SEC Consultant

SEC Reporting Consultant

Overview

Support accurate, timely SEC reporting for a publicly traded company through a fully remote, long-term consulting engagement. The SEC Reporting Consultant will provide hands-on expertise throughout recurring annual Form 10-K and quarterly Form 10-Q filing cycles, partnering closely with the Controller to manage document roll-forwards, financial statement tie-outs, disclosure updates, and filing preparation.

This project-based opportunity begins in January 2027 and typically requires approximately two to three weeks of work per quarter, aligned with SEC filing deadlines. The ideal consultant is a detail-oriented public-company reporting professional who can work independently, maintain continuity across reporting periods, and deliver high-quality work within defined timelines.

Key Responsibilities

• Support the preparation of annual Form 10-K and quarterly Form 10-Q filings.
• Roll forward prior-period SEC reporting documents, including financial statements, footnotes, and disclosures.
• Perform detailed financial statement tie-outs and tick-and-tie procedures against supporting schedules and source documentation.
• Generate and review redlines between reporting periods to identify and validate changes.
• Assist with annual and quarterly disclosure updates to ensure consistency, accuracy, and completeness.
• Coordinate with the Controller regarding reporting comments, revisions, and outstanding deliverables.
• Prepare and update filing documents within DFIN reporting software.
• Help manage reporting timelines and ensure filings are completed accurately and on schedule.
• Provide continuity across recurring reporting cycles by maintaining familiarity with historical filings and reporting structures.

Required Skills

• Demonstrated hands-on experience preparing SEC filings for publicly traded companies, including both Form 10-K and Form 10-Q.
• Strong understanding of SEC reporting requirements, financial statement presentation, and disclosure practices.
• Experience independently managing:
• SEC document roll-forwards
• Financial statement tie-outs
• Tick-and-tie procedures
• Disclosure reviews and updates
• Filing preparation
• Ability to review redlines and validate changes between reporting periods.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently and efficiently within defined SEC reporting deadlines.
• Strong collaboration skills when working with Controllers, accounting teams, auditors, and other stakeholders.
• Availability for recurring annual and quarterly reporting engagements.

Nice-to-Have Skills

• Familiarity with DFIN reporting software.
• Prior consulting, contract, or project-based SEC reporting experience.
• Experience supporting additional SEC filings, earnings releases, or related public-company reporting.
• Exposure to revenue disclosure updates.
• CPA designation.

Preferred Education and Experience

• Manager-level experience in SEC reporting, financial reporting, or public-company accounting.
• Extensive practical experience preparing annual and quarterly SEC filings.
• Experience supporting public companies in any industry; industry-specific experience is not required.
• Bachelor’s degree in accounting, finance, or a related field preferred.
• CPA designation preferred but not required.
• Big Four experience is not required; direct, hands-on SEC reporting expertise is the primary consideration.

Other Requirements

• Fully remote position.
• Engagement begins in January 2027.
• Long-term, recurring consulting assignment.
• Approximately two to three weeks of work per quarter, aligned with SEC filing deadlines.
• Availability for the annual Form 10-K cycle and quarterly Form 10-Q cycles.
• Ability to manage deliverables accurately and maintain continuity across recurring reporting periods.