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
