Position Summary: The Financial Reporting Manager reports to the Chief Accounting Officer and is responsible for leading the Company's financial consolidation and external reporting processes while delivering timely, accurate financial information that supports executive decision-making. This role oversees enterprise-wide financial reporting, technical accounting, operational reporting, and KPI/dashboard development across a multi-entity organization.
As a key business partner, the Financial Reporting Manager collaborates closely with Accounting, Treasury, Operations, and M&A teams to ensure financial reporting is accurate, compliant with U.S. GAAP, and aligned with the organization's strategic objectives.
Supervisory Responsibilities:
- Collaborate with Accounting, Treasury, FP&A, Operations, and M&A teams to improve reporting processes and financial transparency.
- Build trusted relationships with business leaders by providing timely, accurate, and insightful financial information.
- Lead or participate in special projects, process improvement initiatives, and other duties as assigned.
Essential Tasks:
Financial Reporting & Consolidation:
- Lead the monthly consolidation process for multiple legal entities, including intercompany eliminations, noncontrolling interests, and consolidation entries.
- Prepare and distribute monthly consolidated financial statements and management reporting packages.
- Review financial results for newly acquired or partner offices, providing variance analysis and operational commentary.
- Create, maintain, and enhance financial reports within Sage Intacct.
- Perform detailed reviews of consolidation and post-close journal entries to ensure completeness and accuracy.
- Partner with the General Ledger Accounting Manager to ensure timely month-end close and reporting deliverables.
- Support the annual financial statement audit by coordinating financial reporting schedules and responding to auditor requests.
Financial Analysis & Business Reporting:
- Lead monthly and quarterly variance analysis, explaining results against budget, forecast, and prior periods with actionable business insights.
- Design, develop, and continuously improve executive dashboards and KPI reporting to support operational performance.
- Partner with Operations leadership to define reporting requirements, establish meaningful metrics, and improve business visibility.
- Present financial results and performance trends to senior leadership and operational stakeholders.
Technical Accounting & Compliance:
- Manage accounting and reporting for acquisitions, divestitures, entity restructurings, and other complex transactions.
- Coordinate preparation of quarterly debt covenant compliance reporting and lender certificates.
- Serve as the accounting lead for the implementation and adoption of new accounting standards, including ASC 606, ASC 842, and future U.S. GAAP updates.
- Develop, maintain, and enhance accounting policies, procedures, and financial reporting documentation.
- Partner with Treasury on monthly cash flow reporting, debt accounting, interest expense, and related disclosures.
- Assist in maintaining effective internal controls over financial reporting and support SOX compliance initiatives, as applicable.
Required Knowledge, Skills & Abilities
- Strong knowledge of financial consolidations and U.S. GAAP financial reporting in a multi-entity environment.
- Exceptional analytical and problem-solving skills with the ability to translate complex financial data into meaningful business insights.
- Strong written, verbal, and presentation skills, with the ability to communicate effectively with both finance and non-finance audiences.
- Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment.
- Advanced Microsoft Excel skills, including large data sets, PivotTables, Power Query, and financial modeling.
- Experience with cloud-based ERP systems; Sage Intacct experience preferred.
- Experience with business intelligence and data visualization tools (Power BI, Tableau, or similar) preferred.
Core Competencies:
Experience and Education:
- Bachelor's degree in Accounting required.
- 6–10 years of progressive accounting and financial reporting experience.
- 3–6 years of experience with a Big Four public accounting firm strongly preferred.
- Experience preparing consolidated financial statements for a multi-entity organization.
- Strong technical accounting knowledge with demonstrated experience researching and documenting U.S. GAAP accounting conclusions.
- Experience supporting acquisitions, consolidations, and complex accounting transactions preferred.
- Experience with ASC 606, ASC 842, SOX compliance, and internal controls is a plus.
Licensing and Credentials:
- Active CPA license required.
Systems:
- Proficient with Microsoft Office Suite
- Experience with ERP systems such as Sage Intacct, NetSuite, SAP, or Microsoft Dynamics.
Physical Requirements:
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching, and stretching in all directions
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.