Financial Reporting Manager (SEC Reporting)

Korn Ferry is partnering with our client on their search for a Portfolio Manager.

Company Overview:

• Rapidly growing organization operating across a complex, multi-entity environment with continued expansion across its corporate and operating platform
• The company is investing heavily in its finance and accounting infrastructure to support increasing scale, reporting complexity, and future growth
• The organization provides strong exposure to SEC reporting, technical accounting, consolidations, financial reporting, and corporate finance activities
• The culture is hard-working but down to earth, with a high degree of autonomy and limited micromanagement for individuals who take ownership and consistently deliver results
• This newly created role offers significant visibility within the Corporate Finance organization and strong long-term career growth as the company continues to expand

Role Summary:

• Department: Corporate Finance
• Reports To: Director of SEC Reporting
• Location: Houston, TX – Greenway Plaza/Upper Kirby
• Work Arrangement: Hybrid, Tuesday through Thursday in office and Monday/Friday from home; additional in-office time may be required during SEC filing periods
• Team Scope: Individual contributor role initially, partnering closely with SEC Reporting, Corporate Accounting, auditors, and senior finance leadership
• Primary Focus: Own and support SEC financial reporting activities while applying deep knowledge of U.S. GAAP, financial statements, technical accounting, and reporting requirements within a complex and growing organization

Key Responsibilities:

• Prepare and support SEC filings including Forms 10-K, 10-Q, 8-K, financial statements, footnotes, and related reporting schedules
• Prepare detailed tie-out packages and perform quality-control reviews to ensure accuracy and consistency across SEC filings
• Support monthly, quarterly, and year-end close and multi-entity consolidation reporting
• Analyze complex accounting matters and assist with technical accounting research and implementation
• Evaluate new guidance from the FASB, SEC, and other regulatory bodies and assess the impact on financial statements and disclosures
• Maintain financial reporting policies, supporting schedules, and documentation
• Partner with external auditors during annual audits and interim reviews
• Support SOX and internal control documentation related to financial reporting
• Drive improvements to financial reporting processes, systems, workflows, and reporting timelines
• Support complex accounting areas such as business combinations, stock-based compensation, earnings per share, and impairment as needed

Ideal Candidate Profile:

• Bachelor’s degree in Accounting required
• Active CPA required
• Approximately 5-8 years of progressive accounting and financial reporting experience
• Combination of public accounting and corporate SEC reporting experience required
• Prior industry experience required; candidates coming exclusively from public accounting will not be considered
• Strong preference for someone currently working within an SEC Reporting function who also began their career in public accounting
• Extensive knowledge of SEC reporting requirements, including Forms 10-K, 10-Q, 8-K, and XBRL
• Deep understanding of U.S. GAAP and the financial statements, with the ability to think through complex accounting and reporting issues
• Experience supporting complex technical accounting matters and researching accounting guidance
• Workiva experience preferred, along with strong Excel and ERP/consolidation system experience
• Experience with Large Accelerated Filer requirements is a plus
• Strong critical thinking, communication, and attention to detail
• Proactive self-starter who can operate independently in a deadline-driven environment
• Construction, engineering, or project-based industry experience is a plus
• Target Base Compensation: $130K-$160K with flexibility for an exceptional candidate
• Hybrid Schedule: 3 days in office and 2 days working from home
• Significant exposure to Corporate Finance and SEC Reporting leadership
• Newly created position with meaningful opportunity to help shape the financial reporting function
• Strong long-term career growth as the organization continues to expand

Selling Points

• Newly created role with significant visibility within the Corporate Finance organization
• Strong opportunity for someone with public accounting and SEC reporting experience to take on broader ownership
• Direct reporting relationship to the Director of SEC Reporting
• Deep exposure to SEC filings, technical accounting, consolidations, financial statements, and complex reporting matters
• Opportunity to work within a rapidly growing organization that continues to expand its finance and accounting infrastructure
• Individual contributor role initially with significant potential for increased responsibility and leadership opportunities over time
• Strong career path for a technically strong CPA who wants to continue developing within SEC Reporting and Corporate Finance
• Hybrid schedule with a collaborative, hard-working culture and limited micromanagement

Salary Range & Benefits Overview

$130k-$160k, 10% Bonus, PTO and health benefits package