Financial Reporting and Technical Accounting Manager

RSM•Chicago, IL

About The Position

The Finance & Accounting Manager will support the Firm’s financial reporting, technical accounting, and internal control activities. This role will manage the preparation of quarterly and annual U.S. GAAP financial statements and the related bank reporting package, including financial statement disclosures, supporting schedules, and reporting documentation. The Manager will also help strengthen internal controls over financial reporting, assist with technical accounting research and documentation, and support the development and implementation of accounting policies. In addition, this position will play a major role in building, administering, and continuously enhancing the Firm’s Workiva financial reporting environment. The role will partner closely with Controllership, Treasury, Tax, Legal, Internal Audit, external auditors, and other Finance stakeholders.

Requirements

Bachelor’s degree in Accounting or a related field.
Active CPA license required.
Six or more years of progressive experience in accounting, external audit, financial reporting, technical accounting, controllership, or a related field.
Experience preparing or auditing U.S. GAAP financial statements and related disclosures.
Experience with internal controls over financial reporting, including process documentation, control design, walkthroughs, testing, or remediation.
Ability to research accounting guidance and prepare clear, well-supported technical accounting documentation.
Strong understanding of general ledger accounting, consolidations, financial close processes, account reconciliations, and financial statement tie-outs.
Strong analytical, project-management, organizational, and written communication skills.
Ability to manage multiple deadlines and coordinate deliverables across functional teams.

Nice To Haves

Public accounting or external audit experience, preferably combined with corporate financial reporting or controllership experience.
Experience in a large, complex, multi-entity, or professional services organization.
Hands-on experience building, implementing, or significantly enhancing a Workiva financial reporting environment.
Experience with COSO-based control frameworks, SOX readiness, audit readiness, or control-remediation initiatives.
Experience with Workday Financial Management or a comparable enterprise financial system.

Responsibilities

Manage the preparation and review of quarterly and annual U.S. GAAP financial statements and the related bank reporting package.
Prepare and review the balance sheet, income statement, statement of cash flows, financial statement disclosures, and supporting schedules.
Maintain the financial reporting calendar, deliverable checklist, responsibility matrix, and period-end reporting documentation.
Coordinate with accounting process owners to validate significant balances, disclosures, estimates, and unusual transactions.
Perform analytical reviews and investigate unexpected trends, relationships, or reporting results.
Ensure financial statements and disclosures are accurately tied to the general ledger and supporting accounting records.
Lead the buildout, administration, and ongoing enhancement of the Workiva financial reporting environment.
Establish and maintain Workiva reporting structures, data connections, document linking, templates, workflows, user access, and review processes.
Identify opportunities to improve reporting quality, control, efficiency, collaboration, and version management through Workiva.
Support the development and enhancement of internal controls over financial reporting.
Document significant processes, risks, controls, control owners, evidence requirements, and review expectations.
Develop and maintain process narratives, risk and control matrices, flowcharts, and control documentation.
Evaluate control design and execution, identify gaps or weaknesses, and coordinate remediation activities with process owners.
Improve the precision and documentation of management review controls.
Assist with financial reporting risk assessments, control walkthroughs, testing requests, and audit-readiness activities.
Evaluate opportunities to strengthen controls through standardization, automation, system configuration, and improved data validation.
Research U.S. GAAP and prepare technical accounting memoranda, position papers, and implementation documentation.
Gather and evaluate contracts, transaction documents, financial data, and other relevant evidence.
Support accounting analyses involving revenue recognition, leases, internal-use software, consolidations, debt, financial instruments, contingencies, acquisitions, divestitures, and other complex matters.
Monitor new accounting standards and assist with impact assessments, implementation plans, policy updates, system requirements, and adoption documentation.
Help translate technical accounting conclusions into journal entries, disclosures, accounting procedures, and internal controls.
Maintain trackers for open technical accounting matters, key judgments, deliverables, responsible parties, and reporting deadlines.
Escalate significant judgments, alternative accounting views, and unresolved matters to the Director.
Coordinate financial reporting, technical accounting, and internal control requests from external auditors, Internal Audit, lenders, and other reviewers.
Maintain request lists, issue trackers, documentation repositories, and status reporting.
Review audit support for completeness, accuracy, consistency, and appropriate approval before submission.
Assist with explanations of significant accounting processes, estimates, transactions, judgments, and controls.
Support finance transformation and reporting initiatives that affect accounting, financial reporting, Workiva, or internal controls.
Develop standardized templates, checklists, dashboards, and workflows that improve reporting-period execution and accountability.