Candidate 17-25-30-I:
- Director of SEC Reporting
- CPA (Started at the Big 4)
- 20+ years of external reporting experience
- IPO S-1 experience
- 10-K, 10-Q, 10-Q/A, 10-K/A
- S-3, 8-K's, Form 4's and Form 3's
- XBRL tagging
- SOX compliance and reporting
- Technical accounting research
- M&A
- Equity transactions
Candidate 19-25-29-A:
- SEC Senior Accountant
- CPA
- Started at the Big 4
- Masters in Accounting
- Hands-on SEC experience (10-Q, 10-K)
- Incredibly friendly and positive personality
Candidate 17-25-28-N:
- Technical Accounting and SEC
Reporting Manager
- CPA
- 8 years of total experience
- 3 years of public accounting
- 5 years of industry
- Preparation of SEC Reporting
(10-K, 10-Q, 8-K)
- XBRL Tagging
- Pre-IPO SEC reporting preparation
(S-1 and S-1/A filings)
- Technical Accounting Research and
guidance on numerous complex issues
- BS in Accounting
Candidate 21-25-29-K:
- Senior Financial Analyst/SEC Reporting Spec.
- CFA Level 2 candidate
- Extremely technology savvy
- 6 years of total experience:
- 4 years of SEC reporting
- Review and preparation of 10-K, 10-Q, 8-K
- Point of contact for external Big 4 auditors
- Budgeting and forecasting for over 70
branches within the organization
- Variance analysis related to COS, SG&A,
and margins
- Created custom financial models for projects
in excess of $10M
- M&A valuation analysis
- Expert at XBRL and Webfilings
- Software: Lawson, SQL, Workiva, Dynamics,
Onbase, and advanced Excel
- Dual BS in both Accounting and Finance
Candidate 15-25-29-I:
- Head of Financial (SEC) Reporting
- CPA
- 15 years of total experience:
- 5+ years at the Big 4
- Remaining years in progressive
SEC reporting roles, technical
accounting and consolidation roles
- Technical accounting research
and writings
- Final review for all 10-K and 10-Q
filings
- IFRS and US GAAP
- Creative thinker, process improvement
focused
Candidate 19-25-30-G:
- Private Equity Analyst
- Sourced various deals in healthcare, SAAS,
education and industrial companies
- LBO and M&A deals
- Creation of valuation models for bear, base
and bull case valuations
- Expert at due diligence
- Ivy League educated
- BS in Economics
Candidate 18-25-30-E:
- Director of SEC Reporting
- CPA (started at the Big 4)
- 20+ years of eternal reporting
experience
- IPO S-1 experience
- 10-K, 10-Q, 10-Q/A, 10-K/A
- S-3, 8-K's, Form 4's and
Form 3's
- XBRL tagging
- SOX compliance and reporting
- Technical Accounting research
- M&A
- Equity transactions
Candidate 20-25-30-M:
- Director of SEC reporting
- CPA
- 20+ years of experience:
- IPO experience
- 10-K, 10-Q, 8-K, S-4
- SOX 404 certification
- XBRL reporting
- Footnotes
- Masters in Accounting
- BS in Accounting
Candidate 12-25-30-J:
- SEC Reporting Manager
- CPA
- 10-K, 10-Q
- Footnotes
- 13+ yeas of experience
- 8 years of public accounting
- Remaining time in industry,
dedicated to SEC reporting and
Technical Accounting
- Diverse industry and software
experience, advanced Excel skills - Bachelors in Accounting
Candidate 18-25-30-F:
- SEC Reporting/Financial
Reporting Specialist
- CPA
- 5 years of total experience:
- 2 years of public accounting
- 3 years of industry
- BS in Accounting
Candidate 19-25-30-E:
- Director of SEC reporting
- CPA (started at the Big 4)
- 20+ years of external reporting experience
- IPO S-1 experience
- 10-K, 10-Q, 10-Q/A, 10-K/A
- S-3, 8-K's, Form 4's and Form 3's
- XBRL tagging
- SOX compliance and reporting
- Technical Accounting research
- M&A
- Equity transactions
Profiles for SEC Reporting Professionals:
To learn more about any of these professionals, please send us an email here.
Include the candidate code (including the letter at the end of the code), a brief description of the open position, and the compensation range. If you have a formal job description, please include it in the email. We will reach out to the candidate(s) and review the position with them. If they would like to be considered, we will forward their resume.
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