Assistant Manager, Audit and Financial Reporting

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Job Summary / Purpose: 

The Lead of Audit & Financial Reporting will lead the organization’s audit and financial reporting functions, ensuring that the company’s financial statements are prepared in compliance with all applicable accounting standards, laws, and regulations. This individual will play a key role in managing internal and external audits, overseeing financial reporting processes, and ensuring transparency, accuracy, and timeliness of all financial disclosures. The Head of Audit & Financial Reporting will collaborate closely with leadership to enhance financial controls and mitigate financial risks. 

Qualification:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

Essential Duties and Responsibilities:

Audit Management:

• Create, lead and manage the company’s internal audit program, ensuring that audits are conducted effectively and in line with industry standards.

• Oversee external audit processes, ensuring smooth coordination between the company’s internal teams and external auditors.

• Develop and implement audit strategies, plans, and procedures to assess risk management practices and financial controls.

• Identify audit issues and recommend solutions to improve operational efficiency and mitigate financial risks.

• Maintain an understanding of evolving audit regulations and standards to ensure ongoing compliance.

Financial Reporting:

• Lead the preparation of accurate and timely financial statements in accordance with US GAAP, IFRS, and other relevant standards.

• Ensure the integrity and accuracy of financial data presented to the Board, investors, and regulators.

• Oversee the preparation and filing of financial reports with regulatory bodies (e.g., SEC, IRS).

• Provide guidance and leadership to the financial reporting team in the preparation of financial statements, disclosures, and other reporting materials.

• Preparation of financial presentation slides for board of director review meetings.

Financial Controls & Risk Management:

• Establish and monitor internal controls over financial reporting to ensure the accuracy and reliability of financial information.

• Conduct periodic risk assessments, recommend improvements to processes and controls, and mitigate potential financial risks.

• Work with the Risk Management and Compliance teams to align financial reporting processes with broader organizational risk management strategies.

Stakeholder Communication:

• Serve as the key liaison between the finance team, internal and external auditors, regulators, and senior leadership.

• Communicate key audit and financial reporting issues to the Board and senior management, providing recommendations for improvement.

• Ensure that all financial reporting meets the company’s corporate governance and regulatory obligations.

Continuous Improvement:

• Lead efforts to identify opportunities for automation and process improvement within audit and financial reporting functions.

• Stay updated with changes in financial regulations, accounting standards, and auditing techniques, incorporating these into the company’s practices as needed.

Required Skills, Education and Certifications:  

• Bachelor’s degree in Accounting, Finance, or related field

• CPA, CIA, or equivalent certification required

• Master’s degree in Accounting, Finance, or Business Administration preferred.

• Minimum of 10 years of experience in a finance function with demonstrable history of career progression

• Strong knowledge of accounting principles, financial analysis, and financial reporting

• Experience with internal and external audits, regulatory compliance, and risk management frameworks

• Proven track record of working with external auditors, executive teams, and Board members

• Excellent communication skills, with the ability to communicate complex financial information to non-financial stakeholders

• Strong analytical skills and attention to detail

• Excellent written and verbal communication skills

• In-depth knowledge of financial reporting, accounting software, and audit tools

• Ability to manage multiple priorities in a fast-paced environment

• High level of integrity and professional ethics

• Strong leadership, project management, and problem-solving abilities

Physical Requirements:  

• Ability to lift and carry up to 10-15 pounds

• Ability to sit, stand and walk for prolonged periods of time throughout the work day 

• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc. 

The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job.  Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.  The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance
   

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

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