National Office Managing Director

Crowe•Chicago, IL

About The Position

The Managing Director in Crowe’s National Office SEC Services Group serves as a senior technical resource to engagement teams and clients on complex accounting and financial reporting matters involving SEC rules and regulations. This role provides consultation on SEC filings, capital markets transactions, and related financial reporting matters, while also contributing to the firm’s thought leadership, methodology, and guidance related to SEC reporting. The Managing Director will play a key role in monitoring regulatory developments, supporting engagement teams through technical consultations, and helping ensure Crowe’s audit methodology and guidance remain aligned with evolving SEC requirements. This role will also contribute to Crowe’s continued investment in technology and artificial intelligence to enhance the firm’s ability to analyze regulatory developments, support engagement teams, and deliver high-quality technical guidance. The role works closely with National Office leadership and senior audit practice leaders to help shape the firm’s approach to SEC reporting, regulatory developments, and complex public company transactions. This role has firmwide impact by helping shape Crowe’s approach to SEC reporting and regulatory matters, supporting engagement teams on complex public company transactions and filings, and contributing to the firm’s technical leadership with regulators, clients, and the broader marketplace.

Requirements

Expertise in SEC rules and regulations, including SEC reporting requirements and financial statement presentation for public companies.
Deep experience advising on complex SEC filings and capital formation transactions.
Extensive knowledge of SEC Regulations S-X and S-K, including: Securities registrations, Exempt offerings, Initial public offerings (IPOs), Confidential submissions, Comfort letter matters, Article 11 pro forma financial information, Rule 3-05/3-14 reporting requirements for acquisitions of significant businesses/real estate operations
Strong understanding of SEC interpretive guidance and regulatory practice.
Broad working knowledge of U.S. GAAP, U.S. GAAS, and PCAOB auditing standards.
Significant experience reviewing and advising on SEC filings and financial statements.

Nice To Haves

Experience developing and editing SEC reporting and accounting publications, technical guidance, or thought leadership.
Experience designing or delivering technical training or educational programs related to SEC reporting or financial reporting matters.
Strong technical writing and communication skills, including the ability to translate complex regulatory requirements into practical guidance.
Demonstrated ability to present technical accounting and regulatory topics to both internal and external audiences.
Experience mentoring and developing professionals in a technical accounting or National Office environment.

Responsibilities

Maintain deep technical expertise in SEC rules, regulations, and financial reporting requirements applicable to public companies.
Monitor developments in SEC rules, interpretive guidance, and related professional standards impacting SEC reporting and disclosures.
Engage with standard-setting developments (US GAAP, PCAOB auditing standards) and evaluate the impact SEC reporting, financial statement presentation, and related firm guidance and methodology.
Monitor developments in U.S. GAAP and PCAOB auditing standards, evaluating the implications of new and emerging guidance on SEC reporting, financial statement presentation, and related firm guidance and methodology.
Participate in drafting Crowe comment letters on SEC rule proposals and other regulatory developments as appropriate.
Support National Office leadership in monitoring regulatory developments and interactions related to SEC reporting matters.
Contribute technical insight to regulatory discussions, outreach activities, or policy considerations affecting public company reporting.
Assist in evaluating and communicating regulatory developments that may impact Crowe clients or the firm’s audit practice.
Serve as a primary technical consultation resource to engagement teams on complex SEC reporting, financial statement presentation, and regulatory matters.
Advise engagement teams on SEC filings and capital markets transactions, including initial public offerings (IPOs), follow-on offerings, spin-offs, carve-out financial statements, de-SPAC transactions, exempt offerings (Reg. A, Reg. CF), and other registration statement matters.
Provide guidance on SEC financial reporting considerations related to acquisitions and other significant transactions, including application of Rules 3-05/3-14 and Article 11 pro forma requirements.
Assist teams in navigating complex SEC reporting issues, including SEC interpretive guidance, emerging growth company considerations, confidential submissions, and other matters arising in capital formation activities.
Review key SEC-related deliverables, including registration statements, periodic filings, comfort letters, and other SEC reporting documentation.
Escalate complex or novel issues as appropriate within National Office and facilitate timely knowledge sharing with relevant stakeholders.
Develop and maintain internal technical guidance related to SEC reporting and regulatory requirements.
Author or contribute to SEC-related thought leadership, publications, alerts, and technical guidance.
Monitor emerging SEC reporting issues and assess potential impacts on Crowe audit methodology and public company audit programs.
Collaborate with the audit methodology team to ensure changes in SEC rules and regulations are appropriately incorporated into firm guidance and audit programs.
Communicate relevant developments and insights to the audit practice and broader firm.
Develop and deliver training programs related to SEC reporting, regulatory developments, and complex financial reporting issues.
Provide technical education to engagement teams and the broader audit practice on SEC reporting requirements and emerging issues.
Present internally and externally on SEC-related topics to clients, prospects, and professional audiences.
Mentor and develop professionals assigned to the SEC Services Group.
Provide technical guidance, coaching, and performance feedback to support team development.
Help identify and develop technical talent within the SEC reporting practice.
Foster collaboration and knowledge sharing within the National Office and across engagement teams.
Identify opportunities to enhance the efficiency, quality, and consistency of SEC consultation and reporting processes through the use of advanced technology, automation, and data-driven tools.
Champion the thoughtful and responsible use of artificial intelligence and emerging technologies to enhance the analysis of SEC filings, monitoring of regulatory developments, and delivery of technical guidance to engagement teams.
Contribute to the development of innovative, technology-enabled resources, including AI-assisted tools, templates, and knowledge platforms that strengthen Crowe’s SEC reporting capabilities and position the firm at the forefront of the evolving regulatory and financial reporting landscape.