SEC Reporting Specialist

2 months ago

San Francisco, California, United States Diligente Technologies Full time

Position: Financial Reporting Analyst/SEC Reporting Analyst

Company: Diligente Technologies

Contract Type: Temporary (3+ Months)

Required Qualifications:

  • A bachelor's degree in accounting, finance, or a related discipline is essential. Advanced qualifications such as CPA, MBA, or a post-baccalaureate degree/certificate are highly preferred.
  • At least two years of relevant experience in accounting or auditing within a financial institution or accounting firm is strongly preferred.
  • In-depth understanding of SEC reporting standards and experience in researching disclosure requirements is crucial.
  • Proficient in preparing or reviewing SEC Forms 8-K, 10-Q, and 10-K, ensuring compliance with required disclosures, managing feedback from various stakeholders, and meeting stringent deadlines, including experience with XBRL.
  • Ability to investigate, analyze, and resolve issues related to financial reporting.
  • Familiarity with automated accounting systems from data entry to financial report generation.
  • Proficient in using PC-based software applications, particularly Microsoft Office tools.
  • Experience with Workday financial systems is a plus.
  • Strong ability to prioritize tasks independently to meet deadlines in a self-directed work environment.
  • Capable of efficiently organizing, analyzing, and reporting large datasets of financial information.
  • Exceptional verbal and written communication skills, along with strong analytical and problem-solving capabilities.

Preferred Criteria:

  • Certified Public Accountant (CPA) designation.
  • A minimum of two years of experience with a financial institution or in an audit firm role supporting financial institutions.
  • 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 desirable.

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