SEC Reporting & Technical Accounting Manager

Job Details:

SEC Reporting & Technical Accounting Manager (Wealth Advisory)

Location: St. Petersburg, FL (Hybrid: 2 days on-site required)

Liberty Personnel is working with a dynamic, rapidly growing wealth advisory firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We are seeking a highly skilled and strategic SEC Reporting & Technical Accounting Manager to lead our external reporting process and serve as the firm's primary expert on complex technical accounting matters and GAAP compliance.

Key Responsibilities

The SEC Reporting & Technical Accounting Manager will be responsible for the accuracy, completeness, and timely filing of all external financial reports. Key duties include:

• SEC Reporting: Lead the preparation, review, and filing of all SEC documents, including Forms 10-K, 10-Q, 8-K, and proxy statements. Ensure compliance with Regulation S-X and S-K, and XBRL tagging requirements.
• Technical Accounting Research: Act as the firm's authority on GAAP and SEC reporting rules. Research, analyze, document, and implement accounting treatment for complex, non-routine transactions acquisitions, debt, equity issuances, revenue recognition under ASC 606, and new accounting standards).
• Internal Control (SOX): Partner with internal audit to maintain and document the integrity of the financial reporting environment, including design and testing of controls relevant to the external reporting process.
• Policy & Procedure: Develop, update, and maintain the company's accounting policies and procedures manual to reflect current GAAP and SEC regulations.
• External Audit Liaison: Coordinate closely with external auditors on SEC reporting matters and technical accounting positions, ensuring smooth and timely completion of audits and reviews.
• Collaboration: Work cross-functionally with Legal, Investor Relations, Treasury, and FP&A teams to gather necessary inputs for disclosures and support the accurate presentation of financial information.

Required Qualifications

• Education & Experience: Bachelor's degree in Accounting or Finance.
• Professional Certification: CPA certification is required. A FINRA license/certification Series 27/28) may be considered in lieu of a CPA, depending on specific, relevant experience in SEC reporting for financial services.
• Public Accounting Experience: 5+ years of progressive accounting experience, with at least 3 years of direct experience focused on SEC reporting and technical accounting. Must include significant experience at a Big 4 or large public accounting firm.
• Technical Expertise: Expert-level knowledge of GAAP, SEC rules and regulations, and financial reporting systems Workiva, Hyperion, or similar reporting tools).
• Industry Knowledge: Strong understanding of accounting principles specific to the financial services or wealth advisory industry is highly preferred.

Preferred Skills and Traits

• Experience in a public company that has recently completed an IPO or significant M&A activity.
• Exceptional analytical, organizational, and project management skills.
• Strong verbal and written communication skills, with the ability to effectively translate complex technical concepts into clear disclosures.

Compensation & Work Environment

• Salary Range: The estimated salary for this role is competitive and commensurate with experience, generally falling in the range of $115,000 to $145,000 annually, plus a performance-based bonus.
• Work Arrangement: This is a hybrid position based in St. Petersburg, FL. The employee is required to work on-site a minimum of two days per week.