SEC Reporting Specialist

2 weeks ago


San Francisco, California, United States Diligente Technologies Full time

Position: Financial Reporting Analyst/SEC Reporting Analyst

Company: Diligente Technologies

Contract Type: Temporary Engagement

Required Qualifications:

  • A Bachelor's degree in Accounting, Finance, or a related discipline is essential. Professional certifications such as CPA or MBA are highly regarded.
  • At least two years of relevant experience in accounting or auditing, preferably within a financial services organization.
  • In-depth understanding of SEC reporting standards and adeptness in researching disclosure obligations.
  • Experience in drafting or reviewing SEC filings including Forms 8-K, 10-Q, and 10-K, ensuring compliance with disclosure requirements and managing feedback from various stakeholders while meeting tight deadlines.
  • Capability to investigate, analyze, and address issues related to financial reporting.
  • Familiarity with automated accounting systems, from data entry to financial report generation.
  • Proficient in using PC-based software, particularly Microsoft Office applications.
  • Experience with Workday financial systems is a plus.
  • Ability to manage workload independently, ensuring timely completion of tasks in a self-directed environment.
  • Skilled in collecting, organizing, analyzing, and reporting extensive financial data efficiently.
  • Strong verbal and written communication skills, coupled with excellent analytical and problem-solving abilities.

Additional Criteria:

  • Certified Public Accountant (CPA) designation.
  • A minimum of two years' experience in a financial institution or an audit firm supporting financial entities.
  • Intermediate to advanced skills in Microsoft Excel, including functions such as sumif and index/match.
  • Experience with XBRL for SEC filings.
  • Familiarity with Workiva software.
  • Experience with Workday Financials is highly preferred.


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