Senior XBRL Financial Consultant

🔥 12 hours ago

🌵 Arizona, California, +6 more states – Remote

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💵 $95k - $115k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Toppan Merrill

Toppan Merrill

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Toppan Merrill is a leading provider of financial services solutions focusing on regulatory compliance, content management, and communication services for capital markets, corporate compliance, and health plans. The company offers advanced technology platforms such as Bridge for EDGAR and iXBRL filing, SEC Connect for managing a variety of form types, and SOX Automation for comprehensive SOX compliance management. With over 50 years of experience, Toppan Merrill helps clients streamline financial reporting, create compliant disclosures, and manage investor, shareholder, and member communications efficiently. Their solutions enable businesses to navigate the complexities of IPOs, mergers, acquisitions, and SPAC transactions while remaining compliant with SEC regulations. The company caters to industries affected by SEC regulatory changes, offering tools for both regulatory disclosure and marketing communications.

📋 Description

• Lead the preparation, review, validation, and submission of complex XBRL filings and financial disclosures, including Forms 10-K, 10-Q, and other SEC reporting requirements • Serve as a trusted advisor to clients by providing guidance on SEC regulations, XBRL taxonomy requirements, reporting best practices, and financial disclosure compliance • Manage multiple client engagements, filing deadlines, and project deliverables while maintaining exceptional quality and accuracy standards • Review filings using validation tools, resolve compliance issues, and communicate filing recommendations and findings to clients • Conduct client onboarding, software demonstrations, and training sessions related to XBRL reporting and Toppan Merrill's Bridge platform • Mentor consultants and associates by providing technical guidance, coaching, and support on client engagements and filing activities • Collaborate with Sales, Product, Customer Care, and Consulting teams to address client needs, support business opportunities, and improve client reporting processes • Monitor regulatory developments and industry changes, communicating impacts and recommendations to clients and internal stakeholders

🎯 Requirements

• Bachelor's Degree required, preferably in Accounting, Finance, or a related field • 7-10+ years of external financial reporting experience with SEC reporting companies • Direct experience preparing, reviewing, or supporting SEC filings, including Forms 10-K and 10-Q • Strong knowledge of XBRL reporting, financial statement tagging, taxonomy concepts, and validation processes • Strong understanding of U.S. GAAP and financial reporting requirements • Public accounting experience, particularly within audit or assurance environments, strongly preferred • Demonstrated client-facing consulting experience with excellent communication, presentation, and relationship management skills • Experience with financial reporting solutions such as Bridge, Workiva, ActiveDisclosure, or similar platforms preferred

🏖️ Benefits

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents • 401(k) with company match with full vesting from date of hire • Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays • Paid parental leave • Paid community involvement/volunteer days • Wellness Resources and Employee Assistance Programming

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