new disclosure requirements
- Support the Director in responding to internal requests and external requests from the regulators and auditors, including drafting responses to regulator comments
- Perform GAAP research and analysis on the accounting for non-routine transactions, disclosure requirements, and the application of internal accounting policies
21
SEC Reporting & Technical Accounting Manager Resume Examples & Samples
- The candidate will have demonstrated leadership working in a complex corporate structure and an ability to influence across departmental boundaries to effect positive change
- This individual will have experience in the areas of responsibility listed above, and will have the following knowledge, skills and personal characteristics
- Open to Relocation**
22
Manager of SEC Reporting Resume Examples & Samples
- Prepare filings with the Securities and Exchange Commission on Forms 10-K, 10-Q, 8-K and 11-K
- Prepare and review earnings releases and work with investor relations to ensure consistency with other SEC filings
- Remain current on FASB and SEC developments, and assist with implementation of new accounting standards
- Consolidate and prepare balance sheet, income statement, statement of cash flows
- Assist in documentation and monitoring of internal controls and the associated testing under Sarbanes Oxley
- Develop and implement process improvement initiatives relating to financial reporting
- Assist with implementation of new accounting systems and related process changes
- Support internal and external auditors during quarterly reviews, consolidated annual audit, benefit plan audits
- Certified Public Accountant
- 5 –7 years of combined experience at a national public accounting firm specifically working in auditing and/or financial reporting in a publicly-held company
- Experience and proficiency with XBRL tagging and reporting
- Experience in researching complex accounting transactions under US GAAP and SEC requirements, implementing new accounting standards
- Must be flexible with work schedule to meet close and financial reporting deadlines
- Comprehensive knowledge of Microsoft Office, reporting and data analytics tools
- Experience with Workiva reporting tools preferred but not required
- Excellent communication and organizational skills as well as the ability to work independently or as part of a team
- Experience in retail industry preferred but not required
23
Manager, SEC Financial Reporting Resume Examples & Samples
- Manages and controls the SEC reporting teams’ general activities including performing technical accounting research using the accounting standards codification. Ensures compliance with accounting principles and adherence to company policy
- Managers the preparation of purchase price allocations to value the assets and liabilities of acquired businesses
- Manages the performance of the annual goodwill impairment testing for the company’s reporting units and overall control premium assessment
- Participates in preparing whitepapers to establish and support the company’s accounting conclusions and overall control premium assessment
- Supports the M&A and Tax departments on complex business transactions including full and partial acquisitions and divestitures
- Prepares and/or reviews reports supporting internal and external audits. Works with internal and external audit as needed to communicate the company’s accounting positions and conclusions
- Mentors, coaches, and develops employees through orientation, training, establishment of objectives, communication of policies and rules, and constructive discipline; builds morale and motivation
- Bachelor’s Degree and at least 5 years of experience in an analytical role in accounting, finance, business management or auditing or High School Diploma/GED and at least 8 years of experience in an analytical role in accounting, finance, business management or auditing
- Knowledge of applicable accounting regulations
- Experience with SEC reporting including 10-K and 10-Q filing requirements, writing footnotes, and drafting Management’s Discussion and Analysis within the 10-K and 10-Q
- Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions
- Experience in diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems
- Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling)
- Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns)
- Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font)
- At least 1 year of experience directly managing people, including hiring, developing, motivating, and directing people as they work or at least 2 years of experience in indirect management of team members, including assisting in the development, training and assignment of work/projects to other team members
- Willing to travel up to 15 % of the time for business purposes (within state and out of state). May include international travel
- Master’s Degree in Accountancy or MBA
- Intermediate level skill in Microsoft Access (for example: designing and creating simple queries, modifying data types, adding dates, working with required fields and/or creating labels)
24
Manager of Sec Reporting & Technical Accounting Resume Examples & Samples
- Take a lead role in preparation of quarterly and annual reports and manage the internal and external review for these documents
- Assist in coordination of the annual audit and quarterly review activities of external auditors
- Ensure compliance with internal controls; document and develop new procedures when required
- Prepare technical memorandums outlining the company’s accounting policies and positions
- Assist with initial response to SEC comment letters and working with team to finalize response
- Assist with monitoring and occasional design and redesign of accounting and reporting processes to ensure compliance with SOX
- Coordination of internal management reviews of information to ensure that all feedback is assimilated into submitted documents and disclosures
- Knowledge and application of accounting principles, analytical techniques and preparation of summary memoranda
- Ability to interact with all levels of the organization
- Understanding of GAAP and SEC rules and regulations and financial reporting
- Strong teamwork skills and excellent written and verbal skills
- Ability to research and propose company positions on complex accounting issues
- Excellent computer and spreadsheet skills
- Strong technical accounting skills & analytical capabilities
- Knowledge of acquisitions and account reconciliations
- 6 years experience with a combination of experience in accounting firm, public company and Big 4 experience
- Experience with SEC and financial reporting
25
Manager of SEC & Financial Reporting Resume Examples & Samples
- Review of consolidated balance sheet, income statement, statement of cash flows and footnotes in accordance with US GAAP and SEC reporting requirements
- This manager will be responsible for the internal reporting process on a monthly basis, which includes preparation of the analysis for CFO
- Review support to be provided to external auditors for the Company audit
- Prepare separate entity external audited financial statements and footnotes and review debt covenant calculations on an as needed basis
- Lead the preparation of the Company�s MD&A as part of its quarterly SEC reporting process
- Participate in assigned special projects as needed
- Ensure XBRL reporting requirements are met, including establishing best practices
- Supervise seniors on team and provide direction and oversight
- Demonstrate a commitment to Company core values
26
Senior Manager SEC Reporting Resume Examples & Samples
- Manage preparation of quarterly and annual financial statements including coordination with other departments, developing and maintaining strict timelines, researching and applying new pronouncements and reporting regulations, reviewing and validating consolidated financial statements are prepared in accordance with GAAP, reviewing footnote disclosures, and maintaining appropriate disclosure controls. Staff supervision and leadership
- Coordinates and manages the preparation of the company’s Forms 10-K and 10-Q, and other SEC filings as needed, including financial statements, footnotes and other disclosures as needed
- Manages the XBRL tagging process for SEC filings
- Ensures documents are prepared in accordance with GAAP and follow reporting regulations
- Maintains proper internal control environment supporting quarterly certifications
- Reviews and approves staff’s work including preparation of the financial statements, footnotes, weighted average share calculations, dilutive shares, and stock compensation expense
- Coordinates interim reviews and annual audits
- Assists in technical accounting research and the preparation of supporting documentation, analyses and accounting whitepapers for asset impairment tests, stock compensation, segment reporting, hedging & derivatives and other technical accounting matters as needed
- Provides support for quarterly earnings release process and the annual Proxy statement filing as needed
- Performs management reporting and Ad hoc reporting and analysis
- Assists with special projects and other duties as needed
- Manages support staff as assigned
- Performs other duties and special projects as assigned
- May assist in other related departments as required by business needs
27
Manager SEC Reporting Resume Examples & Samples
- Planning and execution of monthly, quarterly and annual financial reporting for external use including preparing financial statements and supporting notes for SEC filings (Form 10-K and 10-Q). Ensuring all disclosures in the company’s financial statements are accurate and properly supported
- Manage and develop the Senior Accountant – Financial Reporting
- Review XBRL tagging of the financial statements
- Review key financial reporting disclosures quarterly with executives (CEO, CFO, Controller, etc)
- Partner with other finance groups, treasury, tax, legal, investor relations and financial planning to obtain appropriate information to complete regulatory filings
- Review of data submissions from other internal groups to ensure completeness and accuracy
- Be a driving force for change and improvement of all processes
- Keeping up to date with the latest regulatory accounting disclosure requirements. Perform technical research and prepare accounting memos as directed. Review GAAP checklist to ensure financial statements are accurate and complete
- Review and maintain SOX related documentation related to areas of responsibility
- Serve as point of contact with the external auditors related to financial reporting and other accounting matters, as necessary
- Support, review and validate investor relations presentations and press releases
- Serve as a resource to the IFRS Reporting Senior for non-routine transactions and review of IFRS financial statements. Discuss non-routine transactions with Novelis’ parent company, Hindalco, as necessary
- Providing ad hoc financial analyses and projects
- 6-9 years of experience
- Degree in Accounting/Finance
- CPA designation or CPA candidate
- Big 4 or public accounting experience
- Strong technical knowledge of US GAAP
- Technical accounting policy aptitude required; ability to research accounting issues and communicate the resolution and impact through written documentation
- Ability to multi-task and prioritize deadlines
- Strong organizational skills and proven ability to work independently
- Highly motivated individual, self-starter that takes ownership of projects and tasks
- Microsoft Word and Excel experience required
- Experience with Hyperion Financial Management (HFM) and WDesk/Webfilings is a plus
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Manager of Sec Reporting & Technical Accounting Resume Examples & Samples
- Manage SEC reporting processes including drafting of Form 10-Q, Form 10-K, quarterly press releases and any other ad hoc filings that are required, including XBRL tagging, in compliance with all SEC and US GAAP disclosure requirements
- Stay abreast of changes and activities within the Company and industry to ensure their effects are properly reflected in the Company's financial statements
- Monitor FASB and SEC activities for new accounting pronouncements or filings requirements and evaluate the potential impact of new pronouncements
- Manage preparation of the Company's stock-based compensation expense, EPS calculation, and statement of cash flows
- Perform technical accounting research as needed and write memos documenting conclusions and proper accounting treatment. Liaise with external auditors with respect to accounting conclusions reached
- Assist in the preparation of audit schedules for quarterly reviews and annual audit
- Ensure internal controls are current and are performed and operating effectively on a timely basis. Assist in the development of internal control remediation plans when needed and assist management and internal teams with the remediation activities
- Bachelor's degree at minimum
- 5+ years of financial experience
- Only those candidates who have held a manager level finance position at a company with annual revenues of over $250 million will be considered
- Able to work in a dynamic and growth environment
- Able to quickly grasp company operations and business drivers
- Effective listener
- Self-motivated
- Experience with the Technology industry preferred
- Solid understanding and experience with Sarbanes-Oxley. This includes the ability to consider the relationship of the regulatory environment and the organization in recommending and applying the appropriate business requirements
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Manager, SEC Reporting Resume Examples & Samples
- Bachelor’s and/or Master's degree in Finance, Accounting or Business related fields
- Minimum of ten years’ SEC Reporting experience (10-K/10-Q) with strong US GAAP knowledge and experience
- Active CPA status
- Masters’ of Business Administration degree, a plus
- Excellent oral and written communication skills, along with the ability to communicate and negotiate with a variety of internal and external constituencies
- Ability to clearly present recommendations/ideas and to summarize complex issues
- Ability to appropriately handle confidential material
- Proficient in standard Microsoft Office applications (Excel, PowerPoint, Word)
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Manager SEC Reporting & Accounting Research Resume Examples & Samples
- At least five (5) years of SEC Reporting or Utility industry experience or seven (7) years of public accounting experience is highly preferred
- Very strong oral and written communications skills; ability to communicate and present technical financial information to external and internal financial stakeholders
- Very strong knowledge of financial reporting requirements
- In-depth knowledge of accounting principles and theory; ability to interpret complex financial reports
- Demonstrated problem solving ability; identify problems and develop/implement solutions
- High level of accuracy and great attention to detail; highly organized
- Strong leadership ability bridging diverse groups and developing team members
- Highly analytical aptitude
- Ability to interact independently with senior management team and communicate with all levels of management
- Proficient with MS Office Suite including Excel, Word and PowerPoint
- Proven flexibility and ability to cope with pressure resulting from changing priorities and meeting tight deadlines and reporting requirements
- Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information
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Manager, SEC Reporting Resume Examples & Samples
- Background should include at least 3 years external audit experience while working for a Big 4 public accounting firm. Or another major firm with a minimum of 5 years of overall work experience. It is preferred that this individual has at least three years of private industry experience with at least two of those years performing financial reporting
- Strong background in SEC reporting is required including either heavy experience with multiple SEC clients while working in public accounting or currently responsible for producing SEC documents with a public company
- At least five or more years’ experience managing professional level staff is required
- Good leadership, relationship management with a wide variety of partners, collaboration, and interpersonal skills are required to perform the functions as described. The ability to build credibility, trust, respect, and cooperation among team members is essential
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Manager SEC Reporting Resume Examples & Samples
- Plan, organize, and direct financial accounting, and account classification functions. Supervise employees engaged in those activities
- Analyze accounting policies, procedures, and corresponding controls to ensure regulatory compliance and integrity of financial statements and/or reports
- Monitor and maintain accounting and financial reporting systems; research, evaluate, and propose system changes and/or development of new accounting systems to expedite accounting controls
- Provide information and assistance to management, employees, regulatory agencies, auditors, and others relative to classification and/or accounting treatment of taxes, revenues, earnings, expenses, policies, and procedures
- Compile, prepare, verify, and/or approve information and reports including but not limited to
- Experience with and thorough knowledge of GAAP, company accounting methods, practices, and procedures
- Application of algebra, statistics, and economic theory
- Experience in use and function of office equipment including computers and applicable software
- Experience and/or training related to
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Manager of SEC Reporting Resume Examples & Samples
- Primarily responsible for conducting the external financial reporting process which includes preparing the consolidated financial statements and footnotes using Workiva Wdesk to ensure timely delivery of financial information to the SEC (Forms 10-Q, 10-K, etc), executive management, the board of directors, our lenders and other relevant parties (including management of XBRL)
- Primarily responsible for completing the monthly consolidation of our financial results
- Primarily responsible for performing technical accounting research for transaction-related events and preparing technical accounting whitepapers
- Primarily responsible for preparation of the cash flow and equity statements along with supporting detail
- Complete development of and maintain Presidio’s company-wide accounting policy manual
- Coordinate the quarterly reviews and annual audit procedures performed by our external auditor, including responding to auditor information requests, providing supporting workpapers and discussing significant fluctuations
- Assist with the implementation of ASC 606, Revenue From Contracts With Customers and ASC 842, Leases
- Assist with the review of potential mergers and acquisition targets, including reviewing accounting policies, historical financial results and/or financial projections
- Assist with the preparation of board of director materials and other executive presentations
- Assist with SOX readiness effort related to internal controls over financial reporting
- Other ad hoc duties
- Bachelor’s or Master’s degree in Accounting
- 4 - 7 Years of accounting experience, public accounting experience preferred
- CPA is highly preferred
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Accounting Senior Manager of SEC Reporting Resume Examples & Samples
- Partner with various teams across the company (Accounting, Financial Planning and Analysis, Treasury, Tax, Law, Investor Relations, and Regulatory) to ensure appropriateness of disclosures in 10Q, 10K and 8Ks as applicable
- Draft 10Q, 10K and 8Ks, as applicable and ensure filing within deadlines
- Oversee XBRL tagging requirements for all SEC filings
- Oversee audit with external auditors and ensure compliance with Sarbanes Oxley Section 302 and 906
- Support accuracy of financial earnings releases on a quarterly basis
- Will also support the Amgen Proxy filings and/or the 11-K benefit plan requirements
- CPA and Big 4 audit firm experience with direct experience in SEC external reporting or Corporate SEC reporting role experience
- Strong written, verbal communication, and presentation skills
- Detail oriented; strong business analytical skills
- Positive attitude and a strong work ethic
- Exceptional interpersonal skills; ability to influence personnel across functions and at all levels, including the executive team
- Ability to work in cross-functional team environment
- A person of the highest personal integrity
- Experience in driving and implementing change
- Pharmaceutical/Biotech experience a plus
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Manager of SEC Reporting Resume Examples & Samples
- SEC Reporting – Managing and assisting in the preparation of various footnotes and supporting schedules that will included in SEC financial reporting Forms 10-Q and 10-K
- Financial Reporting – Managing the preparation of various monthly financial reporting packages
- Other – respond to various ad hoc requests
- Proficient in Microsoft Word and Excel
- 5 years of financial reporting experience or public accounting experience or combined
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Manager, SEC Reporting Resume Examples & Samples
- Coordinate the preparation of external financial reports in compliance with SEC and other regulatory reporting requirements
- Assist with implementing new accounting pronouncements
- Perform accounting research related to financial statement presentation and disclosures
- Participate in the preparation of footnotes for management discussion and analysis; review and analyze statement variances
- Monitor regulatory and industry developments and trends
- Oversee the documentation, updating and compliance with completion of annual internal control reviews and updates for all processes affecting the internal controls surrounding financial reporting
- Coordinate audit requests, review work-papers for completeness and accuracy, and address follow-ups from auditors, as appropriate
- 4 years of work experience in financial accounting and/or financial audit/reporting
- Bachelor’s degree in Accounting and a CPA
- 2 years of experience in public accounting
- Solid understanding of generally accepted accounting principles (GAAP) and SEC reporting requirements to ensure the Company’s compliance in external reports
- International experience or exposure
- Strong project leadership skills
- Positive outlook
- Insurance brokerage experience
- Knowledge of JD Edwards
- Knowledge of financial reporting tools
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Manager of SEC Reporting Resume Examples & Samples
- Report to VP, Assistant Corporate Controller with a staff of one Staff Accountant. Collaborate with Corporate Controller on strategic projects
- Manage and execute several aspects of the Company’s SEC reporting process, including filings on Form 10-Q, Form 10-K, and Form 8-K
- Manage the quarterly SEC reporting process
- Draft and perform quality control review of financial statement footnotes, MD&A, and other disclosures
- Partner with business units and departments across the organization, including Investor Relations, Treasury, Tax, Legal, Financial Planning, Executive Management, and others
- Execute SEC filings via the Wdesk (Workiva) application, including XBRL
- Assist in the review of monthly, quarterly, and annual consolidated and business unit financial statements
- SOX liaison for the Company’s External Financial Reporting and Disclosure process
- Monitor and evaluate new FASB / SEC accounting standards
- Prepare quarterly summary of new accounting standards
- Assist in development of the Company’s implementation plan and accounting policies, as necessary
- Support the Company’s transition to the new revenue recognition and lease standards
- Identify and develop accounting conclusions related to non-standard transactions related to both business unit / art-based (e.g., private sales, complex consignment arrangements) and corporate level transactions (e.g., financing)
- Provide internal reporting in support of several of the Company’s strategic initiatives
- Regular interaction with the Company’s internal and external auditors in support of an organized quarterly reporting and filing process
- 5+ years of accounting experience (minimum 3 years in public accounting, with experience outside of public a plus)
- SAP, Hyperion/HFM, and Wdesk experience a plus
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Manager, SEC Reporting Resume Examples & Samples
- Prepare the Company’s SEC filings on Forms 10K/10Q/8K and maintain detailed support for each filing
- Critically evaluate the Company’s press releases, investor presentations, earnings scripts and other publicly shared financial information for completeness, accuracy and consistency and maintain detailed supporting filings for such information
- Prepare quarterly presentations to the Board of Directors and Audit Committee
- Conclude on complex reporting issues and prepare detailed white papers to support those conclusions
- Develop and maintain strong working relationships throughout the organization including the Company’s Legal, Treasury, Consolidations, Financial Planning & Analysis and Investor Relations teams
- Interface with the Company’s independent auditors to manage quarterly reviews and year end audits
- Prepare adhoc reporting for other projects as required
- BS in Accounting and CPA are musts
- 5-7 years of recent public accounting experience with an emphasis on SEC reporting preferred
- Strong working knowledge of US GAAP and financial reporting, corporate financial processes, and internal controls over financial reporting
- Must be able to manage deadlines
- Excellent organizational, multi-tasking, and problem solving skills, attention to detail with the ability to work well under pressure while ensuring the work product delivered is of the highest level of quality
- Strong writing and communication skills and the ability to work independently
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Manager, SEC Reporting Resume Examples & Samples
- CPA license
- BS/MS in Accounting
- 3-5 years of experience at a "Big 4" or large accounting firm or a similar mix of Public/Private experience
- Strong understanding of accounting principles and how to apply them
- Ability to multi-task, prioritize and work well under tight deadlines
- Strong knowledge of Microsoft Excel
- Excellent communication (verbal and written) and interpersonal skills
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Senior Manager SEC Reporting & Technical Accounting Resume Examples & Samples
- Ensure timely and accurate reporting of financial results in Securities and Exchange Commission filings (e.g. Forms 10-Q and 10-K); and in other information that is reported externally (e.g. earnings releases, webslides, investor presentations)
- Lead the development and implementation of Vista Outdoor’s accounting and reporting policies, including recently adopted or proposed standards
- Provide high quality technical accounting analysis in support of business decisions
- Ensure that externally reported results comply with Vista Outdoor policies, U.S. GAAP and other applicable accounting standards and reporting regulations
- Serve as key liaison with external auditors and other professional services providers (e.g. valuation experts)
- Provide education and guidance to senior management, business leaders and Vista Outdoor’s Finance organization on emerging and relevant changes in accounting
- Prepare materials that are presented to the Audit Committee of the company’s Board of Directors, and the company’s internal disclosure committee made up of cross-functional leaders
- Partner across functions and the business to appropriately structure complex transactions to maximize value to Vista Outdoor
- Develop Finance staff and create a culture of performance by recognizing strong performers and coaching marginal performers
- Financial Acumen: Broad and deep knowledge of accounting, including superb understanding of global accounting, and reporting standards, regulations and procedures. Proven ability to develop, implement and maintain global accounting and reporting policies
- Business Partner: Strong ability to build business partnerships to influence discussions and decisions of senior management. Able to explain technical accounting and reporting concepts in clear, common sense terms. Analytical skills focused on problem solving and process improvement
- Leadership and Communication Skills: Demonstrated executive presence that enhances relationships with senior management and all stakeholders. Positive influencing skills, able to interact with professionals in various functional areas to resolve issues throughout the organization. Outstanding written and verbal communication skills. Communicates in a manner that encourages an ongoing dialogue with complete candor that builds trust and encourages creativity within the financial team
- Results Orientation and Business Acumen: Will have demonstrated the ability to bridge the technical and regulatory parameters of accounting and reporting standards with the practical and financial realities of the business. Will have a genuine interest in how the underlying business works and be skilled at seeing new possibilities for enhancing the value of the business, as well as proactively helping management understand the requirements and parameters placed by accounting and reporting standards
- Strong collaboration and influencing skills: Will have demonstrated the ability to work credibly and collaboratively with global cross-functional teams. Will have shown responsiveness to business unit and corporate office needs and have had success in driving initiatives across an organization through effective project management
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Senior Manager SEC Reporting & Technical Accounting Resume Examples & Samples
- Coordinate the review of filings with external auditors, outside legal counsel, accounting staff and executive management
- Be responsible for assisting with preparation for all press releases and public information announcements
- Act as a primary technical accounting resource for the company by researching, resolving, documenting, and communicating accounting matters that arise
- Lead implementation efforts and ongoing monitoring of significant new accounting pronouncement including ongoing communication with other company organizations
- Provide technical accounting guidance with special projects
- Ensure audits are performed in accordance with the Company’s policies and department procedures
- Communicate results of audit and consulting projects via written reports and oral presentations to management and process owners
- 8+ years public accounting and/or industry experience
- Excellent verbal and written communication and strong presentation skills
- Demonstrated recent experience in researching and preparing technical accounting memorandums for complex issues and new pronouncements
- Possess technical expertise related to GAAP and external reporting including SEC reporting, share-based compensation accounting, revenue recognition, acquisitions, foreign currency transactions and Sarbanes-Oxley requirements
- Experience with SAP and Workiva (aka Webfilings) (preferred)
