HighLevel

SEC Reporting Manager

HighLevel

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

SeniorLead

About the role

  • Play a key role in public company readiness, including building out reporting processes, and supporting the transition to public company operations.
  • Help implement DFIN, Workivaor similar platform to streamline financial reporting processes and ensure consistency, version control, and auditability across all filings.
  • Help in the preparation and filing of all SEC reports, including Forms 10-K, 10-Q, 8-K, S-1, and other required disclosures.
  • Help with the drafting, review, and submission process for SEC filings, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC regulations.
  • Partner with legal, finance, investor relations, and accounting teams to gather, validate, and present relevant financial and narrative disclosures.
  • Develop and maintain supporting documentation and audit-ready workpapers for all external financial reporting activities.
  • Leverage AI tools and agents to enhance reporting accuracy, automate routine processes, and surface actionable insights across regulatory and investor-facing deliverables.
  • Implement and continuously improve reporting tools, templates, and processes to support accuracy, timeliness, and scalability.
  • Support accounting conclusions and disclosures by researching accounting matters, interpreting accounting guidance for proper treatment, and drafting technical accounting memos.
  • Track and document upcoming accounting guidance that might be relevant to the company.
  • Keep track of possible future disclosures based on changing accounting guidance.

Requirements

  • Bachelor’s degree in Accounting, Finance, or Business Administration.
  • CPA is required.
  • 8 years of progressive accounting experience, including experience in high-growth and dynamic environments.
  • 1+ year of specific experience leading SEC filings.
  • Strong knowledge of U.S. GAAP, SEC regulations, and public company disclosure requirements.
  • 2 yrs + experience working in or with public companies; experience working with private companies focused on public company readiness is highly preferred.
  • Proficiency with DFIN, Workiva or similar SEC reporting platforms.
  • Familiarity with AI tools or intelligent agents used to streamline reporting workflows, enhance data quality, or automate documentation.
  • Strong understanding of internal controls, audit processes, and documentation standards.
  • Excellent communication skills, with the ability to draft and review financial disclosures and investor materials with clarity and precision.
  • Strong project management skills; ability to set timelines, coordinate across teams, and meet deadlines in a fast-paced environment.
  • A proactive, detail-oriented mindset with the ability to work independently and collaboratively.
  • Experience mentoring or educating cross-functional teams on reporting processes, public company standards, and compliance expectations.
Benefits
  • Global and growing community of over 2 million businesses
  • Remote-first environment
  • Culture where innovation thrives

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial reportingSEC filingsU.S. GAAPaccounting guidanceaudit processesdocumentation standardsreporting processesversion controlcomplianceproject management
Soft skills
communicationdetail-orientedproactivecollaborativementoringorganizationalleadershiptimelinesscoordinationclarity
Certifications
CPA