Lead SEC reporting processes for a company preparing for public operations, manage 10-Ks and 10-Qs, ensure compliance with U.S. GAAP, and educate teams on reporting requirements.
Position: Financial Reporting Manager
Location: US (Remote)
Reports to: Director - Accounting & Corporate Controller
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who You Are:
You are an experienced and detail-oriented professional with a deep understanding of public company filing requirements and the skill set to drive process improvements as the company prepares for scale and, potentially, the public markets. You have a strong command of U.S. GAAP and SEC regulations, along with a proven ability to lead the preparation of 10-Ks, 10-Qs, and other filings. You’ve successfully worked through public company readiness or have supported companies transitioning into life as a public company.
You thrive in a fast-paced, evolving environment and are comfortable building reporting infrastructure from the ground up, including establishing reporting calendars, implementing controls, and coordinating cross-functional teams. You’re proactive, highly organised, and an excellent communicator who can translate complex financial information into clear, investor-facing narratives. You’re also passionate about mentoring others, fostering education around public company requirements, and helping build a world-class reporting function that’s audit- and investor-ready.
What You’ll Be Doing:
- Play a key role in public company readiness, including building out reporting processes, and supporting the transition to public company operations.
- Help implement DFNI, Workivaor similar platform to streamline financial reporting processes and ensure consistency, version control, and auditability across all filings.
- Lead the preparation and filing of all SEC reports, including Forms 10-K, 10-Q, 8-K, S-1, and other required disclosures.
- Coordinate and manage the drafting, review, and submission process for SEC filings, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC regulations.
- Respond to SEC comment letters and inquiries in collaboration with internal teams, external auditors, and legal counsel.
- Establish and manage the company’s public company reporting calendar, aligning cross-functional teams to meet key deadlines and filing requirements.
- Partner with legal, finance, investor relations, and accounting teams to gather, validate, and present relevant financial and narrative disclosures.
- Develop and maintain supporting documentation and audit-ready workpapers for all external financial reporting activities
- Leverage AI tools and agents to enhance reporting accuracy, automate routine processes, and surface actionable insights across regulatory and investor-facing deliverables
- Support the development of investor relations materials, including earnings releases, scripts, and presentations
- Implement and continuously improve reporting tools, templates, and processes to support accuracy, timeliness, and scalability.
- Educate internal teams on public company reporting requirements and best practices; provide training and guidance as needed.
- Monitor changes in SEC regulations and accounting standards, and proactively assess and communicate their potential impact on disclosures and processes
- Supporting accounting conclusions and disclosures by researching accounting matters, interpreting accounting guidance for proper treatment, and drafting technical accounting memos.
What You’ll Bring:
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- CPA is required.
- 8+ years of accounting experience, including experience in high-growth and dynamic environments.
- 3+ years of specific experience leading SEC filings, including end-to-end ownership of 10-K, 10-Q, 8-K, and S-1 filings and other regulatory reports.
- Strong knowledge of U.S. GAAP, SEC regulations, and public company disclosure requirements.
- 3 yrs + experience working in or with public companies; experience working with private companies focused on public company readiness is highly preferred.
- Proficiency with DFIN, Workiva or similar SEC reporting platforms.
- Familiarity with AI tools or intelligent agents used to streamline reporting workflows, enhance data quality, or automate documentation.
- Strong understanding of internal controls, audit processes, and documentation standards.
- Excellent communication skills, with the ability to draft and review financial disclosures and investor materials with clarity and precision.
- Strong project management skills; ability to set timelines, coordinate across teams, and meet deadlines in a fast-paced environment.
- A proactive, detail-oriented mindset with the ability to work independently and collaboratively.
- Experience mentoring or educating cross-functional teams on reporting processes, public company standards, and compliance expectations.
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
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Top Skills
Ai Tools
Sec Regulations
U.S. Gaap
Workiva
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