Senior Manager, SEC Reporting Specialist

17 hours ago

St Petersburg FL USA, United States Raymond James Financial Incorporated Full time
Job Summary

As a Senior Manager, SEC Reporting, you will play a critical role in managing the preparation of SEC filings, conducting complex accounting research, and collaborating with auditors. This position requires a high level of autonomy, extensive knowledge, and exceptional communication skills.


Key Responsibilities

  • Manage the preparation of SEC filings, including 10-Q, 10-K, and 8-K, with a focus on XBRL and management discussion and analysis.
  • Research and evaluate the impact of new accounting and SEC pronouncements, developing and implementing new accounting requirements as needed.
  • Review and ensure consistency of accounting policies with GAAP and SEC requirements, providing guidance and expertise to support preparation of monthly operating releases, 8-K filings, and proxy statements.
  • Supervise SEC Reporting senior associates and staff, providing training and development opportunities to enhance their skills and knowledge.
  • Collaborate with internal and external auditors to review quarterly and annual financial information, providing additional information as needed.
  • Recommend solutions to complex accounting problems, coordinating implementation, maintenance, and enhancement of systems and tools used to support SEC filings and internal reporting.
  • Review SEC filings of entities in our peer group, providing recommendations for changes in our filings based on these reviews.
  • Perform other duties and responsibilities as assigned.

Qualifications

  • Ability to work additional hours during preparation of SEC filings.
  • Implement changes to standard procedures when required by specific situations and circumstances.
  • Work independently, make decisions, and suggest resolutions to complex accounting problems.
  • Communicate effectively with all organizational levels, including senior management.
  • Explain or clarify financial information to all levels of management.
  • Provide training to others.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Supervise, instruct, and develop SEC Reporting senior associates and staff.
  • Provide a high level of customer service.

Requirements

  • Bachelor's Degree (B.A.) in accounting and a minimum of seven (7) years of experience with preparing and analyzing financial information.
  • OR any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

  • Certified Public Accountant (CPA) designation.
  • SIE may be required, provided that an exemption or grandfathering cannot be applied.
  • Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

Travel

Travel is required, approximately 5% of the time.


At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view.


  • Grow professionally and inspire others to do the same.
  • Work with and through others to achieve desired outcomes.
  • Make prompt, pragmatic choices and act with the client in mind.
  • Take ownership and hold themselves and others accountable for delivering results that matter.
  • Contribute to the continuous evolution of the firm.

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