Senior XBRL Financial Consultant
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Job Description
Senior XBRL Financial Consultant advising U.S. public companies on SEC filings and XBRL compliance. Supporting Toppan Merrill’s regulatory disclosure SaaS platform through client consulting and team mentorship.
Responsibilities:
- 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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