SEC Reporting Consultant

Overview

The SEC Reporting Consultant serves as an accounting expert, applying accounting knowledge to customer projects. This role provides project-based customer support, including XBRL data modeling, mapping, tagging, and review of customer XBRL projects in accordance with quality and customer satisfaction standards. Training on XBRL principles and proficiency with the employer’s platform is provided to support successful client XBRL filings.

Responsibilities

• Model XBRL mapping using the applicable taxonomy, including selecting appropriate line item concepts, axis, and members
• Interpret guidance from the applicable taxonomy to confirm the accuracy of tag selection and ensure extensions follow the relative intent of the taxonomy
• Tag values in financial statements and notes, financial statement schedules, and other information requiring tagging with the identified concepts
• Determine whether values are stated at a point in time (Balance Sheet) or over a period of time (P&L), and whether monetary values represent debits or credits
• Maintain knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and accounting
• Map financial statements, notes, and financial statement schedules to the appropriate XBRL taxonomy (GAAP, IFRS)
• Review accounting policies, statements, notes, and schedules to identify the related accounting standards concepts within the appropriate taxonomy
• Understand industry-specific accounting disclosures relevant to customer companies
• Stay current on taxonomy, regulatory, and accounting standards changes and apply updates to client work
• Collaborate with internal teams, including Product Development, Sales, Marketing, and Learning & Development, to advance training and standardize changes

Requirements

Minimum Qualifications

• Bachelor’s degree in a related field
• 2+ years of experience; experience working in a CPA firm or financial reporting environment preferred

Preferred Qualifications

• CPA or CIA certification
• Undergraduate Degree or equivalent combination of education and experience in a related field
• Proven track record of delivering projects on time, on budget, and to a high-quality standard
• Successful experience working cooperatively and collaboratively in a team environment
• Sound knowledge of and competency with SEC and SEDAR reporting requirements
• Strong U.S. GAAP (or other accounting standards where applicable) acumen and understanding of financial reporting
• Ability to understand and interpret taxonomy structure
• Demonstrated capacity for self-motivated initiation, execution, and consistent follow-through
• Ability to handle contingencies, prioritize multiple and potentially overlapping customer requirements, and plan filing dates
• Willingness to travel; less than 10% travel expected for team and corporate meetings

Compensation & Benefits

• Salary range in the US: $68,000.00 - $110,000.00
• Discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package
• The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will consider a range of factors, including skills, qualifications, experience, and other relevant factors.

Location

• Work in the U.S. is required.
• The employer will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.

Travel Requirements and Working Conditions

• Minimal travel for internal meetings
• Reliable internet access for any period of time working remotely and not in an office