Manager – Financial Reporting

About Goosehead

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary

The Financial Reporting Manager plays an integral role within the accounting organization to deliver timely, accurate, and insightful information to management and investors. Reporting to the Senior Manager, Financial Reporting and Technical Accounting, the Financial Reporting Manager leads the preparation of a variety of external and internal financial statements and reports. This high-impact role offers frequent exposure to upper-level management and collaborates cross-functionally with other accounting, legal, and finance team members to manage preparation activities and meet reporting deadlines.

Principal Duties and Responsibilities 

• Lead the preparation of SEC, regulatory, and compliance reports including forms 10-K/Q, earnings releases, and bank compliance certificates

• Assist with other required filings including Form 8-K, Form 144, Schedule 13G/D, Proxy Statements, and other filings, as applicable

• Create and maintain reporting checklists and calendars and work cross-functionally with other stakeholders to ensure the timeliness of reporting activities

• Prepare supporting schedules and document control procedures over the financial reporting process

• Facilitate communications and requests from internal and external auditors

• Create and maintain files within Workiva that optimize efficient and effective preparation and review

• Prepare filings and exhibits within Workiva and coordinate with external XBRL specialists

• Assist in coordinating income tax activities with external tax specialists

• Develop and maintain channel financial statements and other views as identified by management

• Create and maintain analyses and dashboards to support the monthly financial close and internal reporting cycle, including proactively identifying and delivering key insights to financial performance

• Remain up to date on GAAP and SEC reporting requirements and ensure appropriate financial statement presentation and disclosure for new and developing situations

• Assist in the preparation of journal entries and supporting schedules for complex and developing areas of accounting including leases, equity, share-based compensation, consolidation, income tax, and revenue recognition

Experience and Education

• Bachelor's degree in Accounting or related field, Master’s degree preferred

• CPA

• 4-7+ years of experience in public accounting and/or a public company; Big 4 experience a plus

• Financial statement preparation experience in an SEC reporting environment

• Workiva experience preferred

Required Skills and Abilities

• Strong understanding of U.S. GAAP and SEC reporting requirements

• Advanced Excel experience required

• Strong attention to detail and commitment to the continuous process improvement

• Ability and drive to build strong relationships within and beyond the Executive Leadership team

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs

• 401K Matching Plan

• Employee Stock Purchase Plan

• Paid holidays, vacation, and sick leave

• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness

• Financial Solution Program

Equal Employment Opportunity:

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.