SEC Reporting Analyst

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Job Summary:

We are seeking a detail-oriented and highly analytical SEC Reporting Analyst to join our finance team. This role is responsible for preparing and filing financial reports with the U.S. Securities and Exchange Commission (SEC), ensuring compliance with GAAP and SEC regulations. The ideal candidate has strong technical accounting skills, a deep understanding of financial reporting requirements, and the ability to work collaboratively across departments.

Key Responsibilities:

• Prepare and file quarterly and annual reports (Forms 10-Q, 10-K) and other SEC filings (e.g., 8-K, S-3, S-8, DEF 14A) in compliance with SEC and GAAP requirements.
• Support the preparation of earnings releases, investor presentations, and other external financial communications
• Coordinate with internal departments and external auditors to gather data for disclosures and ensure compliance with federal regulations and accounting standards.
• Research and interpret new accounting standards and SEC regulations, assessing their impact on financial reporting.
• Aid in the development and documentation of accounting policies and procedures.
• Participate in SOX compliance activities related to financial reporting.
• Assist with ad hoc financial analysis and special projects as needed.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (required)
• Certified Public Accountant (CPA) license (highly preferred)
• FP&A experience (highly preferred)
• 3 years of SEC experience, preferably with a mix of public accounting and industry experience. (required)
• Strong understanding of US GAAP, SEC reporting requirements, and financial statement preparation.
• Proficiency with financial reporting tools and Microsoft Excel
• Excellent attention to detail, organizational, and analytical skills.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities and meet tight deadlines.

Why Join Us?

At ConsumerDirect, we value and invest in our team members. Here’s what we offer:

• Open Time Off (AKA Unlimited PTO) with our open time off policy, allowing you the flexibility to recharge when you need it.
• 10 Paid Holidays throughout the year.
• Equity in the company, making you an owner and part of our shared success.
• 401(k) retirement plan to help you save for the future.
• Comprehensive medical, dental, and vision plans with PPO and HMO options, covering employees and their dependents.
• $20,000 company-sponsored life insurance and employer-sponsored long-term disability coverage.
• A $1,500 annual stipend for learning and development to support your professional growth.
• Free daily energy drinks, coffee, and snacks.
• Health and wellness benefits, including an LA Fitness membership.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."