About the role
structured by ORILead regulatory filing production, gain exposure to diverse business lines, and collaborate with senior leaders across the firm. If you’re analytical and enjoy working in a highly collaborative environment, this role offers meaningful visibility and impact.
What you will do
- Prepare portions of external financial reports and filings, including quarterly and annual reports, earnings materials, and current reports.
- Validate disclosures for compliance with SEC rules and U.S. GAAP requirements.
- Perform accounting research on current and emerging U.S. GAAP standards and summarize implications for reporting.
- Facilitate quarterly disclosure and review meetings with business partners and senior management.
- Support the release of filing packages to the SEC using reporting tools (for example, Workiva).
What they are looking for
- Minimum of 1 year of experience in accounting, financial reporting, audit, or a related role
- Bachelor’s degree in Accounting or Finance, or a Master of Business Administration (MBA) with relevant coursework.
- Working knowledge of U.S. GAAP and financial statement/disclosure concepts.
- Strong accounting research and analytical skills.
- Proficiency with Microsoft Office applications and comfort working across multiple systems.
- Strong verbal, written, and listening skills, including the ability to communicate clearly with varied stakeholders.
- Ability to collaborate effectively in a team environment and engage with senior management.
- Strong organizational and time-management skills, with the ability to manage deadlines and multiple deliverables.
- Ability to work independently, proactively solve problems, and keep partners informed of progress and risks.
Nice to have
- Certified Public Accountant (CPA) or progress toward certification.
- Experience supporting SEC reporting (for example, Forms 10-K, 10-Q, or 8-K) and related disclosure processes.
- Experience with accounting research and technical memo writing.
- Experience using Workiva (Wdesk) or similar SEC reporting platforms.
- Familiarity with XBRL concepts and workflows.
Full posting text
Lead regulatory filing production, gain exposure to diverse business lines, and collaborate with senior leaders across the firm.
If you’re analytical and enjoy working in a highly collaborative environment, this role offers meaningful visibility and impact. You’ll help produce external financial reports that inform investors and regulators. You will partner with finance and business teams across the firm, build strong relationships, and develop deep expertise in financial reporting. This is a great opportunity to strengthen your technical accounting and communication skills while contributing to high-quality public disclosures.
Job summary
As an Analyst in the SEC Reporting team , you will help prepare and file key external financial reports, including quarterly and annual filings and select current reports. You will support disclosure development and validation by partnering with internal stakeholders and applying U.S. GAAP (Generally Accepted Accounting Principles) and SEC requirements. You will perform accounting research and help translate complex topics into clear, accurate disclosures. You will contribute to a strong control environment by supporting documentation and Sarbanes-Oxley (SOX) processes.
Job responsibilities
Prepare portions of external financial reports and filings, including quarterly and annual reports, earnings materials, and current reports.
Validate disclosures for compliance with SEC rules and U.S. GAAP requirements.
Perform accounting research on current and emerging U.S. GAAP standards and summarize implications for reporting.
Review quarterly and annual disclosures, coordinating with partners to understand, corroborate, and support disclosure content.
Facilitate quarterly disclosure and review meetings with business partners and senior management.
Partner with financial controller teams and accounting policy teams to gather inputs and draft reporting content.
Perform variance analysis to support disclosure accuracy and explainability.
Support tagging and submission requirements using eXtensible Business Reporting Language (XBRL).
Assist with maintaining SOX controls, including execution evidence and issue follow-up.
Maintain high-quality documentation to support compliance with the firm’s SOX program and reporting standards.
Support the release of filing packages to the SEC using reporting tools (for example, Workiva).
Required qualifications, capabilities and skills
Minimum of 1 year of experience in accounting, financial reporting, audit, or a related role
Bachelor’s degree in Accounting or Finance, or a Master of Business Administration (MBA) with relevant coursework.
Working knowledge of U.S. GAAP and financial statement/disclosure concepts.
Strong accounting research and analytical skills.
Proficiency with Microsoft Office applications and comfort working across multiple systems.
Strong verbal, written, and listening skills, including the ability to communicate clearly with varied stakeholders.
Ability to collaborate effectively in a team environment and engage with senior management.
Strong organizational and time-management skills, with the ability to manage deadlines and multiple deliverables.
Ability to work independently, proactively solve problems, and keep partners informed of progress and risks.
Preferred qualifications, capabilities and skills (no more than seven bullet points)
Certified Public Accountant (CPA) or progress toward certification.
Experience supporting SEC reporting (for example, Forms 10-K, 10-Q, or 8-K) and related disclosure processes.
Experience with accounting research and technical memo writing.
Experience using Workiva (Wdesk) or similar SEC reporting platforms.
Familiarity with XBRL concepts and workflows.