Senior External Reporting Analyst

The External Reporting team is responsible for providing clear, complete, accurate, and consistent financial information to meet the requirements of both internal and external stakeholders. The Senior External Reporting Analyst position will support this mission by leveraging a strong technical accounting background and ability to collaborate with various teams across the broader organization. The Senior External Reporting Analyst will be responsible for preparing and presenting financial information in compliance with US Generally Accepted Accounting Principles (US GAAP), regulatory requirements (e.g., SEC Forms 10-Q, 10-K), and company policies, and plays an important role in ensuring complete, accurate and timely external financial reporting.

Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments.

CORE RESPONSIBILITIES AND TASKS

• Assist with preparation of the Company's 10-Q and 10-K filings in accordance with FASB and SEC requirements
  
  
  
  • Prepare and perform analyses of files supporting external filings
  • Utilize Workiva reporting platform for preparation of the 10-Q, 10-K and earnings release documents
    
    
    
    • Prepare various tie-outs to company records (financial statements, footnotes, MD&A, earnings release, Investor Relations presentations, etc.) for completeness and accuracy
    
    
  • Assist with XBRL tagging of financial statements and footnotes
  • Assist with US GAAP disclosure checklist and other checklists as needed
  
  
• Perform month-end and quarter-end close procedures
  
  
  
  • Execute monthly share reconciliation process
  • Assist with stock-based compensation entries and forecast
  • Prepare entries for the Company's defined benefit and savings plans
  • Maintain intangible assets detail file and collaborate with other teams as needed to understand and document movement
  • Coordinate with Treasury to prepare monthly debt rollforward
  • Assist with the monthly equity and cash flow statements
  • Prepare account reconciliations
  
  
• Assist with completion of benefit plan financial statements in accordance with SEC and DOL regulations
  
  
  
  • Assist with preparation of the 11-K filing for the Company's 401(k) plan
  • Review financial statements for the Company's other benefit plans (prepared by external audit firm), including preparation of detailed tie-outs to Company and trustee records for completeness and accuracy
  • Complete tie-outs of the Form 5500 for each plan for completeness and accuracy
  
  
• Support technical accounting initiatives
  
  
  
  • Review new accounting pronouncements as they are issued
  • Assist with implementation of new accounting standards
  • Perform accounting research as needed
  • Assist with technical memos
  
  
• Assist with statutory reporting responsibilities
  
  
  
  • Review of statutory reports, US GAAP to statutory GAAP reconciliations and tie-outs to Company records for completeness and accuracy
  • Coordinate with local teams and liaison with local audit firms as needed
  • Assist with global statutory governance process, including monitoring audit status and compliance with reporting deadlines
  • Support integration of statutory reports into Workiva as needed
  
  
• Contribute to team success through participation in projects and non-routine transactions as needed

POSITION REQUIREMENTS

FORMAL EDUCATION:

Required:

• Bachelor's degree with a major in accounting, finance or economics

Preferred:

• Certified Public Accountant

KNOWLEDGE & EXPERIENCE:

Required 3+ years of experience in:

• Accounting and Reporting Regulation Knowledge - Ability to apply knowledge of rules and regulation to maintain financial records, prepare financial statements, and comply with legal and regulatory requirements, as well as apply the rules and regulations governing financial accounting in accordance with US GAAP to support financial reporting for the industry/division/enterprise.
• Financial Controls - Ability to use understanding of practices and procedures that are in place to ensure the accuracy, reliability, and consistency of financial information and transactions.
• Financial Statement Analysis - Ability to interpret financial data, such as financial statements, performance metrics and other ad hoc data, and identify trends and patterns in financial data, and translate them into meaningful insights.
• Financial Systems & Digital Literacy - Stay current on continually transforming Financial and cross-functional systems/platforms to support the IT projects, gain insights and drive innovative, timely, and prudent recommendations.

Preferred:

• Public accounting experience, particularly Big Four
• SEC reporting experience
• Statutory reporting experience
• Familiar with Oracle financial systems, OneStream and/or Workiva

TECHNICAL/SKILL REQUIREMENTS:

Required:

• Demonstrates project management skills
• Demonstrates time management and organization skills
• Demonstrates advanced proficiency in Microsoft Excel, Word, and PowerPoint
• Detail-oriented
• Ability to professionally handle confidential information
• Ability to think critically and suggest solutions
• Ability to work independently to research issues and recommend and implement solutions
• Enjoys delivering on complex work in a dynamic global operating environment
• Ability to coordinate efforts of others and work well with individuals at a wide range of levels as a dependable and reliable business partner
• Ability to take initiative, complete assignments with minimal supervision and prioritize multiple work responsibilities to achieve objectives
• Demonstrates strong verbal and written communication skills
• Sense of urgency, with ability to change priorities quickly as needed
• Strong desire to learn and continuously improve

Preferred:

• Experience with Oracle financial systems, OneStream and/or Workiva

Travel: 10%