About the Role
You will lead the SEC and financial reporting function, ensuring compliance with US GAAP and SEC regulations. You will own the preparation of SEC filings including 10-Ks 10-Qs and 8-Ks as well as proxy statements, and oversee related schedules and disclosures. You will maintain the reporting calendar, coordinate with legal, external auditors, and internal stakeholders, and drive improvements in disclosures and processes. You will help establish and maintain SOX compliant internal controls over financial reporting and support internal management and investor reporting as well as materials for the Audit Committee. You will respond to regulator inquiries and analyze financial data to identify trends, risks, and opportunities for improvement. You will translate new accounting standards into practical application and provide technical guidance to finance and cross functional teams. You will collaborate with leadership and cross functional teams to scale the controllership function.
Requirements
- Bachelor's degree in Accounting, Finance or a related field; active CPA required.
- 7+ years of progressive accounting experience, including at least 2–3 years in a leadership or managerial role.
- Deep experience in SEC reporting (Regs S-X and S-K), including ownership of 10-Ks/10-Qs and financial statement preparation in a public company.
- Strong foundation in US GAAP, SEC regulations, and financial reporting best practices.
- Mix of public company and Big 4 experience strongly preferred.
- Fintech, tech, or high-growth industry experience is a plus.
- Experience with Workiva (required) and NetSuite (preferred).
- Public company reporting experience is required.
- Adhere to all company security policies and data handling procedures.
- Complete mandatory security awareness training within required timeframes.
- Promptly report any suspected security incidents or suspicious activity to the Security team.
Responsibilities
- Lead the preparation and timely filing of SEC reports including 10-Ks 10-Qs 8-Ks proxy statements and other filings ensuring US GAAP SEC regulations and XBRL tagging.
- Prepare or review supporting schedules for financial statements, footnotes, and MD&A sections.
- Prepare disclosure checklists and tie-out documentation for SEC filings.
- Maintain the reporting calendar and ensure timely execution of deliverables to meet deadlines.
- Lead the review process with legal, external auditors, and internal stakeholders to ensure accuracy and alignment.
- Drive continuous improvement across the reporting function by streamlining processes, simplifying disclosures, and implementing best practices.
- Help establish and maintain SOX compliant internal controls over financial reporting.
- Assist in preparing internal management and investor reports, as well as materials for the Audit Committee.
- Support regulator inquiries and information requests as needed.
- Analyze financial data to identify trends, anomalies, or areas of risk and improvement.
Benefits
- Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
- Employer-paid life and disability insurance
- 11 observed holidays and PTO plan
- Up to 12 weeks of paid family leave
- Continuing education reimbursement