SEC Reporting Consultant
Overview
Support accurate, timely SEC reporting for a publicly traded company through a fully remote, long-term consulting engagement. The SEC Reporting Consultant will provide hands-on expertise throughout recurring annual Form 10-K and quarterly Form 10-Q filing cycles, partnering closely with the Controller to manage document roll-forwards, financial statement tie-outs, disclosure updates, and filing preparation.
This project-based opportunity begins in January 2027 and typically requires approximately two to three weeks of work per quarter , aligned with SEC filing deadlines. The ideal consultant is a detail-oriented public-company reporting professional who can work independently, maintain continuity across reporting periods, and deliver high-quality work within defined timelines.
Key Responsibilities
- Support the preparation of annual Form 10-K and quarterly Form 10-Q filings.
- Roll forward prior-period SEC reporting documents, including financial statements, footnotes, and disclosures.
- Perform detailed financial statement tie-outs and tick-and-tie procedures against supporting schedules and source documentation.
- Generate and review redlines between reporting periods to identify and validate changes.
- Assist with annual and quarterly disclosure updates to ensure consistency, accuracy, and completeness.
- Coordinate with the Controller regarding reporting comments, revisions, and outstanding deliverables.
- Prepare and update filing documents within DFIN reporting software.
- Help manage reporting timelines and ensure filings are completed accurately and on schedule.
- Provide continuity across recurring reporting cycles by maintaining familiarity with historical filings and reporting structures.
Required Skills
- Demonstrated hands-on experience preparing SEC filings for publicly traded companies, including both Form 10-K and Form 10-Q.
- Strong understanding of SEC reporting requirements, financial statement presentation, and disclosure practices.
- Experience independently managing:
- SEC document roll-forwards
- Financial statement tie-outs
- Tick-and-tie procedures
- Disclosure reviews and updates
- Filing preparation
- Ability to review redlines and validate changes between reporting periods.
- Strong attention to detail and commitment to accuracy.
- Ability to work independently and efficiently within defined SEC reporting deadlines.
- Strong collaboration skills when working with Controllers, accounting teams, auditors, and other stakeholders.
- Availability for recurring annual and quarterly reporting engagements.
Nice-to-Have Skills
- Familiarity with DFIN reporting software.
- Prior consulting, contract, or project-based SEC reporting experience.
- Experience supporting additional SEC filings, earnings releases, or related public-company reporting.
- Exposure to revenue disclosure updates.
- CPA designation.
Preferred Education and Experience
- Manager-level experience in SEC reporting, financial reporting, or public-company accounting.
- Extensive practical experience preparing annual and quarterly SEC filings.
- Experience supporting public companies in any industry; industry-specific experience is not required.
- Bachelor’s degree in accounting, finance, or a related field preferred.
- CPA designation preferred but not required.
- Big Four experience is not required; direct, hands-on SEC reporting expertise is the primary consideration.
Other Requirements
- Fully remote position.
- Engagement begins in January 2027.
- Long-term, recurring consulting assignment.
- Approximately two to three weeks of work per quarter, aligned with SEC filing deadlines.
- Availability for the annual Form 10-K cycle and quarterly Form 10-Q cycles.
- Ability to manage deliverables accurately and maintain continuity across recurring reporting periods.
