Director, Reporting Job Description

Director, Reporting Job Description

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Director, reporting provides consultation to stakeholders and partners on appropriate data analytic techniques and tools for ad hoc reporting & analysis.

Director, Reporting Duties & Responsibilities

To write an effective director, reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included director, reporting job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for identifying and reviewing performance outliers of individually managed investment accounts relative to the strategies for which they are invested
Develop and execute the CSG strategy for data collection, storage and user presentation
Work to build effective networks among co-workers, business partners, and senior leadership
Continuously monitor and adjust models to support changing needs
Perform all required leadership and managerial functions related to the Metrics team
Develop and manage SEC filings (including 10K's, 10Q's, 11-K's, debt and equity filings)
Ensures disclosures included in SEC filings meet the SEC and GAAP disclosure requirements
Review of financial data included on Form S-3, S-4
Prepares and drafts all annual and quarterly financial reports filed with the SEC, including the preparation of financial statements and disclosure included in management's discussion and analysis
Manage the preparation and distribution of periodic financial statements to external users

Director, Reporting Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Director, Reporting

List any licenses or certifications required by the position: CPA, PMP, SOX, CEO/CFO, SEC, CFO, CISA, CIA, CPR, MBR

Education for Director, Reporting

Typically a job would require a certain level of education.

Employers hiring for the director, reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, MBA, Education, Business/Administration, Management, Statistics, Economics, Supervision

Skills for Director, Reporting

Desired skills for director, reporting include:

Community
Data manipulation
Data reporting/analysis tools and techniques
Data requirements
Documenting and analyzing business
Excel
FERC
Identifying
SQL
State and federal laws and resources

Desired experience for director, reporting includes:

Knowledge of competitive or state-of-the-art analytic and reporting services
High degree of experience applying advanced statistical and/or econometric models in health care analytics
Experience in marketing, publishing, licensing, toy, and/or entertainment fields preferred
At least twelve years of accounting and reporting experience
Extremely detail and results-oriented
Requires standard computer skills

Director, Reporting Examples

1

Director, Reporting Job Description

Job Description Example
Our company is growing rapidly and is hiring for a director, reporting. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, reporting
  • Cash flow and exchange rate fluctuations analysis, international accounting/reconciliation of Intercompany accounts, comparison of budget and forecast against actual (including impact of exchange rates)
  • Draft annual and quarterly press releases
  • Provide analysis of monthly financial statement variances, goodwill and intangibles
  • Ensure compliance to Sarbanes-Oxley (Section 404)
  • Develop and integrate management benchmarks and prepare all public filings, including Edgar filing and Proxy statement
  • Responsible for Corporate ledger, including budget and forecasting and special projects
  • Candidate will be responsible for managing General Ledger, Reporting, Financial Planning and Analysis and activities including complex income statement and balance sheet accounting maintenance, reconciliation and analysis
  • Interpret and guide implementation of SEC reporting requirements
  • Interface on an ongoing basis with external auditors, management and subsidiary finance organizations
  • Support the preparation of financial data and information to be presented or discussed with the board of directors, financial analysts and investors
Qualifications for director, reporting
  • Ability to effectively manage workload by prioritizing ad-hoc requests, development efforts and analysis
  • Ability to communicate complex models in a clear and concise way that will allow for good objective input from our customers, business partners and senior leadership
  • Demonstrates strong verbal and written/documentation skills with the ability to communicate with and adapt to diverse individuals at all levels (Management or Peers)
  • Utilizes advanced problem solving skills for more difficult issues by consistently asking the right questions
  • Searches for improved efficiency in approaching daily tasks
  • Demonstrates effective time management skills, ability to shift priorities when circumstances change
2

Director, Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of director, reporting. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, reporting
  • Provide leadership, direction and functional expertise to all aspects of the client reporting, tax reporting and data reconciliation processes
  • Directs the effective implementation, integration, and execution of the reporting team's initiatives
  • Oversee process improvements execution (e.g., new system implementations, system conversions, ) and procedural or data management changes
  • Provide direct oversight, leadership and sets the goals, objectives, and operating procedures for the reporting and reconciliation team
  • Liaises with business clients, Information Technology and other internal constituents on data management and reporting matters
  • Responsible for the day-day management related to the preparation and review of the Form 10-Q and 10-K
  • Assist with leading the preparation and review of other SEC filings (e.g., 8-K, Proxy filings)
  • Draft financial statement disclosures, including developing new disclosures as needed
  • Research technical accounting and financial reporting matters, including new pronouncements and the applicability to the company
  • Supervise and review SEC Reporting Team members' work (including equity-related accounting areas)
Qualifications for director, reporting
  • Shows creativity in extracting information from business partners and co-workers without guides
  • Can be relied upon to fix problems
  • Works independently and helps co-workers gain skills in the business unit with no formal supervisory duties
  • Responsible for timely, accurate submission of all required SEC reports (e.g., 10-Q’s, 10-K's, 8-K’s), including acquisition-related filings (S-4, 8-K/A)
  • Accounting concepts and understanding of analytical concepts for financial analysis US GAAP accounting practices
  • Overall 7+ years of experience working in a public company or in public accounting
3

Director, Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of director, reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for director, reporting
  • Recognize, research and resolve SEC reporting, financial reporting and general accounting issues
  • Direct work of outside valuation experts in purchase accounting and other studies
  • Continue to drive and refine company’s consolidation, reporting and related closing deliverables with emphasis on the continued automation and use of newly implemented systems upgrade
  • Review and assess such accounting policies, analyze gaps and provide recommendations for improvement
  • Monitor emerging accounting standards relevant to the company as they evolve prior to issuance, interpret their impact to the company, and present their status to senior Finance management
  • Provide active support to the external audit reviews, developing adequate and timely reporting and documentation
  • Oversee staffing, training, and development of the Reporting & Consolidation team
  • Coordinate with accounting departments in affiliates to ensure that group requirements are met
  • Consolidation of company financial results including P&L, balance sheet and statement of cash flows
  • Review and determinations of complex accounting and financial transactions
Qualifications for director, reporting
  • Ability to analyze data and present results to both technical and non-technical audiences
  • Bachelor’s degree in Accounting or relate discipline
  • 8 to 10 years of job specific work experience in an International organization with revenue of $1B+
  • BA/BS degree - FRM/CFA/CIPM candidate or certification a plus
  • At least 4 years of work experience in the performance and attribution
  • Strong knowledge of performance calculations and risk measures
4

Director, Reporting Job Description

Job Description Example
Our innovative and growing company is hiring for a director, reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, reporting
  • Review the consolidated financial statements including the Company’s Balance Sheet, Income Statement, and Cash Flow Statement
  • Provide customized management reporting and analytic commentary to senior management
  • Review the fiscal month-end exchange rates for the divisions and consolidation of data
  • Oversee the intercompany balances, ensure there is proper elimination, and manage the intercompany netting process
  • Prepare and compile the quarterly Management Information Book, which is used to prepare quarterly earnings release, footnotes, , for senior management and Investor Relations
  • Manage the preparation and aggregation of the Company’s key external disclosures within the SEC filings, including but not limited to the external consolidated financial statements and various footnotes
  • Maintain and distribute the Divisional Financial Reporting Package
  • Manage and oversee the global consolidated chart of accounts within Hyperion Financial Management (HFM)
  • Provide guidance to global finance teams with global reporting issues
  • Develop talent within GCT through coaching, individual career development planning and talent review
Qualifications for director, reporting
  • Communicate flawless with clients on various types of projects related to health care issues
  • 5-7 years proven metric experience in a multi-site virtual contact center and/or operations processing center
  • Programming experience in PHP or a similar scripting language with a focus on web analytics and reporting
  • Proficient in relational database architecture with the ability to perform advanced queries from multiple data sources
  • In-depth knowledge of the financial services industry to include mutual funds, ETFs, stocks, bonds and managed account programs
  • Effective project management and quality control of reports as needed
5

Director, Reporting Job Description

Job Description Example
Our company is looking for a director, reporting. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for director, reporting
  • Internal and external reporting for accurate production and distribution of reports
  • Reviewing and approves revenue reporting for EIA and State Filings
  • Leading the preparation of GAAP and financial statements and statutory filings on a quarterly and annual basis
  • Overseeing the preparation of half-year and annual IFRS reporting
  • Preparing non-financial reporting, such as statistical reports, EIA, identified state and regulatory reports
  • Providing accurate and timely reporting to ensure in proper reporting and financial close processes
  • Partnering with Systems and Requirements to ensure systems can meet reporting needs
  • Partnering with Governance / Corporate to meet regulatory requirements and ensure application of accounting policies to reports
  • Technical accounting and reporting
  • Serving as an internal consultant to the VP
Qualifications for director, reporting
  • 4-year degree or equivalent experience in mathematics, economics, or statistics
  • 4+ years’ experience leading a small-to-mid size analytic team – 5 to 20 person team
  • Experienced as a management level representative during internal and external audits
  • Risk Management experience a strong plus
  • Bachelor’s degree (MBA Preferred) with 10+ years of progressive experience in reporting and/or data management that directly aligns with the specific responsibilities for this position
  • Bachelor Degree in Accounting and CPA (active status) required

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