Financial Reporting Director NYC

Company: Confidential
Location: New York
Posted on: November 18, 2023

Job Description:

Our client specializes in financial reporting, internal controls, valuation services, technical accounting research and strategic transaction and accounting advisory services for companies of various sizes and industries. They are dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. They provide companies with the expertise they need to meet their strategic accounting and reporting demands. Their approach is to select team members with the appropriate experience to ensure that their fit within an organization is seamless.

The Financial Reporting Director position has primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Financial Reporting Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.


CORE RESPONSIBILITIES:

Based in NYC, Director/Senior Manager, industry open [not financial services].
- Candidates must have SEC reporting experience or worked on clients that were SEC filers
- Auditors with FAAS, AAS, or CMAS background highly preferred
- 10+ years' SEC experience highly preferred

Technical

--- Delegate the preparation of the financial statements and technical accounting position papers to the engagement team members for both public and private companies, as well as other required support materials.
--- Independently research and oversee the research by team members of complex accounting topics, to evaluate potential solutions and provide guidance to the team on next steps.
--- Review accounting memos, financial statements, and other client deliverables prepared by engagement team members, ensuring general accounting standards are applied appropriately. Provide detailed review comments to preparer(s).
--- Independently provide conclusions and recommendations on application of complex accounting guidance to clients and external parties, as requested by the client.
--- Independently facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.
--- In depth understanding of engagement requirements and client's business. Responsible for knowledge sharing of client's business to engagement team.
--- Manage client product workload to drive a minimum of $1,500,000 in revenue to the Firm.
--- Initiate a book of business of a minimum of $250,000.
--- Assist in other duties and projects as assigned.


Non-Technical
--- Assist engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress.
--- Take ownership of the engagement while managing upward and downward expectations to ensure deadlines are met and project stays on budget.
--- Lead multiple engagement teams simultaneously to further the Firm's goals and objectives.
--- Timely completion of project schedules ensuring the appropriate amount of resources are dedicated to individual projects. Continuous monitoring of resource allocation to avoid over-scheduling individual team members.
--- Ensure timely completion of periodic invoices of projects. Manage engagement profit margin through client invoice process ensuring expectations are aligned between client and internal team.
--- Accepts responsibility for billable hours and remains productive in times of reduced client workload. Acts as a business owner to maximize productivity, while being critical of hours charged.
--- Manage client expectations of deadlines including being proactive and responsive to their needs in a timely manner.

REQUIRED SKILLS/ABILITIES:
--- Strong working knowledge of the Generally Accepted Accounting Principles.
--- Thrives in an environment of changing priorities.
--- Ability to work towards enhancing technical and project management skills through on the job feedback and performance evaluations.
--- Interpersonal skills to interact in a team environment and foster client relationships.
--- Above average written and verbal communication skills.
--- Be a thought leader both internally and externally facing for the organization by presenting on complex accounting topics during internal trainings and external panels.
--- Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.
--- Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become and expert.
--- Proficient in Microsoft Office Suite with an emphasis on Excel skills.

EDUCATION AND EXPERIENCE:
--- Bachelor's degree in Accounting or equivalent required.
--- Active CPA
--- 12+ years of relative accounting experience; public accounting or professional services experience highly preferred.

PHYSICAL REQUIREMENTS:
--- Prolonged periods sitting at a desk and working on a computer.
--- Must be able to lift items up to 30 pounds at times.
--- Must be able to travel up to 25%.

This position is an exempt position as it relates to the fair labor standards Act. Our client provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Keywords: Confidential, New York , Financial Reporting Director NYC, Advertising , New York, New York