Director of SEC Reporting overseeing external financial reporting at Zūm, a mission-driven, technology-focused startup transforming school transportation.
Responsibilities
Subject matter expert on US GAAP and SEC regulations for the preparation and filing of SEC reports and demonstrate a clear understanding of related authoritative literature governing financial reporting for public companies
Prepare technical accounting memos and analysis as needed
Lead the coordination and preparation of quarterly and year-end external financial reports, including quarterly earnings releases, 10-Qs and 10-Ks and related press releases and earnings release scripts
Prepare and/or review accounting entries and memos such as stock-based compensation, warrants, EPS, equity roll forward, cash flow statement
Lead technical accounting research and policy development for complex transactions (e.g., non-standard equity transactions, revenue recognition, leases, debt financing, consolidations, business combinations) and ensure documentation is complete and audit-ready
Assume ownership of SOX controls in External Reporting
Assist Investor Relations team as needed with investor engagement activities, including preparation of investor materials on financial performance
Provide technical accounting training to finance and accounting teams, ensuring a strong understanding of accounting principles and compliance requirements
Elevate, lead, and inspire an impactful team with a commitment to continuous learning and improvement, using a collaborative management style with a willingness to dig into details to support our objectives in a hyper-growth public company environment
Drive collaborative and proactive relationships with key stakeholders, including key constituents throughout the Company including but not limited to the external and internal auditors, Legal & Compliance, IT, HR, FP&A, Supply Chain, and Engineering departments
Requirements
10+ years of progressive technical accounting and reporting experience, including at least 4+ years of SEC Reporting Experience
Strong background in SEC reporting, including authorship of public company filings (10-Ks, 10-Qs, 8-Ks) and registration statements (S-1)
Pre-IPO/private company experience is essential, with demonstrated success in building scalable reporting and compliance processes
Managed SEC and technical accounting matters in past roles, partnering with internal teams and third party experts
Understanding of best practices and is capable of incorporating these solutions to build out first class processes
Ability to develop and mentor a team to work collectively towards objectives and timely meet deadlines
Experience with Wdesk(Workiva) SEC filing software and Inteligize for accounting research
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