Financial Reporting Manager Job at Tandym Group

Tandym Group Mill Valley, CA 94941

$130,000 - $160,000 a year

A financial services company in California is actively seeking a dedicated and hardworking professional to join their staff as their new Financial Reporting Manager. In this role, the Financial Reporting Manager will be responsible for the preparation of SEC filings, including the 10-Qs, 10-K, earnings release and supplemental, subsidiary financial statements for regulatory compliance purposes.

Responsibilities

The Financial Reporting Manager will:

  • Assist in preparation and review of the Quarterly and Annual Reports on Form 10-Q/K, the quarterly earnings release, and other SEC documents
  • Help to ensure all financial statements comply with GAAP and SEC requirements and maintain supporting documentation for all financial statements and related footnotes
  • Assist in the coordination of annual audits and quarterly review activities of external auditors
  • Manage internal reporting calendar and communications with stakeholders to ensure deadline adherence for the following processes
  • Help to monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation, and prepare technical memorandums
  • Assist CFO and CAO in preparation of Board and investor relations materials
  • Support month-end and quarter-end financial statement closing and preparation of management reports
  • Assist in monthly accounting close by supporting review of equity compensation, payroll, and other corporate-related journal entries
  • Assist in the implementation and maintenance of reporting procedures to comply with internal control requirements
  • Assist in finance transformation initiative, including implementation of new ERP, integration of treasury management and Blackline systems, and streamlining and automation of data flows through to Workiva reporting system

Qualifications

  • Bachelor's degree or higher in Accounting or Finance
  • 5+ years of experience with a national accounting firm or a combination of public/private with exposure to SEC and financial reporting
  • Experience in financial services industry
  • Excellent knowledge of US GAAP and SEC rules and regulations
  • Ability to research and propose company positions on complex accounting issues
  • Strong verbal and written communication skills
  • Ability to work independently in a dynamic and fast-paced environment

Desired skills

  • CPA
  • Experience in the financial services industry
  • Experience with Great Plains, Management Reporter, and Workiva/W-desk



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