External Reporting Manager Job Description
External Reporting Manager Duties & Responsibilities
To write an effective external reporting manager job description, begin by listing detailed duties, responsibilities and expectations. We have included external reporting manager job description templates that you can modify and use.
Sample responsibilities for this position include:
External Reporting Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for External Reporting Manager
List any licenses or certifications required by the position: CPA, AER, PMP
Education for External Reporting Manager
Typically a job would require a certain level of education.
Employers hiring for the external reporting manager 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, Education, MBA, Economics, Public Accounting, Technical, Business/Administration, Management
Skills for External Reporting Manager
Desired skills for external reporting manager include:
Desired experience for external reporting manager includes:
External Reporting Manager Examples
External Reporting Manager Job Description
- Provide leadership to ensure the timely and accurate completion of the following functions
- Provide support for Company business development representatives in potential Company M&A business acquisitions
- Ensure quarterly close activities are performed accurately and to required timelines
- Review and approve blue book schedules for stockholders equity
- Oversee all aspects of the accounting for the company’s stock compensation and other benefit plans
- Forecast diluted share count for EPS calculations
- Manage Ad Hoc reporting requests and support M&A activity
- Managing the process of delivering timely, accurate and comprehensive business line management reporting, including reporting and analysis of gain on sales, losses and reserves, real estate owned (REO), loan modifications and TDR
- Coordinating and supporting forecasting and stress testing processes with credit and forecasting teams
- Supporting business decision-making by developing meaningful ad-hoc management reports
- Experience with high-tech companies preferred
- Ability to manage a team of project resources (as required)
- The position requires a Degree in Accounting with a minimum of 5 years of accounting and financial reporting experience preferably including at least 2 years of public accounting experience
- Experience with Workiva/WebFilings
- Manages the team and provides coaching to develop team talent and build strong finance talent pipeline
- Coordinating systems development with IT to support long-term management and regulatory requirements
External Reporting Manager Job Description
- Review other external reporting-related materials for accuracy and consistency
- Conduct quarterly peer benchmarking of MD&A and other external reporting-related disclosures
- Managing, preparation and submission of regulatory reports for the banking group
- People leadership responsibilities in order to meet internal and external deadlines
- Subject Matter Expert in projects on an ad hoc basis
- Financial reporting control activities along with risk management
- Supervise key aspects of the SEC and FERC reporting process, draft disclosures, process changes, produce accurate documents and maintain a quarterly list of disclosure items to coordinate with the printer
- Interact and ensure effective information exchange with Business Units, the Controller’s Group, Investor Relations, Treasury, the Controller’s Group, internal and external legal counsel, and internal and external auditors
- Research and apply new accounting pronouncements
- Benchmark SEC filings from other companies
- Ability to work both on own initiative and to manage and develop colleagues within the team
- Ability to deliver concise, considered and compelling arguments and present ideas, concepts and complex financial information accurately and with clarity
- Big 4 accountancy practice background
- Strong external reporting / regulatory experience
- Excellent interpersonally
- Preferably Financial Services experience
External Reporting Manager Job Description
- Support merger integration and other miscellaneous projects
- Prepare data request responses and answer ad-hoc requests for both internal and external customers
- Assist in the supervision of staff accountants that may include preparation of their performance reviews and goal setting
- Preparation of Management Discussion and Analysis
- Liasing with external auditors
- Preparation and analysis of quarterly earnings release and supporting analyses
- Preparation and analysis of regulated subsidiary financial statements
- Coordinating internal control over financial reporting
- Maintaining ICFR documentation including narratives and key control matrices
- Participating in the design and implementation of internal controls
- Remain current on company financial policies GAAP standards and determine best practices as they pertain to the financial reporting
- CPA License is absolutely required
- 5-10 years of direct public accounting or combined industry experience
- Possess technical expertise related to GAAP and external reporting including SEC reporting, stock option accounting, revenue recognition, acquisitions, foreign currency transactions and Sarbanes-Oxley requirements
- Bachelor’s Degree in Accounting and a CPA designation
- 7 years of experience in preferably public and industry accounting
External Reporting Manager Job Description
- Research and appropriately apply new accounting pronouncements
- Assist as appropriate in the supervision of staff accountants, including the review of information prepared to ensure completion of tie-out binders, checklists
- Prepare data request responses and answer ad-hoc requests for internal and external customers
- Coordinate and review SEC quarterly and annual reports, including financial statements, footnotes, Management’s Discussion and Analysis, Earnings Releases, Earnings Presentations and Investor Presentations
- Assisting with accounting research efforts related to the operations of the global corporation, including the development of position papers on accounting matters
- Assist in providing guidance and support to corporate and operating company personnel on technical financial and accounting matters
- Participating in accounting and reporting of highly technical areas (e.g., impairment reviews )
- Working with the external printers in the SEC filing process (coordination of timetables, review of changes submitted, formatting review)
- Draft disclosures contained in SEC filings (10-Q/Ks, 8-Ks)
- Prepare accounting position papers on a variety of topics, as needed
- Understanding of accounting theory, principles and regulations including FASB/GAAP, SEC and SOX compliance
- Understanding of documentation requirements in work papers and disclosures with an ability to document technical issues
- Project management experience and technology skills
- Success implementing best practices within area of responsibility
- 7-10 years’ experience in a Big 4
- Experience with Workiva Wdesk
External Reporting Manager Job Description
- Research and practical application of new or amended accounting standards
- Annual and quarterly reports (10K and 10Q)
- Debt and equity offerings
- Footnote and MD&A disclosures
- Other filings (i.e., regulatory, benefit plan, individual company, 8K, S3, S4 and S8 filings)
- Assist in the preparation of the quarterly and annual close calendar
- Monitor over the monthly consolidation process and review of monthly financial statements
- Monitor GAAP, IFRS and SEC rulemaking and interpretations regarding proper presentation of financial statements and related footnote disclosures
- Provide training and development to accounting personnel
- Assist in the preparation and review of quarterly earnings release information
- Proficiency in other computer applications is preferred
- Must be business-English proficient (i.e., TOEIC/TOEFL foreign college level)
- 5-8 years' experience in CPA firms, preferred Big 4
- Work with various parties, both within the Controller
- Proficient in use of advanced Excel
- At least 5+ years of related experience – combination of public and industry a plus