About the Role
We are seeking a Financial Reporting and Accounting subject matter expert to join our Performance Excellence team. This role is designed for someone who has hands-on experience with corporate financial reporting and SEC disclosure workflows and who can translate that expertise into customer engagement, enablement programs, and product strategy insights.
The ideal candidate has worked as an SEC Reporting Manager, Corporate Accountant, or in a related external reporting role. They will bring credibility with Controllers, CFOs, and corporate reporting teams, while also helping Intelligize refine its solutions and positioning for this critical persona.
Responsibilities
Enablement & Training
Develop and deliver enablement resources for Solutions Consultants, Sales, and Customer Success to confidently engage with corporate reporting personas.
Lead internal training sessions, create reusable tools, and design playbooks to improve field knowledge of SEC/FASB developments and corporate reporting workflows.
Customer Engagement
Participate in high-value customer demos, webinars, and thought leadership sessions, particularly with accounting and financial reporting personas.
Act as a credible voice with corporate users, helping them map Intelligize functionality to their day-to-day compliance and disclosure challenges.
Market & Product Strategy
Translate corporate customer workflows, pain points, and regulatory trends into actionable input for Product Management.
Partner with Product to refine roadmap priorities and ensure solutions are aligned with the needs of SEC reporting and financial statement preparation.
Monitor emerging disclosure trends (SEC, FASB, PCAOB, ESG) and advise on market opportunities for Intelligize.
Cross-Functional Collaboration
Work closely with Sales, SCs, Marketing, and Customer Success to deliver consistent positioning to the market.
Collaborate with Product Development on messaging, functionality prioritization, product builds focused on financial reporting avenues and go-to-market readiness.
Qualifications:
5+ years of experience in financial reporting, external reporting, or SEC compliance (corporate accounting or SEC reporting team experience strongly preferred).
Deep familiarity with SEC filings (10-K, 10-Q, 20-F, 8-K, DEF 14A) and FASB standards.
Strong presentation skills with the ability to engage corporate finance executives and legal professionals.
Excellent analytical and communication skills; able to turn disclosure/regulatory changes into actionable insight.
Experience supporting enablement or training initiatives preferred.
Comfortable bridging technical expertise with customer-facing engagement.
Ability to differentiate between corporate and law firm personas, and tailor approach accordingly.
Collaborative, adaptable, and able to influence cross-functional teams.
Passion for simplifying complex financial reporting requirements into practical, actionable solutions.
Work in a way that works for you
We promote a healthy work/life balance across the organization. We will help you meet your immediate responsibilities and your long-term goals.
Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive
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