Financial Reporting Manager
Company: Tandym Group
Location: Mill Valley
Posted on: November 20, 2023
Job Description:
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
Keywords: Tandym Group, San Francisco , Financial Reporting Manager, Executive , Mill Valley, California
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