SEC Financial Reporting Director
Atlas Search, New York, NY, United States
A multi-strategy asset management firm with investments across private equity, private credit, and insurance solutions. The company is dedicated to delivering innovative financial solutions while maintaining strict compliance with SEC regulations and financial reporting standards.
Job Summary We are seeking a detail-oriented and experienced professional to join our Finance team, focusing on SEC and financial reporting. This role is essential in preparing, reviewing, and ensuring the accuracy of SEC filings, financial statements, and internal reports. The ideal candidate will have a solid grasp of securities laws, U.S. GAAP, and financial reporting standards, paired with the ability to thrive in a fast-paced and collaborative environment. Candidates with 5 to 10 years of relevant financial reporting experience, especially within capital markets or real estate finance, are encouraged to apply.
Key Responsibilities
Prepare and review SEC filings such as Forms 10-K, 10-Q, 8-K, proxy statements, and other required disclosures, ensuring full compliance with SEC regulations and deadlines.
Compile and analyze financial statements in accordance with U.S. GAAP, including balance sheets, income statements, cash flow statements, and related footnotes.
Conduct research on complex accounting topics to ensure adherence to U.S. GAAP and SEC rules; provide guidance on accounting policies and procedures.
Support the creation of internal financial reports, including monthly and quarterly management reports, board materials, and variance analyses.
Collaborate with cross-functional teams—legal, treasury, investor relations—to ensure accurate and timely financial reporting.
Coordinate with external auditors during quarterly reviews and annual audits by preparing schedules and responding to audit inquiries.
Identify and implement process improvements to enhance the accuracy and efficiency of reporting and compliance activities.
Monitor compliance with securities laws, including Section 16 and Section 13 filings, and maintain internal controls consistent with SOX requirements.
Participate in ad hoc financial analyses and reporting projects to support strategic business initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA progress or certification preferred.
5+ years of experience in financial reporting, SEC reporting, or public accounting, preferably in real estate finance, capital markets, or financial services.
Strong working knowledge of U.S. GAAP and SEC reporting requirements.
Proficiency with financial reporting software and ERP systems (e.g., Workiva, NetSuite, or similar).
Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling.
Excellent analytical skills and meticulous attention to detail.
Strong written and verbal communication skills, with the ability to convey complex financial information clearly to various stakeholders.
Ability to work collaboratively across teams and manage multiple priorities in a dynamic environment.
Familiarity with securities laws, periodic reporting, securities offerings, and insider trading regulations.
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Job Summary We are seeking a detail-oriented and experienced professional to join our Finance team, focusing on SEC and financial reporting. This role is essential in preparing, reviewing, and ensuring the accuracy of SEC filings, financial statements, and internal reports. The ideal candidate will have a solid grasp of securities laws, U.S. GAAP, and financial reporting standards, paired with the ability to thrive in a fast-paced and collaborative environment. Candidates with 5 to 10 years of relevant financial reporting experience, especially within capital markets or real estate finance, are encouraged to apply.
Key Responsibilities
Prepare and review SEC filings such as Forms 10-K, 10-Q, 8-K, proxy statements, and other required disclosures, ensuring full compliance with SEC regulations and deadlines.
Compile and analyze financial statements in accordance with U.S. GAAP, including balance sheets, income statements, cash flow statements, and related footnotes.
Conduct research on complex accounting topics to ensure adherence to U.S. GAAP and SEC rules; provide guidance on accounting policies and procedures.
Support the creation of internal financial reports, including monthly and quarterly management reports, board materials, and variance analyses.
Collaborate with cross-functional teams—legal, treasury, investor relations—to ensure accurate and timely financial reporting.
Coordinate with external auditors during quarterly reviews and annual audits by preparing schedules and responding to audit inquiries.
Identify and implement process improvements to enhance the accuracy and efficiency of reporting and compliance activities.
Monitor compliance with securities laws, including Section 16 and Section 13 filings, and maintain internal controls consistent with SOX requirements.
Participate in ad hoc financial analyses and reporting projects to support strategic business initiatives.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA progress or certification preferred.
5+ years of experience in financial reporting, SEC reporting, or public accounting, preferably in real estate finance, capital markets, or financial services.
Strong working knowledge of U.S. GAAP and SEC reporting requirements.
Proficiency with financial reporting software and ERP systems (e.g., Workiva, NetSuite, or similar).
Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling.
Excellent analytical skills and meticulous attention to detail.
Strong written and verbal communication skills, with the ability to convey complex financial information clearly to various stakeholders.
Ability to work collaboratively across teams and manage multiple priorities in a dynamic environment.
Familiarity with securities laws, periodic reporting, securities offerings, and insider trading regulations.
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