SEC Reporting Manager
CBIZ•Cleveland, OH
•Hybrid
About The Position
The Manager, SEC Reporting is responsible for leading the preparation, review, and filing of all external financial reports in compliance with U.S. GAAP and Securities and Exchange Commission (SEC) requirements. This role ensures accurate, timely, and transparent financial reporting and serves as a technical accounting resource to senior leadership. The position partners closely with FP&A, Investor Relations, Legal, and external auditors to support high-quality financial disclosures and continuous improvement in the reporting process.
Requirements
- Bachelor's degree in relevant field preferred Or High School Diploma (or GED) and 7 years of experience in relevant field
- Must have and preserve required licenses
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally
- Ability to travel as required by business
Nice To Haves
- Public accounting (Big 4 preferred)
- SEC reporting at a public company, preferred.
- Strong experience with financial services industry reporting (preferred)
Responsibilities
- Lead the preparation and filing of Form 10-K, 10-Q, and 8-K.
- Assist in the preparation and review of Proxy statement.
- Assist in the preparation and review of earnings releases and investor presentations.
- Prepare and review consolidated financial statements, footnotes, and Management’s Discussion & Analysis (MD&A), as assigned.
- Manage the quarterly and annual reporting calendar, ensuring deadlines are met and filings are accurate and complete.
- Oversee XBRL tagging and ensure compliance with SEC filing requirements
- Support preparation of Board of Directors and Audit Committee materials, as needed.
- Support optimization of Workiva
- Responsible for the accounting of debt, including interest accrual, on the monthly basis.
- Responsible for the accounting of interest rate swaps and other mark-to-market / fair value instruments.
- Assist in the research and document technical accounting issues, including preparation of accounting memoranda under ASC guidance
- Assist in the implementation of new accounting standards and SEC reporting requirements
- Provide subject matter expertise on complex transactions and disclosure requirements
- Oversee preparation of GAAP financial statements
- Perform financial statement tie-outs and analytical reviews prior to filing
- Maintain and enhance internal controls over financial reporting in compliance with SOX
- Oversee the completion and review of quarterly financial reporting surveys.
- Support audit requests and coordinate PBC deliverables
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What This Job Offers
Job Type
Full-time
Career Level
Manager
