SEC Reporting Manager Resume Samples

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S Mante

Soledad

Mante

737 Ankunding Glens

Houston

+1 (555) 966 3506

737 Ankunding Glens

Houston

Phone

p +1 (555) 966 3506

Experience Experience

Los Angeles, CA

SEC Reporting Manager

Los Angeles, CA

Schultz, Altenwerth and Hackett

Los Angeles, CA

SEC Reporting Manager

Provide assistance with global project management of Sarbanes-Oxley section 404
Manage worldwide standardized financial reporting system to provide senior management with summary level l financial results on a current basis
Develop and maintain expert working knowledge and control of eBay’s SEC reporting application tool, WebFilings (Workiva)
Assist with development and distribution of reporting
Identify process improvements and assist in the implementation of related processes and controls
Create, implement and maintain comprehensive worldwide accounting policy documents to improve clarity and consistency
Review work performed by accounting staff that supports SEC filings

Boston, MA

SEC Reporting Manager Near

Boston, MA

Runte-Okuneva

Boston, MA

SEC Reporting Manager Near

Lead the development and implementation of internal controls and preparation of SOX 404 compliance
Oversee the maintenance and ensure the integrity of the company’s stock and options data and plans in equity management system
XBRL reporting process
Prepare white papers summarizing technical accounting issues
Ensuring the financial statements are consistent with U.S. GAAP and SEC rules
Financial statements, footnotes, MD&A, and supporting schedules
Annual report (10-K and proxy), quarterly report (10-Q)

present

Philadelphia, PA

Interim SEC Reporting Manager

Philadelphia, PA

Armstrong Inc

present

Philadelphia, PA

Interim SEC Reporting Manager

present

Perform other duties as assigned
Produce external financial reports for investors and the SEC
Analyze new and proposed accounting standards issued by the SEC and the FASB to determine the impact on the Company
Public Accounting a plus
BS in Finance, Accounting or related field
Direct the interim and annual SEC reporting process. This includes the preparation of Forms 10-Q and 10-K, and the annual report
Coordinate the annual audit and act as the main contact for external auditors

Education Education

Bachelor’s Degree in Accounting

Illinois State University

Bachelor’s Degree in Accounting

Skills Skills

Strong attention to detail
Ability to motivate teams to produce quality and compliant reports within tight timeframes
Excellent knowledge of US GAAP and SEC rules and regulations
Attention to detail and ability to multi-task
Good professional and interpersonal skills
Excellent communication skills (written and verbal)
Demonstrated high level knowledge of financial reporting processes/systems and internal controls
Knowledge of Hyperion Financial Management (HFM)
Excellent communication skills
Knowledge of Microsoft Office programs (i.e. Excel, Word, and Outlook, etc.)

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Sec Reporting Manager Cpa Required Compensation Open Resume Examples & Samples

Managing the process for preparation of the Company's quarterly SEC financial statements, annual report and related year-end SEC filings, including required government compliance filings
Monitoring and enhancing formal processes for obtaining and analyzing information obtained from the entity worldwide to be used in the preparation of the Company's SEC filings
Providing technical research on accounting issues and new accounting standards and support internal management of business units. Managing and participating in the preparation of other SEC filings (i.e. 8-Ks, registration statements)

SEC Reporting Manager Resume Examples & Samples

Timely and accurate preparation and review of the Company’s SEC filings, including 10-Ks, 10-Qs, 8-Ks, and registration statements
Supervises the conversion of financial statements and footnote disclosures
Responsible for researching GAAP / SEC rules and regulations, resolving technical accounting issues, and implementing new accounting standards
Maintains compliance with all internal control procedures surrounding external financial reporting
Supports the Company’s external auditors in performing quarterly and annual audits
Responsible for managing and preparing financial information and presentations for the Company’s quarterly earnings release
7+ years of recent and relevant exposure to SEC reporting
2+ years of progressive leadership experience

SEC Reporting Manager Near Resume Examples & Samples

Financial statements, footnotes, MD&A, and supporting schedules
Annual report (10-K and proxy), quarterly report (10-Q)
XBRL reporting process
Ensuring the financial statements are consistent with U.S. GAAP and SEC rules
Prepare white papers summarizing technical accounting issues
Lead the development and implementation of internal controls and preparation of SOX 404 compliance
Oversee the maintenance and ensure the integrity of the company’s stock and options data and plans in equity management system
Prepare the stock-based compensation journal entries
Month-end close journal entries and account reconciliations
Coordinate with external auditors
Bachelor’s degree in Finance/Accounting
Big 4 CPA required and ERP (SAP) system experience a plus
Minimum of seven years overall with at least five years of financial experience in the Life Science or high tech industries
Experience in a commercial life science environment a plus
Strong understanding of US GAAP and SEC reporting regulations
Excellent project management skills and the ability to collaborate with senior management and others in the company
Self-starter and have the ability to manage multiple tasks and priorities
Excellent analytical, computer, written and verbal skills

SEC Reporting Manager Resume Examples & Samples

Assist in managing the entire SEC reporting process including data analysis, integrity, and submission
Prepare/review all information and data which is included in Forms 10K/10Q and our Earnings Release for accuracy
Assist in preparing financial reporting packages for senior management and board members
Monitor and revise policies and procedures as needed to ensure the adequacy and effectiveness of internal controls over external financial reporting
Evaluate new accounting pronouncements and SEC regulations to assess the impact on the financial reporting processes and the effect on Nasdaq. Prepare accounting write-ups to be presented to the Controller and senior management
Prepare accounting write-ups on all technical accounting transactions to ensure applicable accounting guidance is followed and serve as a summary of the transaction for future reference
Assist in due diligence procedures related to potential acquisitions
Assist in the preparation and coordination of Nasdaq’s annual goodwill and long-term asset impairment analysis
Lead role in the implementation and communication across multiple businesses for the new revenue recognition standared (ASC 606 – Revenue from Contracts with Customers)
Interprets complex financial reports and records/journal entries and applies expertise to enhance accounting treatment of reserves, assets and expenditures. Influences the organization's financial positioning utilizing accounting expertise.Anticipates new accounting pronouncements/ requirements and prepares the organization to react accordingly
Influences NASDAQ’s financial and management accounting policies, procedures and systems

SEC Reporting Manager Resume Examples & Samples

Assisting with the preparation of the Form 10-Qs and 10-Ks, including preparing the disclosures, resolving comments received from reviewers, etc
Liaising with the external auditors to ensure that support and explanations for all requests are provided
Assisting with the preparation of other SEC filings, such as the proxy, international filings, or Form 8-Ks, as required
Analyzing new and proposed accounting standards to determine disclosure implications specific to the company

SEC Reporting Manager Resume Examples & Samples

Responsible for compiling, reviewing & filing all SEC required Forms
Oversee Regulatory Reporting
Prepare appropriate footnotes
Lead reporting team and hit monthly, quarterly and annual deadlines
Calculate Earnings Per Share (EPS) & Diluted EPS and record appropriately
Eight plus years’ experience in Accounting with a focus on external reporting
Bachelor’s degree in Accounting; CPA Required
Experience leading & managing a team in both public and industry
Prior Experience as an external reporting manager
XBRL Experience

SEC Reporting Manager Resume Examples & Samples

Manage the preparation of all SEC filings, including quarterly (Form 10-Q) and annual (Form 10-K) periodic filings, related earnings release materials and investor presentations to ensure compliance with SEC rules and regulations, compliance with U.S. GAAP guidance and consistency across all communications
Prepare timelines and meeting materials, and distribute draft filings
Ensure complete and accurate supporting documentation of financial and other information used in external reporting, including financial statements, earnings release and supporting information, earnings release scripts, Investor Relations materials and Audit Committee materials
Develop and maintain expert working knowledge and control of eBay’s SEC reporting application tool, WebFilings (Workiva)
Establish and maintain close coordination with Investor Relations, business units, Legal, Treasury, Controllership, Consolidation and FP&A to ensure proper input into internal and external financial reporting
Maintain strong working knowledge of relevant SEC rules and regulations and U.S. GAAP guidance
Coordinate review of disclosures with external auditors and accurately communicate resolutions
Ensure SOX 404 compliance for areas of responsibility
Must be self-motivated and able to independently research relevant SEC rules and regulations and U.S. GAAP guidance to ensure compliance in our internal and external documents
Must be able to help develop our public disclosures and monitor ongoing compliance
Must have solid SEC and U.S. GAAP technical background and ability to research complex accounting and disclosure requirements
Must be knowledgeable and skilled in EDGAR search tools
Excellent verbal and written communication skills – including the ability to listen and assess the needs of our business units, comprehend complex matters, articulate issues in a clear and concise manner, research complex transactions and present findings and recommendations
Be able to regularly present information (verbally and in writing) to the Director of SEC Reporting, Chief Accounting Officer, and other executives
Detail oriented, well organized, with the ability to manage a variety of primary duties as well as actively contribute to new projects. Can multi-task in a dynamic environment
Ability to deliver top-quality results under tight deadlines
Ability to work closely with team members and maintain a positive attitude and professional image
Energy and desire to thrive in a fast-paced organization

SEC Reporting Manager Resume Examples & Samples

Assist in the implementation of new accounting standards to assure compliance with U.S. GAAP at implementation and on an on-going basis
Continuously update expertise and demonstrate thought leadership on the execution of accounting standards important to the bank, particularly those pertaining to financial reporting
Assure compliance with SOX disclosure and internal control requirements by developing, maintaining, and testing documentation and processes around reporting controls
Responsible for all equity related transactions, which includes calculating earnings per share (EPS)/diluted EPS and ensuring complete and accurate reporting, review of transactions, monitoring of data, monthly expense recognition, calculation validation, and performing quarterly and annual analysis
Work with the bank’s independent and internal auditors and examiners in their quarterly and annual reviews and audits, coordinating financial reporting related inquiries and requests
Minimum of 8 years of financial reporting work experience in a publicly traded company
Proficient in SEC filings preparation and review and S-K/S-X rules
Experience in and understanding of banking industry strongly preferred
Bachelors’ degree in Accounting
Knowledge of reporting software, such as Workiva, desired

SEC Reporting Manager Resume Examples & Samples

Oversee preparation of all SEC filings (10-Qs, 10-Ks, 8-Ks and 11-Ks) including financial statements and all supporting schedules and disclosures, as well as various statutory financial reports filed on behalf of our foreign subsidiaries
Planning and coordination of the filing of reports with the SEC, including communication with our external financial printers
Review XBRL interactive data files for all 10-Q and 10-K filings, including managing communications and deadlines with the Company's third party provider
Oversee the accounting for stock based compensation, including review of monthly journal entries, calculation and forecasting of monthly expense, as well as accounting for and reconciliation of other balance sheet and P&L accounts, as necessary
Ensure compliance with policies and procedures in accordance with our SOX requirements
Liaise with the Property Accounting, General Ledger, Accounts Payable, Corporate FP&A, Tax, SOX 404 Compliance, Legal, Compensation and Benefits, Treasury, and Investor Relations departments on a regular basis
Liaise with Corporate Finance to review and validate accuracy of financial information contained in the Company's quarterly earnings releases and earnings conference calls
Research and documentation of technical accounting issues quarterly
Research and implementation of new accounting standards, as necessary
Review contracts and transactions entered into by the Company and assess any accounting impact
Prepare requests quarterly and annually for both internal and external auditors and support Controller's office in successful completion of quarterly reviews and annual audits
Bachelor's degree in Accounting or Finance, CPA required (or in progress)
5-6 years experience; public accounting (or combined public and industry accounting) experience required
Previous experience with SEC fillings required
Previous experience managing large-scale projects or team members required
Solid understanding of US GAAP
Ability to research technical accounting issues and provide conclusion on such findings
Ability to analyze and question data for reasonableness, proper accounting and consistency
Strong attention to detail with an ability to work efficiently under tight deadlines
Demonstration of organizational and planning skills with an ability to juggle multiple tasks
Strong quantitative, analytical and problem solving skills
Ability to communicate both verbally and through written mediums in a clear and concise manner with other Finance counterparts of all levels in resolving or providing answers for related accounting issues/questions
Extended hours during peak times may be required

SEC Reporting Manager Resume Examples & Samples

Ability to work in a fast-paced and changing environment
Ability to deal with diverse levels of financial and operating personnel in a multi-national organization
Ability to analyze financial performance and obtain valid explanations for variances
Ability to work independently, under general direction, and create work plan and output requirements timely

Finance SEC Reporting Manager Resume Examples & Samples

Support the following external reporting tasks
Strong analytical and technical accounting skills, creativity and flexibility
6+ years of business experience with combination of public accounting (Big 4 preferred) and private industry experience preferred
Public entity reporting requirements knowledge required
CPA certification preferred

SEC Reporting Manager Resume Examples & Samples

Prepare or review supporting schedules and documentation for SEC filings
Prepare or review quarterly financial statements, including EPS calculations
Ensure compliance with all U.S. GAAP and disclosure requirements
Assist with or review of equity and stock-based compensation accounting, as well as the stock-based compensation forecast
Assist with or review of the XBRL process
Remain current with new technical accounting standards, particularly those that impact financial reporting
Interface effectively with numerous individuals both inside and outside the Company, including the external auditors, to address and resolve accounting issues
Assist in the Company’s Sarbanes-Oxley compliance efforts in connection with the financial reporting process
Assist with ad-hoc requests and research as needed
Bachelor or higher degree in accounting or finance
At least 4 years of experience in a public accounting firm, including audits of public company financial statements
Detailed and results oriented and able to work in a dynamic and fast paced environment
Demonstrated knowledge and ability in researching new accounting guidance and the accounting treatment of complex issues such as acquisitions, stock compensation, equity, etc
Oracle R12 experience is a plus
Equity Edge and Workiva experience preferred

SEC Reporting Manager Resume Examples & Samples

Prepare the Quarterly and Annual Reports on Form 10-Q/K and manage the internal and external review for these documents
Prepare quarterly earnings release
Create and maintain SEC calendar to inform parties of necessary deadline adherence for the following processes: financial close, BOD package, press release and 10-Q/K
Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner
Manage communications with external auditors on external financial statements and accounting issues to ensure auditor agreement with company decisions on accounting disclosures, and issues
Ensure compliance with technical Support M&A activity including due diligence and preparation of purchase accounting
Create, implement and maintain comprehensive worldwide accounting policy documents to improve clarity and consistency
Perform continuous assessment of the close process and process re-engineering to reduce the timing to close the financial period
Support month end and year end closing
Oversee the accounting for complex issues such as debts, investments, capitalization of internally developed software, inventory, etc
Participate in other projects as required
7 years plus of relevant experience- 4 years minimum public accounting experience required
Proven experience to make well-reasoned and timely decisions
Outstanding project management skills to establish and meet deadlines
Excellent interpersonal skills, attention to detail, organized and thorough with the desire for continuous improvement
Excellent understanding of US GAPP and SEC Reporting requirements
XBRL tagging knowledge
Ability to work overtime during busy periods (ie month, quarter and year end)
Netsuite experience preferred
Must have experience with Active Disclosure filing took

Interim SEC Reporting Manager Resume Examples & Samples

Direct the interim and annual SEC reporting process. This includes the preparation of Forms 10-Q and 10-K, and the annual report
Assist in the preparation of other SEC filings such as Form 8-K and registration statements, as required
Coordinate the annual audit and act as the main contact for external auditors
Analyze new and proposed accounting standards issued by the SEC and the FASB to determine the impact on the Company
Produce external financial reports for investors and the SEC
Provide technical expertise for US GAAP and SEC requirements
Participate in ad hoc projects and prepare responses to various requests for information
BS in Finance, Accounting or related field
Public Accounting a plus

SEC Reporting Manager, VP Resume Examples & Samples

Support timely and accurate preparation and filing of the company’s SEC reports (10Qs, 10Ks, and 8Ks) and earnings releases in compliance with all SEC requirements, U.S. GAAP, and company policies and procedures
Prepare and review workpapers supporting disclosures
Assist with management of less experienced employees and management of production process
Assist with disclosure-related U.S. GAAP, SEC and possibly IFRS research
Continuously improve production process and disclosures
Review financial statements and similar external financial reports prepared by other groups in the company before they are issued
Coordinate collection of information from across the company for use in disclosures
Active Certified Public Accountant’s license
6 + years of work experience, including public accounting experience and experience preparing SEC reports and U.S. GAAP financial statements for larger companies
A strong desire to continuously learn, continuously improve and pursue open questions to a conclusion
Ability to develop long-term working relationships
Advanced Excel skills; familiarity with Adobe Pro
A bachelor’s degree in accounting, finance or other business discipline

SEC Reporting Manager Resume Examples & Samples

SEC Reporting and preparation of the 10K and 10Q
Work with auditors on the SOX audit
Supervise the processing and reporting of grants
GAAP focused accounting research
3 plus years of experience in public accounting or relevant industry experience
Public company experience a plus

SEC Reporting Manager Resume Examples & Samples

5+ years of work experience within a Public Company SEC Reporting and/or Big 4 Public Accounting with large public clients
Bachelor's Degree in Accounting and/or Finance
Strong Technical Accounting skills
Working knowledge of U.S. GAAP and SEC reporting requirements
Microsoft Excel proficient
Solid analytical and quantitative skills

SEC Reporting Manager Resume Examples & Samples

Participate in the design, preparation, and completion of external and internal financial reports, including audited financial statements and SEC filings
Execute and maintain an effective internal control environment
Establish and leverage relationships with internal business partners
Support the annual external audit and quarterly reviews
Assist in preparing communications to the Disclosure Committee and Audit Committee; and
Participate in ad hoc projects related to possible debt and equity issuance, SEC comment letters, and disclosure research
7+ years of work experience in accounting with some direct industry experience in SEC reporting at a US publicly traded company
XBRL knowledge required
Big 4 accounting firm experience preferred
Prior experience with WebFilings software a plus
Thorough, comprehensive and current understanding of U.S. GAAP, financial reporting principles, and SEC regulatory requirements
Demonstrates strong communication skills (both written and verbal)
Proven strong analytical skills
Strong MS Office skills required, including proficiency in Excel
Self-motivated, proactive, quick learner with a desire to improve processes and drive the accounting department towards increasing efficiencies
Ability and desire to build and cultivate strong relationships with team members and internal business partners; and
Adaptive in a fast-paced, time-sensitive environment, with the ability to manage multiple priorities

SEC Reporting Manager Resume Examples & Samples

Manage the financial reporting process, including the preparation, drafting, tie down and coordination of the Company's annual reports on Form 10-K, quarterly reports on Form 10-Q and earnings releases on Form 8-K and related reporting binders
Prepare and review other SEC filings prior to final approval
Work with the accounting/finance teams in the preparation on monthly and quarterly management reporting
Perform accounting research to ensure all external financial reporting complies with applicable rules, guidelines and best practices. Prepare a monthly accounting standards updates for issuance to accounting and finance personnel throughout the organization. Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner. Communicate and explain accounting issues and evolving accounting guidance to the management team
Assist in monthly general ledger closing process as needed
Provide primary support in managing the Sarbanes-Oxley Section 302 and Section 404 efforts as they relate to financial reporting, including processes related to certifications
Manage communications with external auditors on external financial statements and accounting issues to ensure auditor agreement with company decisions on accounting disclosures and issues
Assist with various special projects including acquisitions, financial analysis as needed
Attend continuing education to stay current on hot and emerging topics and keep license active
Perform system administrator tasks such as month-end rollover, hierarchy maintenance, workflow step maintenance and implementation of updates to models/procedures
Assist with development and distribution of reporting
Strong computer skills including Word and Excel
Experience with TM1 Reporting system preferred
Ability to effectively interact with all levels of employees and management
Ability to work well in a fast paced, deadline driven environment
Attention to detail and ability to multi-task
High energy, positive, collaborative and approachable work style
Bachelor's Degree in accounting, finance or business administration
4+years in public accounting. Big Four or equivalent employment history strongly preferred
1+years in a SEC reporting role and 1+years in a corporate accounting role preferred
Excellent knowledge of US GAAP and SEC rules and regulations

SEC Reporting Manager Resume Examples & Samples

Prepare all financial statements, footnote disclosures, and management’s discussion and analysis (MD&A) and compensation discussion and analysis (CD&A) for SEC filings
Manage the Company's reporting process, including the preparation of quarterly supplemental analyst package and SEC filings.(S-1, 10-K, 10-Q, 8-K, Proxy), working with bankers, legal counsel, investor relations, external auditors, and others
Serve as a subject matter expert on U.S. GAAP and SEC regulations for the preparation and filing of SEC reports and technical memorandums for our files
Prepare monthly reporting packages for executive management, Board of Directors, and the Audit Committee
Lead the business performance review, understanding fluctuations and movements of the business, in consultation with the Director of Finance
Perform ad hoc research and special projects related to a wide range of accounting and financial reporting issues, including equity and debt transactions, stock based. .compensation, consolidation accounting with foreign entities and multiple currencies
Ensure that the company’s SOX processes are being followed, keeping SOX documentation up to date for responsible areas

SEC Reporting Manager Resume Examples & Samples

30% Project management of the Form 10-Q/10-K process (including XBRL)
20% Prepare or review supporting schedules and documentation for SEC filings
20% Coordination and review of financial information requests to local controllers and other stakeholders
15% Assessing existing 10-Q and 10-K processes in order to enhance these reporting cycles through continued improvement and development
15% Stock compensation, EPS, pension accounting and reporting and other ad hoc projects

SEC Reporting Manager Resume Examples & Samples

Coordinate and prepare periodic SEC reports, to include 10-Q’s, 10-K’s, 8-K’s, and 11-K’s. Draft new disclosures and maintain appropriate documentation and disclosure checklists for all filings
Assist with preparation of other SEC filings, such as registration statements and DEF 14A
Coordinate filing of SEC reports with third party EDGAR and XBRL service provider
Ensure compliance with SEC rules and regulations and internal controls over financial reporting
Assist with research and analysis of new and proposed accounting, reporting, and disclosure standards issued by FASB, SEC, and other authoritative bodies
Review work performed by accounting staff that supports SEC filings
Coordinate financial reporting component of external audit
Prepare and maintain calculations and accounting records for stock-based compensation
Bachelor’s degree (BS) in Accounting or Finance from four-year college or university and 5 to 7 years’ related experience and/or training; or equivalent combination of education and experience
Minimum of 4 years in public company environment
Big 4 public accounting experience preferred. Healthcare industry experience preferred
Demonstrated extensive technical knowledge of accounting theory, principles, and regulations including FASB, SEC, and SOX
Demonstrated ability to research and interpret technical accounting literature and apply to specific business situations
Ability to motivate teams to produce quality and compliant reports within tight timeframes
Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint
Experience with accounting and financial reporting systems

Financial & SEC Reporting Manager Resume Examples & Samples

Determines the quarterly Black-Scholes inputs used to calculate the Company's stock-based compensation expense in accordance with ASC 718
Strong and extensive knowledge of SEC Reporting and US GAAP
10+ years of work experience in accounting and reporting in a combination of public accounting and corporate environments
Outstanding organizational and project management skills with extensive experience managing multiple complex assignments simultaneously
Excellent interpersonal and presentation skills, including written and verbal communication, especially in developing positions and presenting to management, auditors, and non-accounting stakeholders

SEC Reporting Manager Resume Examples & Samples

Review and draft both non-financial and financial sections of SEC reports (e.g. management’s discussion, footnotes, financial statements) and Earnings Releases, Audit Committee and Board of Director’s reports
Validate that sufficient documentation exists to support and explain all reported financial results and discussions
Comply with existing controls and procedures related to Section 404 of Sarbanes-Oxley and identifies ongoing improvements to the controls
Lead projects to adopt required changes to financial statement presentation and disclosures resulting from new FASB standards and SEC accounting rules and regulations. Monitors and assesses the impact of all new SEC accounting rules and regulations
Monitor changes in the SEC’s XBRL requirements (including additions and updates to the taxonomy) and leads projects to execute the necessary changes to systems and processes
Assess and recommend improvements to report preparation systems, policies and processes and leads assigned projects to implement approved changes
Establish and maintain a rapport with the primary contacts in other departments to facilitate the timely and accurate flow of information necessary for proper disclosure
Monitor changes and activities in the Company and in the industry to identify new requirements affecting financial statement preparation and disclosures. Researches and determines the disclosure needs of the changes and drafts the appropriate disclosures or changes to current disclosures in all aspects of SEC reports
Serve as the Company’s liaison with external auditors in connection with their periodic reviews and audits of financial statement presentation and disclosure
Complete other special projects as assigned, including in-depth analyses and accounting research
Bachelor’s degree in Accounting, Business Administration or a related field is required
Minimum 7 years of relevant work experience with a minimum of 2 years working with SEC reporting is required
A CPA license and public accounting experience preferred
Technical accounting experience preferred
Demonstrated working knowledge of generally accepted accounting principles (GAAP) and financial reporting
Demonstrated working knowledge of SEC and GAAP regulations
Experience executing due diligence steps to ensure SEC filing integrity, including the execution and directing of appropriate due diligence to ensure certain filings in EDGAR, NYSE, etc
Proven ability to use computer software and applications, including Microsoft Office, to share, retrieve, research and present business information
Working knowledge of PeopleSoft query, WDesk, Clarity products and XBRL preferred
Demonstrated strong analytical and communication skills, both written and verbal
Proven ability to meet various statutory deadlines under tight time constraints
Demonstrated ability to establish rapport and effective working relationships with business partners
Demonstrated ability to effectively communicate complex messages to diverse audiences at all organization levels, both verbally and in writing
Demonstrated ability to proficiently access and manipulate data for creating financial analyses and other formal presentations. Demonstrated ability to prepare financial statements (Balance Sheet, Income Statement and Statement of Cashflows) from a trial balance and account activity
Understanding of regulated energy industry preferred

SEC Reporting Manager Resume Examples & Samples

Responsible for all aspects of SEC and External reporting including 10-Ks, 10-Qs, 8-Ks, Debt filings, S-4’s etc., footnotes, MD&A and XBRL tagging
Effectively communicate and interact with senior members of management to develop and review required SEC disclosures
Conduct analysis and review of financial statements and perform continuous impact analysis of new GAAP and SEC developments
Assist in preparing and reviewing press releases
Prepare audit committee presentations
Prepare equity compensation accounting and analyze financial statement impact
Research and propose recommendations for technical accounting issues
Assist in development of documentation to ensure SOX compliance
Supports senior management by preparing ad hoc projects as requested
Examines work for accuracy, neatness and conformance to policies and procedures
Support, study and standardize procedures to improve efficiency of the department
Follow all Company policy and procedures
Should have at least 8-10 years of work experience
Should have experience in supervising others
CPA certification is preferred
Experience in a financial reporting role at a public company or public accounting firm experience preferred
Must have knowledge of U.S. GAAP and SEC filing requirements
Must be able to delegate appropriately while managing work processes
Must have excellent PC skills to include all MS Office products
Must have excellent written and verbal communication skills and be able to present oneself in a professional manner
Must be detailed, organized and task oriented to manage rapid growth and increasing demand for information and results
Ensure all incidents are reported and appropriately investigated in accordance with Company procedure

SEC Reporting Manager Resume Examples & Samples

Review the preparation and submission of financial statements, financial statement footnote disclosures, and MD&A disclosures and coordinates with internal finance staff, external auditors, subsidiary staff, legal counsel, and others as appropriate
Assist in the research of the appropriate accounting and reporting for specific transactions (FASB, SEC rules and interpretations, etc.)
Prepare schedules supporting financial statements and selected footnotes for the filings, including cash flow statements and earnings per share
Maintain the internal documentation supporting SEC filings
Assist other members of the team with special projects
Perform such other duties as may be assigned by the Company at its discretion from time to time
Highly organized and able to prioritize and manage time efficiently with the ability to handle stress in a fast-paced, deadline-driven environment
Must be self-motivated and able to think independently
In-depth understanding of generally accepted accounting principles and SEC rules and regulations. Proficiency in Excel and Word
Must be detail oriented and a strong team player
5+ years of accounting/financial reporting experience with at least three years’ experience in SEC reporting for a public accounting firm or publicly-held firm with diverse operations
Must have a CPA

SEC Reporting Manager Resume Examples & Samples

Ensure that the company’s public financial statements and other SEC filings are of the highest standards of quality, GAAP-compliant and useful to management and the investing public
Manage quarterly and annual process for filing the Form 10-Q and 10-K (Edgar and XBRL), including drafting and reviewing documents, ensuring quality, coordinating review by management, legal counsel and independent accountants while adhering to strict timelines
Prepare, review and file other periodic SEC documents, including, but not limited to Form 8-K, S-3, S-8 and Section 16 reporting requirements
Maintain external reporting calendar including scheduling and coordination of independent auditors and tax advisors
Coordinate with Investor Relations to prepare earnings releases, including pro forma results, as well as investor presentations
Manage worldwide standardized financial reporting system to provide senior management with summary level l financial results on a current basis
Ensure that the company remains in compliance with Financial Accounting Standards Board financial accounting and reporting standard and other regulatory accounting standards
Manage communications with external auditors on external financial statements to ensure auditor agreement with company decisions on disclosures and reporting issues
Research new regulations, pronouncements and internal technical issues and assist in implementation of solutions
Identify sustainable strategic improvements, suggest corrective actions, coordinate implementation and track efficiencies achieved
Identify process improvements and assist in the implementation of related processes and controls
Identify improvements that will positively impact corporate success and fully comply with objectives and regulations
Education: Bachelor’s degree (B.A. /B.S.) or equivalent in accounting or related discipline. Masters Degree in Business Administration is beneficial
Experience: Six to eight years related experience with at least three of the required years with a national or regional CPA firm and/or commercial company with consolidation. Experience with international accounting and financial reporting required
Certification/Licensure: CPA strongly preferred
Other: None

SEC Reporting Manager Resume Examples & Samples

Prepares and coordinates reporting and analysis for quarterly and annual SEC filings, including Section 16 filings, 10-Q/K, and Proxy
Creates and maintains an SEC calendar to inform parties of necessary deadline adherence for the following processes: Board of Directors (BOD) package, 10-Q/K and press release
Researches the impact of accounting proposals and pronouncements on the company’s SEC disclosure, financial position and financial statements and coordinates with accounting team the preparation of technical memorandums that document issues in a clear, logical and comprehensive manner
Coordinates with the accounting team the financial statement preparation and necessary accounting disclosures in the footnotes and management’s discussion and analysis (MD&A)
Collects, synthesizes, and processes edits received from management, auditors, and attorneys
Coordinates securities filings made pursuant to the Securities Exchange Act of 1934, and SEC regulations promulgated thereunder
Performs quality reviews on XBRL tagging
Completes SEC and generally accepted accounting principles (GAAP) disclosure checklists
Assists with the equity incentive plan and stock compensation recognition processes including documentation of processes, quarterly work papers, and compliance testing as required by Sarbanes-Oxley (SOX) as needed
Assists with quarterly investment valuation review to include documentation of processes, quarterly work papers, and checklists and annual goodwill valuation as needed
Assists with financial analysis on various transactions, current and historical financial data, and other areas as needed
Assists with financial forecasts and various models as requested
Assists with other financial, compliance, and ad hoc reporting requests
Leads and completes special projects as assigned

SEC Reporting Manager Resume Examples & Samples

Reporting to the SEC Reporting Manager, responsible for supporting the timely and accurate preparation and filing of the Company's SEC reports (10Qs, 10Ks, and 8Ks) and Earnings Releases in compliance with all SEC requirements, US GAAP, and Company policies and procedures
Participate in developing and interpreting financial accounting policies and SEC requirements; analyze and provide technical interpretation of accounting changes
This position will also be required to research and monitor financial data and work directly with contacts in Controllers and other business units within the Company to ensure reported data integrity
Monitor financial reporting/accounting issues as developed by 1) the SEC, FASB and other technical authorities; 2) the public; and 3) other public companies
Research and drive the timely resolution of complex accounting matters
Aid in the preparation of press release tables and other SEC documents
Review new contracts to ensure proper treatment of accounting matters
Provide accounting oversight and guidance on an as needed basis throughout the company

SEC Reporting Manager Resume Examples & Samples

Manager to head the SEC’s group core function (Filings: 10-Qs, 10-Ks, 8-Ks)
Review and preparation of SEC filings
Draft trends/explanations within Management’s Discussion & Analysis
Draft disclosures surrounding new items/transactions
Performance of quality control procedures on all information submitted internally and externally
Review of significant disclosures and calculations, such as: Statement of Cash Flows, EPC, Equity Statement, debt, discontinued operations, stock-based compensation, etc
Research of technical accounting issues
Completion of disclosure checklists
Analyze operating results and identify inconsistencies or errors
Draft 401-K Benefit Plan Financial Statements
Review of investor presentations and press releases
Supervise SEC reporting staff (2 direct reports)
Review and assist in the implementation of new accounting pronouncements
Assess comments received and determine appropriate changes in disclosures or actions to take
Facilitate discussions with external auditors and provide support for key schedules and conclusions
Initiate process improvements within the accounting function
Bachelor’s or Master’s degree in Accounting from a four-year college or university
Minimum 7 years of Accounting experience
Financial reporting experience in a similar role
Experience using Workiva
Advanced writing skills - Ability to draft/edit or improve clarity & transparency of financial disclosures
Must be able to work under pressure and extended hours
Experience using Hyperion Ess-Base
Proficient using complete Microsoft Suite (Word, Excel, etc.)

SEC Reporting Manager Resume Examples & Samples

Prepare financial press release exhibits
Prepare weighted average basic and diluted outstanding share calculations and forecasts
Prepare annual employee benefit plan reports
Review peer company filings for best practices and recommend improvements to the company's filings

SEC Reporting Manager Resume Examples & Samples

Prepares and/or oversees the preparation of SEC filings (10-Q, 10-K and 8-K, including XBRL) including management discussion and analysis, description of business, financial statements including footnotes and supporting schedules
Researches and evaluates the effect of new accounting and SEC pronouncements. Develops and assists in the implementation of new accounting requirements
Reviews existing and potential accounting policies for consistency and compliance with Generally Accepted Accounting Principles (GAAP), and SEC requirements
Oversees preparation of monthly and quarterly external reporting releases, including quarterly earnings release
Oversees the preparation of quarterly financial package to senior management
Prepares and/or oversees the preparation of investor presentations and information for the Board Book
Reviews accounting memos and work done by others in the financial reporting department
Manages relationships with, and assists, internal and external auditors in the review of quarterly and annual financial information and provides additional information as needed
Recommends solutions to extremely complex accounting problems
Recommends process improvements to increase efficiency in processing or analyzing financial information
Reviews SEC filings of entities in our peer group and provides recommendations for any changes in our filings based upon these reviews
Instructs and trains others on policies approved by the Accounting Policy Committee or management as needed
Advanced accounting concepts, practices and procedures
Accounting software packages
Generally Accepted Accounting Principles (GAAP)
SEC reporting; including 10-K, 10-Q, 8-K and XBRL
Reviewing, interpreting and analyzing financial statements
Analyzing and proposing solutions to unusual transactions and accounting discrepancies
Researching GAAP & SEC issues
Interpreting and applying policies and procedures
Promoting effective coordination between department and other functional areas
Work independently, make decisions and suggest resolutions to complex accounting problems
Communicate effectively, both orally and in writing, with all organizational levels, including senior management
Explain or clarify financial information to all levels of management
Provide training to others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Bachelor’s Degree (B.A.) in accounting and a minimum of six (6) years of experience with preparing and analyzing financial information

SEC Reporting Manager Resume Examples & Samples

A Bachelor's Degree in Accounting, Finance, or a related field is required
A CPA license and/or “Big 4” public accounting experience is preferred
Must have at least 5 years of related accounting or finance experience
Experience with SEC filings is preferred, especially knowledge of SEC Rules and Regulations (specifically Guide 3), GAAP, IFRS, FASB, EITF, AICPA, and bank regulatory reporting requirements
Financial Services industry experience is preferred
Strong Microsoft Office skills are required
Strong management, communication, presentation, analytical, and organizational skills are needed to be successful
Experience using Hyperion Essbase or Hyperion Financial Reporting, and/or using or analyzing data with eXtensible Business Reporting Language (XBRL) and/or eXtensible Markup Language is a plus

SEC Reporting Manager Resume Examples & Samples

Assist with the preparation of Caterpillar’s regulatory filings with the SEC, including Form 8-K, 10-Q, 10-K, 11-K, S-8, S-3 and Forms 3 and 4, as well as manage the process and procedures for such filings
Interface, collaborate and develop relationships with senior leaders across the enterprise to ensure alignment with appropriate disclosure processes
Support coordination and alignment efforts with process partners at senior levels within the company to identify, prioritize, and implement action plans relating to improvement and effective integration of compliance processes
Participate in the review, evaluation and amendment of enterprise-wide policies and procedures in support of key stakeholders to ensure alignment with Caterpillar's Code of Conduct
Deliver targeted communications and training on areas of responsibility to senior levels within the company as well as to broad employee audiences; and
Serve as a company-wide resource on disclosure compliance, internal and external communications and Governmental Affairs compliance
Minimum of 10 years experience with processes and regulations relating to SEC reporting obligations and disclosure requirements for NYSE or NASDAQ listed companies
Prior experience as a Corporate and Securities paralegal
High integrity and good judgment
Ability to develop a cooperative work relationship with senior leaders and persuade others to take specific actions needed to support the enterprise
A broad knowledge of political action committees, political lobbying and gift rules

SEC Reporting Manager Resume Examples & Samples

Plan and Manage the preparation and review of SEC reports (forms 10-Q, 10-K, and 8-K), and other external reports such as proxies and earnings press releases
Plan and manage the coordination and consistency of data in SEC reports
Complete the external SEC reporting disclosure checklists
Support the external and internal audit requests and inquiries related to SEC reports
Prepare white papers on technical accounting issues and provide technical accounting assistance to global organization
Responsible for adhering to control processes affecting the financial statements or financial performance of the company. This includes ensuring SOX compliance of financial reporting and disclosure controls, participating in and providing support for control occurrence for control walkthroughs and SOX control testing. Provide support to financial reporting team by maintaining control evidence for controls, performing quarter-end inventory of control compliance, and contributing to a culture of a strong control environment
Lead various ad hoc projects and the 2017 strategic initiatives related to Finance 2.0 and other key accounting and finance goals

SEC Reporting Manager Resume Examples & Samples

Research technical accounting issues and prepare technical memorandum relating to conclusions reached
Prepare notes to SEC filing documents such as 10-K and 10-Qs including XBRL. Provide assistance on other ad-hoc filings as needed
Prepare analysis for significant technical areas such as Goodwill, Equity and Share-Based Compensation
Provide assistance with global project management of Sarbanes-Oxley section 404
Provide direct oversight of the execution of key controls within the corporate entities especially those controls over the Financial Closing Process and Entity Level Controls
Consolidate various Del Monte legal entities on a monthly basis and participate in the quarter-end and year-end SEC reporting process, including preparation of financial statement footnotes and supporting schedules
Provide reporting on Section 16 insider trading
Bachelors of Accounting from an accredited institution
3 years of public accounting/SEC reporting experience
Knowledge of Microsoft Office programs (i.e. Excel, Word, and Outlook, etc.)
Good professional and interpersonal skills
CPA License