Senior SEC Reporting Manager

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November 10

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HighLevel

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SaaS • Marketing • B2B

HighLevel is an all-in-one marketing and sales platform designed to help businesses grow and succeed. The platform consolidates various marketing tools into a single solution, providing features such as lead capture through landing pages, surveys, forms, and calendars, as well as tools for nurturing leads via automated messaging across multiple channels including phone, SMS, email, and social media. HighLevel offers customizable solutions like online appointment scheduling, multi-channel follow-up campaigns, and pipeline management. Additionally, businesses can build websites, funnels, and landing pages using the intuitive page builder. HighLevel supports integrating with existing systems via API, and offers a membership platform for community building and course management. The platform is targeted towards marketers and offers white-labeling options for businesses to brand the software as their own. With a community-driven development approach and award-winning support, HighLevel is focused on empowering businesses to streamline their operations and enhance their marketing efficiencies.

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

📋 Description

• Play a key role in public company readiness, including building out reporting processes, and supporting the transition to public company operations. • Help implement DFIN, Workiva or similar platform to streamline financial reporting processes and ensure consistency, version control, and auditability across all filings. • Lead the preparation and filing of all SEC reports, including Forms 10-K, 10-Q, 8-K, S-1, and other required disclosures. • Coordinate and manage the drafting, review, and submission process for SEC filings, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC regulations. • Respond to SEC comment letters and inquiries in collaboration with internal teams, external auditors, and legal counsel. • Establish and manage the company’s public company reporting calendar, aligning cross-functional teams to meet key deadlines and filing requirements. • 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 work papers 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. • Support the development of investor relations materials, including earnings releases, scripts, and presentations. • Implement and continuously improve reporting tools, templates, and processes to support accuracy, timeliness, and scalability. • Educate internal teams on public company reporting requirements and best practices; provide training and guidance as needed. Monitor changes in SEC regulations and accounting standards, and proactively assess and communicate their potential impact on disclosures and processes. • Support accounting conclusions and disclosures by researching accounting matters, interpreting accounting guidance for proper treatment, and drafting technical accounting memos.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or Business Administration. • CPA is required. • 8+ years of accounting experience, including experience in high-growth and dynamic environments. • 3+ years of specific experience leading SEC filings, including end-to-end ownership of 10-K, 10-Q, 8-K, and S-1 filings and other regulatory reports. • Strong knowledge of U.S. GAAP, SEC regulations, and public company disclosure requirements. • 3+ years of 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

• Equal Employment Opportunity Employer • Remote position • Global team culture