Finance Reporting Manager

HighLevel

104d

About The Position

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames. With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration.
• CPA is required.
• 8+ years of accounting experience, including experience in high-growth and dynamic environments.
• 3+ years of specific experience leading SEC filings, including end-to-end ownership of 10-K, 10-Q, 8-K, and S-1 filings and other regulatory reports.
• Strong knowledge of U.S. GAAP, SEC regulations, and public company disclosure requirements.
• 3+ years experience working in or with public companies; experience working with private companies focused on public company readiness is highly preferred.
• Proficiency with Workiva or similar SEC reporting platforms.
• Familiarity with AI tools or intelligent agents used to streamline reporting workflows, enhance data quality, or automate documentation.
• Strong understanding of internal controls, audit processes, and documentation standards.
• Excellent communication skills, with the ability to draft and review financial disclosures and investor materials with clarity and precision.
• Strong project management skills; ability to set timelines, coordinate across teams, and meet deadlines in a fast-paced environment.
• A proactive, detail-oriented mindset with the ability to work independently and collaboratively.
• Experience mentoring or educating cross-functional teams on reporting processes, public company standards, and compliance expectations.

Responsibilities

• Play a key role in public company readiness, including building out reporting processes, and supporting the transition to public company operations.
• Help implement DFNI, Workiva or similar platform to streamline financial reporting processes and ensure consistency, version control, and auditability across all filings.
• Lead the preparation and filing of all SEC reports, including Forms 10-K, 10-Q, 8-K, S-1, and other required disclosures.
• Coordinate and manage the drafting, review, and submission process for SEC filings, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC regulations.
• Respond to SEC comment letters and inquiries in collaboration with internal teams, external auditors, and legal counsel.
• Establish and manage the company’s public company reporting calendar, aligning cross-functional teams to meet key deadlines and filing requirements.
• Partner with legal, finance, investor relations, and accounting teams to gather, validate, and present relevant financial and narrative disclosures.
• Develop and maintain supporting documentation and audit-ready workpapers for all external financial reporting activities.
• Leverage AI tools and agents to enhance reporting accuracy, automate routine processes, and surface actionable insights across regulatory and investor-facing deliverables.
• Support the development of investor relations materials, including earnings releases, scripts, and presentations.
• Implement and continuously improve reporting tools, templates, and processes to support accuracy, timeliness, and scalability.
• Educate internal teams on public company reporting requirements and best practices; provide training and guidance as needed.
• Monitor changes in SEC regulations and accounting standards, and proactively assess and communicate their potential impact on disclosures and processes.
• Supporting accounting conclusions and disclosures by researching accounting matters, interpreting accounting guidance for proper treatment, and drafting technical accounting memos.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees