SEC Reporting Support

RGP•Cleveland, OH
•Hybrid

About The Position

RGP is seeking an experienced SEC Reporting Consultant to support a financial services client through its year-end 10-K filing. This hands-on engagement requires deep Workiva/Wdesk expertise, including advanced functionality, Wdata, integrations, and the end-to-end SEC filing process. The consultant will work closely with the SEC Reporting Manager and two staff accountants. The engagement is expected to begin as soon as possible and continue through the 10-K filing date in early March. The consultant will work onsite during the first week, followed by limited onsite support, anticipated to be approximately two days every other week during January and February.

Requirements

  • Hands-on Workiva/Wdesk expertise, including functionality beyond preparing or reviewing disclosures.
  • Strong Wdata and integration experience, including data connections, queries, mapping, and system integrations.
  • Hands-on experience managing 10-K and 10-Q production cycles, including XBRL coordination and SEC filings.
  • Strong knowledge of SEC reporting controls and SOX requirements.
  • Solid accounting and SEC reporting knowledge.
  • Ability to work independently while effectively collaborating with and training other team members.

Nice To Haves

  • Banking or financial services experience is strongly preferred; comparable SEC reporting experience in other industries will also be considered.

Responsibilities

  • Lead the hands-on 10-K production cycle in Workiva/Wdesk, from document setup through review, XBRL coordination, and filing.
  • Manage Wdata connections, queries, mapping, integrations, and data flows into the SEC reporting environment.
  • Support SEC reporting and SOX controls, including documentation, review evidence, data integrity, and change controls.
  • Identify accounting and SEC reporting issues and escalate technical matters to management when appropriate.
  • Coordinate with the SEC Reporting Manager and two staff accountants throughout the filing process.
  • Provide hands-on Workiva/Wdesk guidance and training to help upskill other team members.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • 401(k) Savings Plan
  • Employee Stock Purchase Plan
  • Professional Development Program
  • Paid Time Off
  • Paid Sick Time in geographies where legally required
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