SEC Reporting Senior Analyst
Core
Prepare SEC filings (Forms 10-K, 10-Q, 8-K), financial statements, footnotes, and MD&A for a fintech company.
Role type
Senior SEC Reporting Analyst
Builds
External financial reporting deliverables and investor presentations
Domain
Fintech / US GAAP / SEC Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US GAAP, SEC reporting requirements, financial statement preparation, technical accounting memos, internal controls, audit support, process documentation
Preferred skills
Workiva, XBRL tagging, NetSuite, financial reporting platforms
Technologies
Workiva, NetSuite, Microsoft Excel
Responsibilities
Prepare SEC filings (Forms 10-K, 10-Q, 8-K) including financial statements, footnotes, and MD&A; Assist in preparation of earnings release, investor presentations and other external reporting deliverables; Conduct research related to U.S. GAAP accounting standards and SEC guidance; Assist with drafting technical accounting memos and policies; Monitor and support implementation of new accounting and SEC pronouncements; Benchmark peer company filings and industry reports; Maintain accounting policies and process documentation; Support annual audit and quarterly review activities with external auditors
Seniority
Senior, hands-on IC