Principal Associate, SEC Reporting
Core
Foundational role in the Controllers organization driving clarity, consistency, and risk-based oversight across the legal entity landscape for a financial services company.
Role type
Principal Associate, SEC Reporting & Legal Entity Management
Builds
Centralized oversight function for legal entity reporting and data validation
Domain
Financial Services / Accounting / Regulatory Reporting
Deliverable
dashboards & analysis
Required skills
Financial reporting, Accounting, Risk assessment, Data analysis, Regulatory compliance, Process improvement, Cross-functional collaboration
Preferred skills
CPA certification, SEC reporting experience, Financial analysis, Financial institution experience, Workiva or OneStream systems experience
Technologies
Onestream, Workiva, OneStream
Responsibilities
Establish centralized oversight of legal entity reporting, perform risk assessments to identify entities in scope, coordinate legal entity storytelling and data validation, act as liaison for data accuracy and compliance, drive process improvements and automation, support quarterly earnings and reporting cycles, engage with audit and compliance groups, support enterprise initiatives for acquisitions/expansion/divestitures
Seniority
Senior, hands-on IC
