Financial Reporting and Revenue Manager

Role Summary

Financial Reporting and Revenue Manager

Responsibilities

• Own the preparation and timely filing of SEC reports, including Forms 10-K, 10-Q and 8-K, ensuring compliance with U.S. GAAP and SEC regulations.
• Lead the drafting and review of financial statements, footnotes, and MD&A disclosures with a strong focus on accuracy, consistency, and technical precision.
• Oversee revenue recognition processes, including contract review, identification of performance obligations, variable consideration analysis, and appropriate revenue treatment under ASC 606.
• Prepare and review technical accounting memos related to revenue recognition and other complex accounting matters.
• Partner with Operations and Sales to streamline revenue-related processes, improve contract flow, and enhance automation and internal controls.
• Perform and review monthly close and reporting activities, including the calculation and analysis of earnings per share (EPS) and review of revenue journal entries.
• Coordinate the preparation of supporting workpapers for quarterly and annual SEC filings by collaborating with cross-functional teams to gather and validate information required for disclosures.
• Liaison with external auditors, as needed, to provide required documentation and respond to inquiries related to quarterly reviews, annual audits, and internal controls testing.
• Develop and manage the quarterly SEC reporting calendar, including key milestones, deliverables, and team assignments to ensure timely execution of all reporting activities.
• Partner closely with the Investor Relations team to support the preparation and review of quarterly earnings materials, ensuring alignment with SEC disclosures and corporate messaging.
• Support the preparation of annual statutory financial statements by coordinating with external consultants and internal teams to compile required schedules and supporting documentation.
• Monitor and assess the impact of new accounting standards and SEC rule changes, develop implementation plans and coordinate with business units to ensure timely adoption and compliance.
• Support SOX compliance efforts, including maintaining and enhancing documentation for policies, procedures, and internal controls related to external financial reporting.
• Drive process improvement initiatives to enhance reporting accuracy, efficiency, and automation within the financial reporting function.
• Maintain and continuously update the related accounting policies to reflect current standards and best practices.
• Coach and mentor team members on SEC reporting requirements, revenue accounting principles, disclosure best practices, and the effective use of reporting tools and systems.
• Prepare ad hoc financial analyses and reports as needed to support management decision-making and special projects.

Qualifications

• 6+ years of experience in financial reporting, auditing, and/or accounting
• CPA required
• Experience with ASC 606 revenue recognition
• Public accounting experience required
• Ability to communicate effectively with all levels within the organization
• Ability to read and interpret Generally Accepted Accounting Principles
• Ability to identify and resolve technical, operational, and organizational problems
• Ability to prepare written memorandums summarizing accounting research
• Able to work in a fast-paced, constantly changing environment while managing multiple priorities and meet critical deadlines
• Proficiency with Microsoft Office Suite required
• Experience with Workiva required
• Highly detail oriented and organized
• Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies

Education

• CPA required