Sr. Manager of Technical Accounting & SEC Reporting

Sr. Manager of Technical Accounting & SEC Reporting

Requirements

• Bachelor’s or Master’s degree in Accounting or Finance
• CPA license required
• 7+ years of progressive accounting experience including Big 4 public accounting (preferably national office, SEC services, or technical accounting groups) and/or public company experience
• Strong knowledge of the U.S. GAAP and SEC regulations
• Experience writing technical accounting memos and implementing new accounting standards
• Demonstrated ownership of SEC reporting processes with strong project management skills
• Familiarity with SOX compliance and internal controls
• High attention to detail and analytical rigor with the ability to simplify complex accounting concepts
• Strong communication skills—written and verbal—with the ability to interact effectively at all levels of the organization
• Proficiency in Google Sheets or Excel; experience with financial systems such as Workiva, NetSuite, or similar platforms preferred

Responsibilities

• Serve as an internal subject matter expert on complex U.S. GAAP topics, including but not limited to: revenue recognition, stock-based compensation, fair value measurement (ASC 820), CECL (ASC 326), loan accounting (ASC 310), consolidation (ASC 810), debt/equity instruments (ASC 470/480), and business combinations (ASC 805)
• Lead technical accounting research, including drafting accounting memos and whitepapers for significant or non-recurring transactions, new products or lines of business and to account for updates to accounting standards / guidance
• Evaluate the impact of new accounting pronouncements and implement accounting policy updates accordingly
• Review contracts and proposed transactions for accounting implications in real time, partnering with Legal and business stakeholders
• Support audit and internal controls, including maintaining documentation for SOX compliance
• Provide training to the accounting team and broader organization on technical accounting topics and policy changes
• Promote continuous learning and best practices in technical accounting
• Lead or assist in the preparation and review of all quarterly and annual SEC filings (10-K, 10-Q, 8-K, proxy statements), including the consolidated financial statements, MD&A, footnote disclosures, and GAAP checklists
• Assist in coordinating the review and approval of quarterly and annual SEC filings by relevant parties, including, relevant committees, external auditors, and internal and external legal counsel
• Support external and internal reporting processes including earnings releases, Board/Audit Committee presentations, and management reports
• Build the SEC Reporting calendar to ensure the all teams across the Company and external partners are aligned with respect to committed deliverables and adherence to deadlines
• Ensure the accuracy, completeness, and timeliness of financial information reported in SEC filings
• Coordinate cross-functionally to gather necessary inputs for disclosures (e.g., from Legal, FP&A)
• Oversee or assist with XBRL tagging of financial statements
• Monitor changes in SEC regulations and ensure compliance with evolving disclosure requirements
• Lead benchmarking and peer disclosure analysis to support best-in-class reporting
• Partner with external auditors during quarterly reviews and annual audits

Preferred Qualifications

• Experience with financial systems such as Workiva, NetSuite, or similar platforms preferred
• Exposure to fintech, financial services, lending, or regulated industries, such as broker-dealer or mortgages, is a plus