SEC Reporting Manager Resume Sample
Work Experience
- Possess thorough knowledge of SEC reporting including ability to oversee SEC quarterly and annual filings, accounting practices and procedures
- Proficient in technical GAAP and financial reporting research and analysis
- Prioritize multiple tasks and activities and meet deadlines while maintaining accuracy and attention to detail
- Flexibility to adapt to changing needs of the department and to various changes in priorities. Ability to gather and analyze data and form relevant conclusions
- Express ideas and opinions to all levels of personnel, including management in various business units, while effectively soliciting cooperation to accomplish tasks and challenge ideas and the status quo
- Well developed ability to read, write, and speak English
- Team player with strong interpersonal skills. Proficiency in Microsoft applications including Excel, Word and PowerPoint
- Assist in the preparation and coordination of Nasdaq’s annual goodwill and long-term asset impairment analysis
- Researches the impact of accounting proposals and pronouncements on the company’s SEC disclosure, financial position and financial statements and coordinates with accounting team the preparation of technical memorandums that document issues in a clear, logical and comprehensive manner
- Coordinates with the accounting team the financial statement preparation and necessary accounting disclosures in the footnotes and management’s discussion and analysis (MD&A)
- Standard office environment in Charles Town, WV
- Occasional travel to subsidiary locations
- Work standard weekday business hours; position also requires the ability to work extended hours as needed to meet deadlines
- Experience to include public accounting and internal controls
- Strong technical GAAP accounting knowledge and ability to research topics effectively
- Advanced software skills in Microsoft Office, Excel, Word, Outlook & PowerPoint
- Good organizational skills and ability to prioritize daily tasks
- Planning the quarterly drafting and review cycle; leading quarterly meetings with senior management from global functions and geographies
- Managing the flow of information and supporting documentation(s) from various parts of the company to ensure accurate and timely reporting
- Collaborating with departments and managers regarding the reporting processes and information required for proper and timely disclosures
- Maintaining an awareness of Company products, services and the related regulatory environment to effectively manage and comply with all regulatory reporting requirements and disclosures
- Developing an in-depth understanding and analysis of significant transactions to assess their impact for SEC disclosure purposes
- Advanced knowledge of GAAP and SEC reporting requirements
- Develop and maintain expert working knowledge and control of eBay’s SEC reporting application tool, WebFilings (Workiva)
- Assist in the Company’s external financial reporting process, including quarterly and annual reporting (Form 10-Q and Form 10-Q), other SEC filings (e.g. Form S-3, Form 8-K) and other financial reporting as required
- Assist in the Company’s Sarbanes-Oxley compliance efforts in connection with the financial reporting process
Education
Professional Skills
- Strong financial & technical accounting skills
- Able to effectively employ both written & interpersonal skills in accomplishing the required tasks
- Exemplary analytical skills, attention to details and excellent problem-solving abilities
- Demonstrated time-management skills in order to meet quarterly reporting deadlines
- Excellent interpersonal skills with a team oriented approach to managing tasks and delivery
- Demonstrate effective organization, communication and team skills. Ability to
- Effective presentation skills and experience presenting financial information and responding to questions from key stakeholders
How to write SEC Reporting Manager Resume
SEC Reporting Manager role is responsible for interpersonal, accounting, reporting, software, financial, microsoft, analytical, powerpoint, compensation, retail.
To write great resume for sec reporting manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For SEC Reporting Manager Resume
The section contact information is important in your sec reporting manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your SEC Reporting Manager Resume
The section work experience is an essential part of your sec reporting manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous sec reporting manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular sec reporting manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative SEC Reporting Manager resume experience can include:
- CPA with demonstrated and proven success in application of US GAAP, financial analysis, consolidations, and SEC financial reporting
- Strong interpersonal skills and ability to work well on teams
- Experience including a combination of public accounting experience and responsibility for managing an SEC reporting function
- Experience in accounting or related fields, including 3 to 5 years supervisory experience
- Four to Six years of demonstrated experience in an accounting position, w/knowledge of SEC reporting requirements and US GAAP
- Five to seven years of relevant experience in the high-tech industry; Big 4 public accounting experience desired
Education on a SEC Reporting Manager Resume
Make sure to make education a priority on your sec reporting manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your sec reporting manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in SEC Reporting Manager Resume
When listing skills on your sec reporting manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical sec reporting manager skills:
- Solid written and verbal communication skills; ability to work cross-functionally and with senior management
- Adapt, effectively prioritize, and execute in a dynamic and fast-paced environment
- Assist preparation of 10-Ks and 10-Qs, financial reporting packages, and financial statement consolidations, including international consolidations
- Strong SEC Reporting experience
- Combine analytical skills with creativity in solving problems
- Effectively leads and communicates development, design and execution of reporting and narratives required for the role
List of Typical Experience For a SEC Reporting Manager Resume
Experience For Interim SEC Reporting Manager Resume
- Prior experience leading a project team
- Strong understanding and application of GAAP and SEC/financial reporting requirements including financial statements and footnotes
- Strong understanding of US GAAP and SEC reporting requirements
- CPA with at least 5 years of experience with a Big 4 accounting firm, with heavy exposure to SEC and financial reporting
- Experience with SEC reporting and intimate knowledge of GAAP reporting
- Experienced in executing due diligence steps to ensure SEC filing integrity
- Responsible for the integrity of the consolidated financial statements and responsible for meeting the Company’s reporting deadlines
- Preparation and administration of policies relating to the financial consolidation and GAAP reporting
- Manage competing priorities in a fast-paced environment,
Experience For SEC Reporting Manager, VP Resume
- Public accounting or multinational public company experience required
- Develop comprehensive analytical review procedures and analyses to validate the accuracy of reported information
- Lead in the performance of goodwill and other impairment testing
- Working knowledge of Workiva reporting software
- Leading in purchase accounting activities for acquisitions
Experience For Financial & SEC Reporting Manager Resume
- Thorough understanding of share-based compensation accounting, general accounting close processes, and SEC reporting/earnings release process
- Take a lead role in creating and implementing an accounting training program
- Assist in developing and maintaining accounting policies; Research and implement new accounting standards as applicable
- Assist in establishing and maintaining formal external reporting policies, procedures, and controls for financial reporting
- Provide technical accounting research and provide accounting memos documenting the company's accounting treatment; and
- Communicate and explain accounting issues and evolving accounting guidance to relevant parties
- Lead the preparation, compilation, and filing of 10-Q and 10-K forms while ensuring compliance with all financial disclosure and XBRL tagging requirements
- Work closely with the Assistant Controller and Chief Accounting Officer in developing and supporting presentations provided to Aetnas Audit Committee
- Ensure that the company’s SOX processes are being followed, keeping SOX documentation up to date for responsible areas
Experience For Finance SEC Reporting Manager Resume
- Monitor and ensure timely identification and compliance with evolving accounting guidance
- Assist in special projects like technical accounting research and benchmarking the review of disclosures made by other public companies
- Licensed professional (CPA), or in the process of completing the licensing requirement
- Identify and resolve SEC reporting and accounting issues
- Interact with accounting and internal reporting staff
- Maintain knowledge of new accounting standards, determine the impact and assist in developing implementation strategies
Experience For SEC Reporting Manager Near Resume
- Lead the quarterly planning, preparation and filing of the Company's required financial reports with the SEC
- Apply expert knowledge of GAAP accounting standards and ability to research technical issues and coordinate accounting consultations with external auditors
- Review collaborative, legal and other financial agreements, and establish the appropriate accounting treatment
- Prepare all financial statements, footnote disclosures, and management’s discussion and analysis (MD&A) and compensation discussion and analysis (CD&A) for SEC filings
- Coordinate and prepare periodic SEC reports, to include 10-Q’s, 10-K’s, 8-K’s, and 11-K’s. Draft new disclosures and maintain appropriate documentation and disclosure checklists for all filings
- Experience: 6+ years of experience with public company external reporting experience
- Excellent collaborative and relationship building experience
Experience For Sec Reporting Manager Cpa Required Compensation Open Resume
- Support the development, implementation, and management of the financial reporting software platform including process validations and improvements
- Manage the development of automated GL level reporting for effective integration within the financial reporting software platform
- Experience and working knowledge of SAP
- Public company industry experience - Manufacturing, Financial Services, or Private Equity/REITs
- Understanding of regulated energy industry
- Provides technical accounting guidance and prepares white papers for all complex accounting matters as needed or as required
Experience For SEC Reporting Manager Resume
- Direct the accurate and timely preparation of external financial reports including footnotes and other required disclosures
- Review and draft both non-financial and financial sections of SEC reports (e.g. management’s discussion, footnotes, financial statements) and Earnings Releases, Audit Committee and Board of Director’s reports
- Monitor changes in the SEC’s XBRL requirements (including additions and updates to the taxonomy) and leads projects to execute the necessary changes to systems and processes
- Serve as the Company’s liaison with external auditors in connection with their periodic reviews and audits of financial statement presentation and disclosure
- Responsible for all aspects of SEC and External reporting including 10-Ks, 10-Qs, 8-Ks, Debt filings, S-4’s etc., footnotes, MD&A and XBRL tagging
- Manage all aspects of our external SEC documents, including the 10K, 10Q, 8K and other ad hoc filings
- Coordinate the review of filings with external auditors, legal counsel, accounting staff and executive management
Experience For Interim SEC Reporting Manager Resume
- Lead implementation efforts and ongoing monitoring of significant new pronouncements, including ongoing communication and education of financial management on pronouncements
- Manage the preparation and support for all areas of our external reporting process, including EPS calculations, Balance Sheet, Income Statement, Statement of Cash Flows, Statement of Stockholders' Equity, and Share-Based Compensation
- Manage public financial reporting requirements of registrant in US (SEC) reports such as 10-Qs10-Ks, 8-K's including XBRL where applicable
- Manage the reporting requirements for the standalone audits of subsidiaries
- Manage communications with external auditors on external financial statements and accounting issues
Experience For SEC Reporting Manager, VP Resume
- Account for share-based compensation arrangements, including valuation of awards and calculation and analysis of monthly expense
- Ensure compliance with accounting control procedures and policies
- High level of familiarity with Forms 10-Q and 10-K (including related SEC rules, regulations, and interpretations) and FASB disclosure requirements
- Maintain collaborative relationships with key internal and external parties, including senior management, auditors, advisors, and consultants
- Update the accounting policy manual as needed
- Review stock-based compensation accounting entries and forecasts
- Knowledgeable of US GAAP accounting
- Directly responsible for delegating and preparation of SEC Filings
Experience For Financial & SEC Reporting Manager Resume
- Maintain SEC calendar to inform parties of necessary deadline adherence for the following processes: financial close, BOD package, press release and 10-Q/K
- Leads projects to execute the necessary changes to systems and processes to ensure accuracy and completeness in financial reporting and footnote disclosures
- Assist with internal audit programs
- Interact with external auditors and provide audit support
- Complete, document and communicate/present ad-hoc projects and analyses
List of Typical Skills For a SEC Reporting Manager Resume
Skills For Interim SEC Reporting Manager Resume
- Experience in accounting, specifically with experience in SEC filings
- Prior managerial experience at a Big 4 firm
- Experience in an SEC reporting role or has a public accounting background from a Big 4 accounting firm and is a Certified Public Accountant
- Assist with management and training of less experienced employees, reviewing workpapers and management of production process
- Excellent understanding SEC Reporting and US GAAP
Skills For SEC Reporting Manager, VP Resume
- Combined public and private accounting experience
- SEC Reporting experience
- Previous experience with Financial Analysis / Reporting, GAAP, General Ledger, and Month-end Close
- Recent SOX reporting and management experience
- XBRL tagging experience and knowledge
- Direct experience with 10-Q and 10-K form filings, preferably in the software technology industry
- Experience with software solutions to manage the preparation, conversion, and transmission of HTML and XBRL filings to the SEC
- Demonstrated depth and breadth in all areas of the business
Skills For Financial & SEC Reporting Manager Resume
- Strong relationships with industry and external resources
- Experience in a fast-paced, unstructured, recently public company highly desirable
- Partnering with the Technical Accounting team to perform accounting and disclosure assessments of related areas
- Assisting with fair value accounting in connection with business combination guidance
- Participate in the research, decision making and implementation of reporting guidance, accounting policy changes and/or new products
- Background in areas of U.S. Generally Accepted Accounting Principles (disclosures and accounting policy) and SEC reporting rules
Skills For Finance SEC Reporting Manager Resume
- Monitor activities of the SEC, FASB, PCAOB, IASB and related entities and provide ongoing support for technical accounting and financial reporting research
- Assist in responding to SEC inquiries and comment letters regarding financial reporting matters
- Monitor, maintain, and document as necessary, internal control procedures surrounding global accounting policies and financial reporting
- Work with the accounting and IT teams to build tools and reports to improve reporting and analysis
- Intimate knowledge of and successful track record of SEC reporting within a public company with a preference of a large reporting firm
- Assist in reviewing Commissions and Lease accounting to ensure that it complies with new GAAP; and develop new key reconciliations
Skills For SEC Reporting Manager Near Resume
- Provide technical accounting research and communicate new accounting policies to company; implement new procedures as need be
- Management and execution of internal controls and governance procedures aiding the Company’s Sarbanes-Oxley requirements related to financial reporting
- Management and execution of accounting for complex technical accounting
- Create and implement internal controls and governance procedures supporting the SOX requirements related to financial reporting
- Responsible for leading the external reporting
- General accounting practices and reporting requirements
- Manage the preparation of financial statements that are in accordance with US GAAP and SEC regulations, including newly issued accounting pronouncements
Skills For Sec Reporting Manager Cpa Required Compensation Open Resume
- Influences NASDAQ’s financial and management accounting policies, procedures and systems
- Manage the development of process improvements which align with external reporting requirements
- Support development, implementation, and management of the financial reporting SOX control environment
- Perform or assist with ad-hoc financial reporting projects as needed
- Prepare and present financial information to Disclosure Committee and continuously improve quality of reporting information and related processes
- Lead in the preparation and review of all SEC financial reports including Form 10-K and 10-Q
- Lead in the preparation of schedules for SEC reporting and the external audit and review of peer schedules
Skills For SEC Reporting Manager Resume
- Provide supporting role for other regulatory disclosures submitted to the Federal Reserve
- Manage and train financial reporting staff of 2
- Oversee special accounting and finance projects as it relates to acquisitions, and new global ventures
- Work closely with external audit team, providing information upon request
- Coordination of the Company’s quarterly earnings release and associated SEC filing
- Responsible for coordinating the external financial statement audit and reviews
- Provide insight into the financial position, operating trends, and cash flows
Skills For Interim SEC Reporting Manager Resume
- Monitor and ensure compliance with accounting guidance
- Work overtime during busy periods (i.e. month, quarter and year-end)
- Participate in the creation and implementation of comprehensive worldwide financial reporting policy documents
- Implement and maintain financial reporting procedures to comply with internal control requirements
- Support month end and year end book closing
- Lead equity and stock based compensation accounting and administration of Company equity programs
Skills For SEC Reporting Manager, VP Resume
- Implements accounting processes and systems for new business development and works to streamline and improve processes
- Assist in verifying the completeness, accuracy, and reasonableness of assumptions utilized in financial models
- Coordinate global collection, review and monitoring of global audit fees and related Audit Committee pre-approval process
- Thorough knowledge of MS-Office Suite (Word, Excel, and PowerPoint)
- Ability and desire to work in a fast-paced environment; solid organizational and time management skills in order to effectively manage multiple projects simultaneously
- Solid technical knowledge of U.S. GAAP, SEC, and Public Company Accounting Oversight Board (PCAOB) guidance
Skills For Financial & SEC Reporting Manager Resume
- Desire and ability to lead, mentor, and develop associates
- Directs the development of complex templates and standards for others to use to produce elements and incorporate them into presentations
- Challenges the organization to identify and implement leading practices around entering, transcribing, recording, storing, and maintaining information in written or electronic form
- Develops standards of excellence for products and services and champions the development of quality assurance programs within the business
- Shapes developmental roles and assignments to balance individual and business unit/function needs. Provides in depth, one-on-one feedback and/or coaching to enable direct reports to achieve performance goals and maximize their potential
List of Typical Responsibilities For a SEC Reporting Manager Resume
Responsibilities For Interim SEC Reporting Manager Resume
- Review the annual impairment testing of goodwill, intangibles and fixed assets
- Lead in the planning and implementing new accounting pronouncements
- Lead in technical accounting research and technical memo writing for internal use as well as for external auditors
- Forward-looking identification of potential issues and disclosure impacts when working with stakeholders
- Prepare and/or review financial reporting packages and supporting schedules provided to the Board of Directors
- Manage the preparation of all SEC filings including Forms 10-K and 10-Q, Registration Statements, Proxy Statements, including XBRL taxonmy
- Review the accounting and reporting for stock based compensation
- Coach and development of staff and ensure training and career development needs are met. Perform quarterly MAP reviews with direct reports
Responsibilities For SEC Reporting Manager, VP Resume
- Work in a fast-growing environment and meet strict deadlines
- Review quarterly Form 10-K and 10-Q filings with the SEC, including financial statements, MD&A and other required disclosures
- Review quarterly press release documents for accuracy and consistency with other financial reporting documents
- Manage the processes, procedures, and controls related to external reporting
- Complete subsidiary statutory audits and financial statements
Responsibilities For Financial & SEC Reporting Manager Resume
- Manage 401K audit and prepare financial statements
- Manager to head the SEC’s group core function (Filings: 10-Qs, 10-Ks, 8-Ks)
- Draft trends/explanations within Management’s Discussion & Analysis
- Assist with the preparation of Caterpillar’s regulatory filings with the SEC, including Form 8-K, 10-Q, 10-K, 11-K, S-8, S-3 and Forms 3 and 4, as well as manage the process and procedures for such filings
- Manage the quarterly earnings per share disclosure requirements
- Manage the internal development of department direct reports
- Perform various analytical reviews and fluctuations analysis
- Manage the preparation and review of the annual Form 10-K and the quarterly Form 10-Q filings with the SEC, including the review of the XBRL tagging and insure internal controls are effective
- An excellent knowledge of US GAAP and SEC rules and regulations
Responsibilities For Finance SEC Reporting Manager Resume
- Coordination and assistance across reporting functions (iFEM and ABS reporting) and support of department projects and initiatives
- Lead in the preparation and review of Earnings Releases and earnings call materials as well as review of external financial communications including news releases and investor presentations
- Lead with the preparation or guidance of non-routine accounting entries such as: purchase price accounting, restructuring charges, capital contributions, pension accounting, bond offerings and buy-backs, derivatives and interest rate swap terminations, equity compensation accounting, derivative accounting and fair value accounting projects
- Experience - public accounting experience required
- Prepare and review SEC filings (Forms 10-Q, 10-K, and 8-K) and XBRL
Responsibilities For SEC Reporting Manager Near Resume
- Review financial information in earnings release materials
- Review financial data to support share-based compensation and EPS disclosures
- Review quarterly and annual requests for internal and external auditors
- Partner with cross-functional teams on key areas of responsibility and assist with special projects, as needed
- Preparation of the Quarterly and Annual reports on Form 10-Q/K and manage the internal and external review for these documents
- Preparation of quarterly earnings release
- Create and maintain SEC calendar to inform parties of necessary deadline adherence for the process
- Preparation of US GAAP and SEC disclosure checklists
- Co-ordinate the preparation of the company’s XBRL filings
Responsibilities For Sec Reporting Manager Cpa Required Compensation Open Resume
- Research technical accounting topics and prepare memos documenting conclusions of accounting treatment. Stay informed of the latest rules, regulations and reporting requirements of SEC and FASB
- Review interpretation and implementation of new accounting pronouncements, revise, review, and update documentation required for accounting policies and project manage the task to oversee the company wide implementation of those policies
- Manage communications with external auditors on external financial statements and accounting issues to ensure auditor agreement with company decisions on accounting disclosures and other issues
- Oversee coordination with Exela’s Corporate Accounting group, FP&A group, and Functional Controllers to ensure financial reporting compliance with new pronouncements or policies
- Review tie-out support prepared by others for financial reporting and SOX compliance
Responsibilities For SEC Reporting Manager Resume
- Motivated by challenging, high-energy environment
- Communicate clearly to the Investor Relations group any comments with respect to periodic announcements and analysis of results
- Oversee documentation of the SOX process. Primarily responsible for leading performance and documentation of internal controls over external financial reporting; implement and maintain reporting procedures to comply with internal control requirements
- Ensure there is global consistency with financial reporting
- Work on other special and ad hoc projects in Corporate Controllership as required
- Eight to ten years of working experiences, with 4 years of SEC reporting experiences with a public company and / or background in ‘Big 4’ accounting firm required
- In-depth knowledge of US GAAP and SEC rules and regulations are necessary
Responsibilities For Interim SEC Reporting Manager Resume
- Proficient in enterprise information systems. Proficient in MS Office applications
- Able to motivate others with respect to work quality and deadlines
- Assist in the execution of various ad-hoc projects
- Monitor and ensure timely identification of, and compliance with, accounting guidance utilizing all available tools. Provide GAAP interpretations and documentation of issues in a clear and comprehensive manner
- Coordinate the quarterly review and annual audit procedures performed by the internal and external auditors
Responsibilities For SEC Reporting Manager, VP Resume
- Support the process to routinely communicate with the Audit Committee or Board of Directors on significant accounting, disclosure or internal control items impacting the Company and its disclosures
- Internal and external financial reporting requirements, as needed
- Preparation, coordination and filing of the quarterly/annual reviews, financial reports and annual audit procedures
- Assist the Investors Relations team to prepare the quarterly earnings release
- Prepare monthly internal financial reports
- Provide GAAP interpretations and documentation of issues
- Comprehensive knowledge of GAAP and SEC regulations
- Adapt well to changes in schedules and work under pressure
- Prepare the Quarterly and Annual Reports on Form 10-Q and 10-K and manage the internal and external review for these documents
Responsibilities For Financial & SEC Reporting Manager Resume
- Coordinate with Legal and Investor Relations on the preparation of Proxy statement and various projects such as quarterly earnings press release process and filing of the related Form 8-K
- Manage the preparation and maintain support for all areas of our external reporting process, including EPS calculations, stock-based compensation, full sets of consolidated financial statements and SEC filing support binders
- Manage the reporting calendar and work collaboratively with various business partners to ensure reporting timelines are met
- Assist with preparation of Board of Director financial packages
- Assist in the management of the transition of accounting processes and ledgers associated with target's financial position, statement of operations, and related cash flows
- Assist with the preparation and / or analysis of monthly financial statements of targets as well as budget vs. actual analysis
- Strong knowledge of GAAP guidelines, SEC reporting requirements and auditor procedures required as well as experience in drafting technical memos and implementation of new GAAP guidance
- Excellent written, verbal and interpersonal communication skills and a professional demeanor required