SEC Reporting Manager | CPA | 10+ Years | Big 4 Background

• 10+ years of accounting experience, including significant tenure supporting a publicly traded company with responsibility for financial and SEC reporting processes
• Leads preparation and coordination of quarterly and annual SEC filings (e.g., Forms 10-Q and 10-K), ensuring accuracy, completeness, and timely submission under tight reporting deadlines
• Serves as the primary technical accounting resource, researching new accounting standards, interpreting guidance, and advising leadership on implementation and disclosure impacts
• Manages external audit processes related to financial statements and SEC filings, coordinating with auditors and internal stakeholders to support successful audit outcomes
• Oversees complex accounting transactions and related disclosures, including IPO readiness, acquisitions, and financing arrangements
• Responsible for consolidation of numerous entities, supporting accurate financial reporting for a large multi-entity organization
• Develops and maintains accounting policies and procedures aligned with GAAP and SOX compliance, improving consistency and control over financial reporting
• Contributes to board reporting and investor-facing materials, supporting transparency and communication with governance and external stakeholders
• Prior experience in public accounting with a Big 4 firm, supporting audits and SEC reporting for public and private clients and assisting companies through the IPO process
• Certified Public Accountant (CPA) with a Master of Science in Accountancy and a Bachelor’s degree in Accounting

SEC & Technical Accounting Leader | CPA | Big 4 Foundation

• Over 15 years of progressive experience in financial reporting, with deep specialization in SEC compliance, 10-Q and 10-K preparation, and S-1 filings.
• Overseeing reporting for complex corporate actions, including acquisitions, divestitures, and carve-outs.
• Manages responses to SEC comment letters and ensured adherence to evolving SEC regulations at multiple companies.
• Leads the drafting and review of key SEC filings, including earnings releases, MD&A sections, and footnotes
• Collaborates cross-functionally with investor relations, legal, and treasury to ensure alignment on external disclosures and guidance metrics.
• Started career in public accounting at the Big 4, gaining hands-on exposure to acquisition accounting and SEC regulations.
• Certified Public Accountant, with a Bachelor’s in Accounting.

SEC Reporting & Technical Accounting | CPA | Big 4

• Experienced Big 4 CPA with nearly 10 years in public accounting, financial reporting, and SEC compliance across diverse industries
• Manager, Financial Reporting & Technical Accounting, responsible for SEC filings (10-K, 10-Q, 8-K), SOX compliance, technical accounting memos, and audit committee reporting
• Previous roles handling SEC reporting, internal controls, audits, and month-end close processes
• Technical expertise in GAAP, SOX, XBRL reporting, SEC filings, and internal controls, with experience drafting memos for ASC 842 and 606
• Strong audit background, having worked as an external Audit Senior Associate at the Big 4, conducting audits and ensuring GAAP compliance
• Recognized for organizational efficiency, problem-solving, and ability to improve financial processes in fast-paced, high-growth environments
• Certified Public Accountant (CPA) licensed, with a B.S. in Accounting (Cum Laude)

• CPA
• 20+ years of experience, split between public accounting and industry
• Entire career focused on SEC reporting and technical accounting
• 10-K and 10-Q
• SOX compliance
• IPO preparations and filings
• Footnotes
• XBRL tagging
• Deep dive technical accounting work on numerous ASC standards
• Consolidated financial reporting, including foreign subsidiaries
• Bachelor’s in Accounting
• Master’s in Accounting

• CPA
• Started at the Big 4
• 20 years of total experience, split between the Big 4 and industry
• Extensive IPO preparation (S-1, S-3) and IPO filings
• Preparation and review of 10-K and 10-Q
• XBRL tagging
• Technical accounting expertise
• Bachelor’s in Accounting
• Master’s in Accounting

• CPA
• Started at the Big 4
• 10+ years of SEC reporting experience
• Leading preparation of forms 10-K, 10-Q, 8-K
• Footnote disclosures
• SOX control development, testing and documentation
• XBRL tagging
• Created first SEC reports for a company that just went public
• Working with investor relations on all press releases
• Diverse industry experience
• Bachelor’s in Accounting