Role Description
FSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. Unlike many roles at FSG, this one requires deep technical experience. We're looking for someone who has lived the SEC reporting process, knows DFIN, and is excited to help build an industry-leading service offering up.
Your key responsibilities are to deliver white glove service and honor the FSG Principles while:
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Support the Director in growing and leading FSG's Financial Reporting practice
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Lead the implementation of scalable processes for timely, accurate fund financial statements and SEC filings
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Prepare, review, and coordinate the filing of Forms 10-K, 10-Q, 8-K, and other required SEC filings through DFIN ActiveDisclosure
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Lead and mentor team members committed to quality, accountability, and client service
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Serve as a key resource for SEC reporting requirements, filings, and best practices, accounting requirements and regulatory changes
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Coordinate with clients, auditors, counsel, and internal teams to deliver complete, accurate and timely reporting
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Participate in creating workflows, documentation, controls, and training that scale the practice efficiently
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Identify and implement opportunities to improve reporting processes through automation, technology, and operational efficiencies
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Stay current on FASB / SEC reporting developments and incorporate relevant changes into filings and processes
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Partner with the Director to evolve the SEC Financial Reporting service offering as the business grows
Qualifications
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5 - 7 years of hands-on experience preparing and reviewing fund financial reports for non-public funds and SEC filings for registered investment companies.
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Experience implementing, documenting, and improving processes to enhance quality, consistency, and efficiency
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Strong working knowledge of U.S. GAAP, SEC reporting requirements, and financial statement presentation.
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Ability to lead projects and make sound decisions with appropriate guidance
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A passion for teaching, mentoring, and helping others succeed
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Commitment to understanding, learning, and asking the extra question that leads to better outcomes
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Exceptional written communication skills and an exacting attention to detail
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A collaborative approach that values relationships just as much as technical expertise
Benefits
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Comprehensive benefits
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Base salary commensurate with experience and success: The annual base salary range for this position is $115,000 to $150,000
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Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter
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Primarily a remote work company, but some training may be best delivered in-person leveraging client sites or local coworking locations.
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On-site support may be required from time to time.