SEC Reporting Consultant

Overview

The SEC Reporting Consultant role involves applying accounting expertise to support clients on a project basis. Responsibilities include customer project management, XBRL data modeling, mapping, tagging, and reviewing XBRL projects to ensure compliance with quality and customer satisfaction standards. Comprehensive training on XBRL principles and platform proficiency will be provided.

Responsibilities

• Model XBRL mapping using applicable taxonomies, selecting appropriate line item concepts, axes, and members
• Interpret taxonomy guidance to ensure accurate tag selection and proper extension usage
• Tag values in financial statements, notes, schedules, and other required disclosures
• Determine whether values represent point-in-time or period-of-time amounts and identify debit or credit monetary values
• Apply expertise in financial reporting areas including stock-based compensation, fair value, derivatives, pensions, income taxes, inventory, investments, property, plant and equipment, comprehensive income, leases, revenue recognition, and current accounting standards
• Maintain up-to-date knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and accounting standards
• Map financial statements, notes, and schedules to appropriate XBRL taxonomies (GAAP, IFRS)
• Review accounting policies and disclosures to identify related accounting standards concepts
• Understand industry-specific accounting disclosures relevant to clients
• Stay current with industry trends, accounting standards updates, and regulatory requirements
• Collaborate with internal teams such as Product Development, Sales, Marketing, and Learning & Development to enhance training and standardize processes

Requirements

Minimum Qualifications

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

Preferred Qualifications

• CPA or CIA certification
• Proven ability to deliver projects on time, within budget, and to high-quality standards
• Experience working collaboratively in team environments
• Strong knowledge of SEC and SEDAR reporting requirements
• Solid understanding of U.S. GAAP or other relevant accounting standards
• Ability to interpret taxonomy structures
• Self-motivated with strong initiative and follow-through
• Ability to manage multiple, overlapping customer requirements and plan filing dates
• Willingness to travel up to 10% for team and corporate meetings

Travel and Working Conditions

• Minimal travel primarily for internal meetings
• Reliable internet access required for remote work

Compensation and Benefits

• Salary range in the US: $68,000 to $108,000
• Discretionary annual bonus
• Restricted Stock Units granted at hire
• 401(k) match and comprehensive employee benefits package

Salary offers will consider skills, qualifications, experience, and other relevant factors.

Location

This position supports flexible work arrangements, allowing employees to work from an office or remotely within their country of employment.