External Reporting Job Description
External Reporting Duties & Responsibilities
To write an effective external reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included external reporting job description templates that you can modify and use.
Sample responsibilities for this position include:
External Reporting Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for External Reporting
List any licenses or certifications required by the position: CPA, CIB, EV, CPE, CEO/CFO, PHEV, HQ, PMP, CMA, SEC
Education for External Reporting
Typically a job would require a certain level of education.
Employers hiring for the external reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Education, Business, Management, Performance, Guidance, Technical, Spectrum, Sound
Skills for External Reporting
Desired skills for external reporting include:
Desired experience for external reporting includes:
External Reporting Examples
External Reporting Job Description
- Providing technical accounting GAAP guidance and support to all company entities
- Ensuring that company financial records, under responsibility, are maintained in compliance with company policies and US GAAP
- Preparation of US GAAP financial statements and footnotes
- Maintaining supporting documentation and workpapers for financial reporting deliverables including completion of GAAP and SEC reporting checklists
- Prepare the basic and diluted weighted-average share count for our earnings per share calculation
- Participate in the creation of all SEC reporting, including Form 10-K, Form 10-Q, Form 8-K and Form 11-K
- Perform technical accounting research and make accounting determinations
- Assist in the generation, preparation and review of various internal and external reporting analyses and packages for Senior Management
- Assist in the monthly consolidation and intercompany reconciliation process
- Ensure compliance with Sarbanes-Oxley financial reporting requirements (including maintenance of polices and procedures)
- Four or more years of progressive experience in both public and industry accounting preferred, of which 3 or more years must be in public accounting at a national or large regional firm
- Experience in accounting for or auditing of stock-based compensation
- Qualified Accountant (18 months PQE) with strong academic ability
- Prior experience in both pharmaceuticals and SEC
- Deep understanding of cash flows
- MS Office, including advanced kills in Excel
External Reporting Job Description
- Manage accounting staff with the ability to not only delegate but dig into the detail
- Technical accounting including impairments, revenue recognition, and purchasing for instance
- Assist with 10-Q and 10-K filings and other SEC filings
- Help external auditors with reviews and annual audit
- Update accounting policy and act as subject matter expert to the business units
- Coordinate receipt of necessary quarterly financial data from various sites, regional and corporate personnel
- Support special projects including acquisition integration, implementation of new accounting requirements, process improvements, and drive to meet public reporting requirements
- Leads SEC reporting process including 10-K and 10-Q filings
- Leads the coordination of the Company’s external audit process
- Leads the Company’s impairment review process
- Flexibility to adapt to dynamic company and work environment
- CPA, CMA, CFM strongly preferred
- Financial services experience and/or public accounting preferred
- Establishing and managing relationships with the LOB with external regulatory agency constituents through ongoing partnership and dialogue
- Retail or manufacturing industry accounting experience a plus
- Ability to establish and maintain effective working relationships with peer group, brand personnel, share service personnel and Senior Management
External Reporting Job Description
- Manages the internal reporting process
- Assists with the integration of merged/acquired companies for accurate and timely consolidation and financial reporting
- Supervise a small team of employees
- Monthly general ledger close process, including invoice review, journal entry preparation
- Overseeing consolidated financial analysis, which includes inter-company accounting, cash management/reconciliation, financial reporting, balance sheet management (including inventory)
- Coordinating and overseeing the activities relative to internal controls documentation and testing and segregation of duties
- Preparing or reviewing internal valuations of acquisitions
- Ensuring that the consolidation software continues to operate, as required
- Coordinating work relating to both internal and external audits in the periodic review of the company financial record
- Ensuring that the accounting department is staffed with qualified financial personnel capable of meeting the objectives and responsibilities, noted above
- Experience in public accounting or in Corporate Reporting at a public company is preferred
- Experience with Hyperion is a plus
- Bachelor’s Degree or higher in Accounting with a minimum of 5 years of related experience, mix of public accounting and industry preferred
- 10+ years of relevant financial reporting experience
- Master’s in Accounting or Finance Preferred
- ERP general ledger experience, PeopleSoft preferred
External Reporting Job Description
- Coordinate and prepare Securities and Exchange Commission (SEC) quarterly and annual reports, including financial statements, footnotes, Management’s Discussion and Analysis, Earnings Releases, Earnings Presentations and Investor Presentations
- Assist with review and updating of accounting policies
- Plays a lead role as the primary preparer of recurring key areas of the company’s global consolidation, including Earnings Per Share, Foreign Currency Translation, Equity Method Investments, and Non-controlling Interests
- Identifies and communicates issues timely
- Assists with the planning, preparation and issuance of quarterly and annual reports (10-Q, 10-K, Annual Report, ) to be filed with the Securities and Exchange Commission (SEC)
- Assists in evaluating compliance with the Company’s accounting policies and internal controls, and implementing improvement where possible
- Prepares reports to senior management of consolidated results and evaluates results of individual business performance and its implications on the Corporation
- Supports regional accountants in their submission of General Ledger ERP financial results into the global consolidation system
- Undertakes special projects as requested by the supervisor
- Manage all SEC periodical and other reports (Form 10-Q, Form 10-K, Form 8-K, ), including drafting MD&A and earnings releases
- Ability to work collaboratively across departmental functions and to multitask
- Experience with Microsoft Navision and/ or jet reports
- Previous SEC Reporting, Consolidations, and Sarbanes Oxley experience
- Knowledge of Financial systems and software
- Professional qualifications (CA, CMA) with about 8-10 years’ experience with major exposure in regulatory reporting
- Sound knowledge of finance concepts and banking applications
External Reporting Job Description
- GAAP financials monthly & quarterly (including public company accruals)
- Review and prepare disclosures, assess technical compliance
- Provide financial information for external reporting including earnings releases, press releases and investor presentations
- Oversight of stock option accounting and reporting
- Coordinate external audit
- Manage review and approval of SEC filings with external auditors, inside and outside legal counsel and disclosure and audit committees
- Supervise the preparation of the quarterly ASC 718 expense calculation and disclosure reporting with stock services and third party vendor
- Prepare and assist with other ad-hoc financial information requests from internal tax department, investor relations and other functions
- Manage the preparation, review and management of all SEC reporting function –10K, 10Q, 8K
- Assist and provide support for the quarterly earnings release process
- Minimum 1-2 years of progressive experience within accounting, audit, and/or finance required
- Manager experience in public accounting
- Highly motivated, results-oriented, client -focused with strong people management skills
- Two –Four years of accounting experience
- Minimum 10 years of related experience with minimum of 3 years of public accounting preferable
- Eight or more years of management experience