Lead SEC Analyst
Core
End-to-end ownership of external financial reporting (Forms 10-K, 10-Q, 8-K, S-1) and earnings releases for a public tech company.
Role type
Senior SEC Reporting Manager (Public Company Accounting)
Builds
SEC filings, quarterly/annual investor materials, and earnings release packages
Domain
Public Company Accounting / US Securities Regulation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> dashboards & analysis (Financial Reporting)
Required skills
SEC filing ownership, cross-functional coordination, disclosure checklist management, XBRL review, technical accounting research, SOX compliance, process automation
Preferred skills
CPA licensure, Workiva Wdesk, NetSuite
Technologies
Workiva Wdesk, NetSuite
Responsibilities
Own preparation and filing of SEC forms (10-K, 10-Q, 8-K, S-1); drive reporting calendar and coordinate cross-functional inputs; lead earnings release process; manage disclosure checklist and XBRL review; improve reporting processes via automation; prepare/review journal entries and reconciliations; ensure U.S. GAAP and SEC compliance; maintain SOX requirements.
Seniority
Senior, hands-on IC