Job 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 companyβs 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. Supporting accounting conclusions and disclosures by researching accounting matters, interpreting accounting guidance for proper treatment, and drafting technical accounting memos.
About HighLevel
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth.