Demo

Financial Reporting OR SEC Reporting Analyst

Diligente Technologies
San Francisco, CA Contractor
POSTED ON 2/10/2025
AVAILABLE BEFORE 5/18/2025

Title: Financial Reporting Analyst/SEC Reporting Analyst

Location: San Francisco, CA

Duration: Contract (3 Months)



Skills/Knowledge:

  • Bachelor’s degree in accounting, Finance, a related field, or equivalent work experience is required. CPA, MBA, and/or Post-baccalaureate degree/certificate is strongly preferred.
  • Minimum two years of applicable accounting and/or auditing experience within an accounting firm or a financial institution strongly preferred.
  • Proficient knowledge of SEC reporting requirements and experience in research of such disclosure requirements.
  • Experienced in the preparation or review of Forms 8-K, 10-Q, and 10-K (e.g., ensuring required disclosures are included as well as processing comments from various contributors and adhering to strict deadlines) and XBRL.
  • Ability to research, analyze, and resolve financial reporting-related issues and problems.
  • Working knowledge of an automated accounting system from data entry through output analysis and financial report generation.
  • Able to proficiently operate PC-based software programs or automated database systems (primarily Microsoft Office applications and tools).
  • Exposure to Workday financials is preferred.
  • Ability to independently prioritize workload to ensure that deadlines and schedules are satisfied and to work accurately and effectively in a self-motivated environment.
  • Ability to gather, organize, analyze, and report large volumes of financial data efficiently and effectively.
  • Excellent presentation and communication skills, both verbal and written, with strong analytical and problem-solving skills.

Criteria:

  • Certified Public Accountant (CPA)
  • 2 years’ minimum experience with a financial institution; or 2 years’ minimum experience in an audit firm role which directly supported financial institutions
  • Intermediate to advance Microsoft Excel skills, e.g., sumif and index/match functions
  • Experience with extensible Business Reporting Language (XBRL) for SEC Forms filings
  • Workiva experience
  • Workday Financials experience, highly desired

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