SEC Reporting Manager
Job
Robert Half
Remote
Full-Time
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Job Description
Description We are looking for an SEC Reporting Manager to support a Long-term Contract opportunity, and it is 100% remote. This role is ideal for a detail-oriented finance specialist with strong expertise in public-company reporting, advanced financial modeling, and investor-focused analysis. The position will play a key role in developing forward-looking financial materials, shaping reporting assumptions, and delivering clear metrics that support external stakeholders and capital planning. Our client plans to entertain an SEC Regulation A or CF offering and wants assistance in preparation of the 3-to-5-year financial model.
Responsibilities:
- Build and maintain comprehensive multi-year financial models that integrate the balance sheet, income statement, and statement of cash flows.
- Prepare pro forma financial information to support a Regulation A or CF offering and related external reporting needs.
- Develop scenario-based forecasts that reflect baseline performance, growth strategies, and capital allocation considerations.
- Translate operational and financial assumptions into clear, decision-ready analyses for leadership and investors.
- Produce reporting packages and supporting schedules that align with SEC reporting expectations and filing requirements.
- Evaluate revenue trends, margin performance, and other key business drivers to create meaningful investor-ready metrics.
- Partner with internal stakeholders to validate assumptions, refine projections, and improve the quality of financial insights. Requirements
- Demonstrated experience in financial modeling within a public-company or reporting-driven environment.
- Strong command of balance sheets, income statements, and cash flow statements, including how they interact in integrated models.
- Hands-on knowledge of SEC financial reporting and filing practices.
- Experience preparing pro forma financial information for transactions, offerings, or strategic initiatives.
- Ability to build multi-year forecasts that incorporate base-case assumptions, growth plans, and capital deployment strategies.
- Strong analytical skills with the ability to present financial results and key metrics in a clear, investor-oriented format.
- Excellent attention to detail and the ability to manage complex financial data with accuracy.
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