Technical Accounting and Financial Reporting Manager ›
Filevine
Accounting & Finance, IT
Salt Lake City, UT, USA
Posted on Aug 29, 2025
What You Will Own
- Technical Accounting & Policy
- Lead technical accounting research and document conclusions through clear, concise memos.
- Evaluate the accounting implications of new products, business combinations, debt/equity issuances, and other non-recurring transactions.
- Serve as a subject matter expert for U.S. GAAP topics including ASC 606, ASC 718, ASC 820, ASC 326, ASC 340, ASC 805, and ASC 810.
- Review contracts and proposed transactions in real-time in collaboration with Legal and business stakeholders to assess accounting impact.
- Assess and implement the impact of new accounting standards and regulatory updates.
- Maintain and update accounting policies and provide training to the broader organization on policy changes and technical topics.
- IPO Readiness & External Reporting
- Prepare financial statements and disclosures in accordance with U.S. GAAP.
- Drive readiness for SEC reporting, including drafting and reviewing S-1 registration statement sections (financial statements, MD&A, footnotes).
- Establish scalable processes and documentation to support SEC filing requirements once public.
- Partner with external auditors and advisors to prepare for the IPO process.
- Build and manage a reporting calendar to align internal and external contributors with key deliverables and deadlines.
- Monitor emerging SEC regulatory changes and disclosure best practices to ensure the company is IPO-ready.
- Internal Controls & Pre-SOX Compliance
- Support implementation and enhancement of internal controls over financial reporting in anticipation of SOX 404 compliance after an IPO.
- Participate in walkthroughs and control design discussions to prepare the company for public-company compliance.
- Provide timely support during annual audits.
- Cross-Functional Collaboration
- Develop strong working relationships across Legal, FP&A, Product, Tax, and business units to enable timely and accurate reporting.
- Serve as a reporting and technical accounting liaison for internal business partners and help bridge accounting guidance with operational execution.
- Process Improvement & Strategic Projects
- Identify and implement process enhancements related to reporting, controls, and data gathering.
- Support strategic projects, including new system implementations, M&A activity, or process automation.
- Promote continuous learning and best practices within the technical accounting and reporting function.
What You Will Need To Accomplish the Job
- Bachelor’s degree in Accounting or Finance; CPA required
- 6+ years of progressive accounting experience, including public accounting (Big 4 preferred) and corporate accounting/reporting
- In-depth knowledge of U.S. GAAP and internal controls; exposure to SEC reporting requirements a plus
- Strong technical accounting expertise with proven experience drafting memos and evaluating complex transactions
- Demonstrated experience preparing and reviewing financial statements and disclosures
- Excellent project management, organization, and communication skills
- Ability to work independently and collaboratively in a deadline-driven environment
What Will Make Us Love You
- Experience in a high-growth, pre-IPO or newly public company
- Familiarity with S-1 preparation and IPO process
- Exposure to financial reporting in the SaaS industry