Director, Finance – External Reporting

Role Overview

• Lead the preparation, review and timely filing of SEC submissions, including Forms 10-K. 10-Q, 8-K,11-K, and other required filings.
• Manage the quarterly disclosure committee process, including issue identification and status updates.
• Ensure filings are accurate, complete, and compliant with SEC Regulation S-K, S-X, and U.S. GAAP.
• Oversee the drafting, XBRL tagging, quality checks, and cross-functional coordination for the disclosure material.
• Oversee treatment of reporting errors and control deficiencies.
• Responsible for department deliverables in area of expertise; provide guidance to team members.
• Provide leadership and oversight over Management Discussion & Analysis process, financial statement footnotes, non-GAAP disclosures, and executive summaries.
• Provide leadership to the External Reporting team regarding resource prioritization, allocation of resources, and performance assessment of employees.
• Provide five direct reports with career development insights and build a strong team environment.
• Serve as a point person for ad hoc requests from other departments.
• Direct major change initiatives related to regulatory reporting (SEC), enhancement of reporting tools, and data elements; ensure quality of work and delivery within timelines/budget.
• Serve as SOX process owner; understand processes and controls to ensure accuracy, completeness, and alignment of reporting processes with SOX compliance requirements.
• Strengthen disclosure controls and procedures and internal controls over financial reporting.
• Partner closely, regarding SEC reporting issues, with Investor Relations, senior leadership, and cross-functional teams.
• Develop strong relationships with external auditors and lead the resolution of issues identified by the external auditors during quarterly reviews and annual audits.

Requirements

• Bachelor’s degree in accounting or finance, or equivalent experience
• 12 years of accounting/finance experience including eight years of management experience
• Extensive knowledge of assigned business area (e.g. SEC Reporting and U.S. GAAP)
• Strong leadership and people management skills
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems
• Preferred Qualifications
• CPA/advanced degree
• 10+ years in SEC reporting, U.S. GAAP, and SOX compliance; experience with public company financial reporting in the United States.
• Proficient in U.S. GAAP, WBRL, ERP systems, and reporting tools; strong analytical skills.
• Proven ability to lead teams, drive process improvements, and manage regulatory change.
• Proven ability to manage deadlines in a fast-paced, high-pressure environment.
• Experience working with Workiva and other financial reporting software.

Tech Stack

• ERP

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs