SEC Reporting & Technical Accounting
- Assist in the preparation of quarterly and annual SEC filings (Forms 10-Q and 10-K), including supporting schedules, disclosures, and coordination of cross-functional inputs to ensure completeness and accuracy
- Perform detailed tie-out procedures of financial statements and footnotes to underlying support
- Support the quarterly and annual external audit and manage deliverables
- Support with researching, analyzing, and documenting technical accounting issues, including adoption of new accounting standards and accounting for complex or non-routine transactions
Internal & Management Reporting
- Prepare and analyze monthly and quarterly financial reporting packages for division and executive management, ensuring accuracy, consistency, and clear articulation of key drivers of performance
- Support the preparation of Board of Directors materials, including financial presentations, trend analyses, and supporting schedules
- Perform detailed variance analysis of actual results compared to budget, forecast, and prior periods.
Tax & Audit Support
- Assist with the preparation and review of the quarterly and annual income tax provision in coordination with external tax advisors, including supporting schedules and data validation
- Support tax compliance processes by gathering, organizing, and analyzing financial information required for federal and state filings
- Support the design, documentation, and execution of internal controls over financial reporting (SOX), including participation in control testing and process improvements
Investor Relations Support
- Assist in the preparation of investor-facing materials, including earnings presentations, supplemental disclosures, and other recurring external communications
- Support the development of earnings call materials and management briefing packages, including financial analyses and key messaging points
- Perform peer benchmarking and industry research to support investor communications and enhance external financial disclosures
Supervision of Others: n/a
Authority/Budget/Decision Making/Discretion and Independent Judgment Ability:
- Exercises independent judgement on accounting treatment for standard and non-recurring entries and transactions
- Exercises independent judgement in preparation of monthly financial reporting schedules
Physical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for extended periods; kneel and bend at the waist; walk up and down stairs; walk on unlevel terrain; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Ability to lift and/or move up to 25 pounds. Specific vision ability required by this job include close vision, distance vision, color vision and peripheral vision.
Location: Plano Corporate Office