Senior External Reporting Manager
Offer summary
Qualifications:
Bachelor's degree in Accounting or Finance and CPA certification., 7+ years of experience in external reporting and technical accounting, preferably with Big Four background., Deep expertise in U.S. GAAP, SEC regulations, and technical accounting principles., Strong communication skills and leadership abilities to collaborate across teams..Key responsibilities:
- Lead the preparation of SEC filings (10-Q, 10-K) ensuring compliance.
- Oversee monthly financial statement preparations and disclosures.
- Collaborate with technical accounting teams to ensure compliance and support audit processes.
- Identify process improvements to enhance reporting efficiency and accuracy.
Job description
We're transforming the grocery industry
At Instacart, we invite the world to share love through food because we believe everyone should have access to the food they love and more time to enjoy it together. Where others see a simple need for grocery delivery, we see exciting complexity and endless opportunity to serve the varied needs of our community. We work to deliver an essential service that customers rely on to get their groceries and household goods, while also offering safe and flexible earnings opportunities to Instacart Personal Shoppers.
Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table.
Instacart is a Flex First team
There’s no one-size fits all approach to how we do our best work. Our employees have the flexibility to choose where they do their best work—whether it’s from home, an office, or your favorite coffee shop—while staying connected and building community through regular in-person events. Learn more about our flexible approach to where we work.
Overview
About the Role
We are seeking a strategic and detail-oriented leader with deep expertise in technical accounting principles and SEC reporting to join our team. The ideal candidate will bring a strong compliance mindset paired with the ability to transform complex financial data into transparent, timely, and accurate communications for external stakeholders. This role is critical in ensuring compliance with U.S. GAAP and SEC regulations while driving continuous process improvements and delivering valuable insights to senior management.
About the Team
This role reports to the Director of External Reporting within the Chief Accounting Officer (CAO) organization. The External Reporting team works closely with Finance, Legal, Investor Relations, and other business units to ensure compliance with accounting standards, SEC regulations, and internal policies. The team also plays a pivotal role in delivering accurate and strategic communications to external stakeholders.
About the Job
SEC and Financial Reporting
- Lead the preparation of all quarterly and annual SEC filings (10-Q, 10-K), ensuring compliance with U.S. GAAP and SEC regulations.
- Oversee the preparation of monthly balance sheets, income statements, and quarterly stockholder’s equity statements.
- Prepare disclosures for all financial reporting with strict adherence to regulatory requirements.
- Maintain the SEC reporting calendar, ensuring optimal coordination across teams to meet deadlines efficiently.
- Support Investor Relations by conducting tie-outs and quality assurance reviews of externally published materials, including preparation and timely filing of earnings release 8-Ks.
Technical Accounting and Compliance
- Collaborate with the Technical Accounting team to ensure full compliance with evolving standards.
- Prepare the accounting/finance portion of the quarterly Disclosure and Audit Committee decks and present findings during Disclosure Committee meetings.
- Support the creation, documentation, and maintenance of SOX controls related to external reporting processes and disclosures.
- Lead in-depth technical accounting research and mentor team members in preparing detailed memorandums on complex accounting issues
- Provide expertise in stock-based compensation accounting including complex equity awards and collaborate closely with equity administration
Team Leadership and Collaboration
- Play a key role in cross-functional collaboration by working with Finance, Legal, Policy, and Investor Relations teams.
- Provide guidance on ad-hoc queries and participate in special accounting and reporting projects or initiatives as assigned by management.
Process Improvement and Strategic Initiatives
- Identify opportunities to simplify, standardize, and streamline reporting and disclosure processes to improve efficiency and accuracy.
- Continuously refine external reporting procedures, ensuring documentation reflects best practices and aligns with internal policies.
- Lead projects to adopt and implement new tools and frameworks that enhance financial reporting effectiveness.
About You
Minimum Requirements
- 7+ years of accounting experience, with a strong background in external reporting and technical accounting. Experience in public accounting (Big Four preferred) is highly valued.
- Bachelor’s degree in Accounting or Finance; CPA certification required.
- Advanced knowledge of U.S. GAAP, SEC regulations, and technical accounting skills, with proven experience conducting research and preparing position papers on complex issues.
- Demonstrated expertise in preparing and reviewing financial statements, disclosures, and SEC filings.
- Exceptional written and verbal communication skills, with a proven ability to influence and collaborate effectively with stakeholders at all levels.
- Strong leadership skills, with a focus on coaching and mentorship across teams.
- Highly detail-oriented, with strong organizational and analytical skills.
Preferred Requirements
- Proficiency with financial reporting software such as Workiva and advanced Excel skills.
- Experience managing reporting schedules and processes across complex, cross-functional teams.
- Proven ability to execute on deliverables in fast-paced, dynamic environments.
Instacart provides highly market-competitive compensation and benefits in each location where our employees work. This role is remote and the base pay range for a successful candidate is dependent on their permanent work location. Please review our Flex First remote work policy here.
Offers may vary based on many factors, such as candidate experience and skills required for the role. Additionally, this role is eligible for a new hire equity grant as well as annual refresh grants. Please read more about our benefits offerings here.
For US based candidates, the base pay ranges for a successful candidate are listed below.
Required profile
Experience
Other Skills
- Microsoft Excel
- Collaboration
- Communication
- Analytical Skills
- Leadership
- Organizational Skills
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