Responsibilities
- Prepare and verify financial statements and regulatory filings for public and private clients, including periodic reports such as 10-Q, 10-K, 8-K, proxy statements, and registration documents
- Develop and review recurring financial reporting packages covering monthly, quarterly, and annual periods, including management reports and investor presentations
- Manage coordination of annual audits, quarterly reviews, and other engagements with external auditors and third-party consultants
- Examine reconciliations, supporting documentation, and reporting packages to ensure data accuracy, consistency, and completeness across financial and regulatory outputs
- Orchestrate collection of reporting inputs from various internal and external parties, including finance teams, legal, HR, investor relations, and client personnel
- Draft and evaluate financial statement disclosures in alignment with U.S. GAAP requirements for both public and private organizations
- Conduct research on accounting standards and disclosure rules, advising clients and stakeholders on new pronouncements and complex transactions
- Support private clients during month-end and year-end closing cycles, including financial reporting, reconciliations, and general accounting tasks
- Lead the assembly and standardization of internal and external reporting materials in partnership with clients and cross-functional teams
- Identify and implement improvements in accounting and reporting workflows, emphasizing automation, standardization, and operational efficiency
- Uphold internal controls and ensure adherence to accounting standards, regulatory mandates, and reporting obligations
- Act as a strategic advisor by identifying financial reporting risks and delivering actionable solutions to clients
- Oversee, guide, and develop junior staff through coaching, training, and performance feedback to enhance team capability and individual growth
Work Arrangement
Remote (Worldwide) — United States, global
Other
- Health, Dental, and Vision Insurance with options for fully paid employee-only coverage in health and dental
- Company-provided Life Insurance and Long-Term Disability Insurance
- Ancillary Benefits including supplemental life and short-term disability options
- Classic Safe Harbor 401(k) Plan featuring employer contributions
- Access to professional development resources such as Becker and LinkedIn Learning
- Equal opportunity employer; does not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics
