Senior Financial Reporting Analyst

Calumet • Indianapolis, IN

1d

About The Position

PURPOSE: The Senior Financial Reporting Analyst is responsible for the preparation and review of financial information for external and internal reporting purposes, including SEC filings (Forms 10-K, 10-Q, and other required reports), earnings releases, lender reporting, and management reporting, ensuring accuracy, completeness, and compliance with U.S. GAAP and applicable regulatory requirements. KEY OBJECTIVES AND RESPONSIBILITIES: Compile financial information for certain SEC filings (10-Qs, 10-Ks and 8-Ks) including financial statements, footnotes and supporting schedules and disclosures Prepare financial statement tie-outs for SEC filings and external financial reporting presentations (e.g. quarterly earnings presentation) Optimize reporting tools, consolidation systems, and iXBRL tagging/reporting Develop and maintain standardized templates, reporting checklists, and procedural documentation Compile information for Management Discussion and Analysis (MD&A) disclosures Support monthly and quarterly close processes related to reporting and consolidation Review journal entries, account reconciliations, and variance analyses impacting external reporting Assist with consolidation activities, including eliminations, intercompany reporting Partner with FP&A, tax, legal, HR, and treasury teams to align data and disclosures Ensure compliance with policies and procedures in accordance with our SOX 404 requirements Perform data integrity validation testing over the Company’s internal financial reporting systems, as necessary Assist with the administration of Company incentive programs Assist with the research and implementation of new accounting standards, as necessary Prepare the quarterly US GAAP Financial Statement Disclosure Checklist Maintain and administer the Company’s listing of related parties Identify opportunities to improve reporting efficiency, accuracy, and documentation Prepare requests quarterly and annually for both internal and external auditors Complete special projects, as needed REQUIRED EDUCATION/EXPERIENCES: Bachelor’s degree in Accounting or Finance 3+ years of accounting experience, including public company audit and/or reporting experience Experience with accounting and financial reporting in accordance with US GAAP, including the preparation of financial statements and footnotes of a publicly traded company Proficiency in ERP systems, SEC reporting software, and advanced Excel skills COMPETENCIES: Financial reporting and reconciliation expertise Excellent verbal and written communication skills Detail oriented and ability to navigate multiple work streams and deadlines Variance analysis and insight generation SOX compliance and control testing Clear interpersonal communication Process optimization mindset Demonstration of Calumet Values – Safety, Environment & Social Responsibility, Teamwork, Ownership, Passion for Customers, and Excellence

Requirements

• Bachelor’s degree in Accounting or Finance
• 3+ years of accounting experience, including public company audit and/or reporting experience
• Experience with accounting and financial reporting in accordance with US GAAP, including the preparation of financial statements and footnotes of a publicly traded company
• Proficiency in ERP systems, SEC reporting software, and advanced Excel skills
• Financial reporting and reconciliation expertise
• Excellent verbal and written communication skills
• Detail oriented and ability to navigate multiple work streams and deadlines
• Variance analysis and insight generation
• SOX compliance and control testing
• Clear interpersonal communication
• Process optimization mindset
• Demonstration of Calumet Values – Safety, Environment & Social Responsibility, Teamwork, Ownership, Passion for Customers, and Excellence

Responsibilities

• Compile financial information for certain SEC filings (10-Qs, 10-Ks and 8-Ks) including financial statements, footnotes and supporting schedules and disclosures
• Prepare financial statement tie-outs for SEC filings and external financial reporting presentations (e.g. quarterly earnings presentation)
• Optimize reporting tools, consolidation systems, and iXBRL tagging/reporting
• Develop and maintain standardized templates, reporting checklists, and procedural documentation
• Compile information for Management Discussion and Analysis (MD&A) disclosures
• Support monthly and quarterly close processes related to reporting and consolidation
• Review journal entries, account reconciliations, and variance analyses impacting external reporting
• Assist with consolidation activities, including eliminations, intercompany reporting
• Partner with FP&A, tax, legal, HR, and treasury teams to align data and disclosures
• Ensure compliance with policies and procedures in accordance with our SOX 404 requirements
• Perform data integrity validation testing over the Company’s internal financial reporting systems, as necessary
• Assist with the administration of Company incentive programs
• Assist with the research and implementation of new accounting standards, as necessary
• Prepare the quarterly US GAAP Financial Statement Disclosure Checklist
• Maintain and administer the Company’s listing of related parties
• Identify opportunities to improve reporting efficiency, accuracy, and documentation
• Prepare requests quarterly and annually for both internal and external auditors
• Complete special projects, as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level