Job Description:
The EDGAR (Electronic Data Gathering, Analysis, and Retrieval) Specialist is responsible for preparing, formatting, and submitting regulatory filings to the U.S. Securities and Exchange Commission (SEC) via the EDGAR system. This role requires expertise in SEC filing requirements, document conversion, and compliance with EDGAR formatting standards, including XML, XBRL, HTML, ASCII, and Inline XBRL (iXBRL). The EDGAR Specialist ensures timely and accurate submissions by leveraging filing software and validation tools.
Essential functions:
- Prepares and formats SEC filings, including Forms 10-K, 10-Q, 8-K, S-1, S-3, Form D, Form 13F, and other required documents, ensuring compliance with EDGAR submission requirements.
- Converts documents into SEC-compliant formats, including:
- XML (Extensible Markup Language): Required for structured data filings such as Form D and Form 13F.
- XBRL (eXtensible Business Reporting Language): Used for financial statement tagging in Form 10-K, Form 10-Q, and other disclosures.
- Inline XBRL (iXBRL): Embeds XBRL data within HTML to enhance readability and data extraction.
- HTML (HyperText Markup Language): Used for EDGAR-compliant filings, including prospectuses and annual reports.
- ASCII (American Standard Code for Information Interchange): Utilized for older filings and plain-text documents.
- PDF & Image Files: Supporting materials, such as exhibits, may be submitted in these formats.
- Ensures accurate data tagging, validation, and formatting using EDGAR filing software and tools like Arelle for XBRL validation.
- Manages and coordinates the filing process, ensuring all SEC deadlines are met.
- Reviews filings for accuracy, consistency, and compliance with SEC regulations.
- Troubleshoots and resolves technical issues related to EDGAR submissions.
- Stays updated on SEC regulations, EDGAR system updates, and emerging financial reporting technologies
- Collaborates with internal teams, including legal, finance, and compliance, to gather and verify required filing data.
- Leverages automation tools such as Python for data extraction and validation where applicable.
- Performs other work-related duties as assigned.
Qualifications:
- Bachelor’s degree in finance, accounting, business administration, or a related field preferred.
- Thorough knowledge of EDGARIZER or GOFILER (SEC software).
- Extensive knowledge of Microsoft Word 2007, including advanced functions (TOC, TOA, Cross-referencing, Bookmarks, Track Changes, Tables, Drawing, Auto-Correct features, Styles), Windows XP, Excel 2007, PowerPoint 2007, IManage, and Visio.
- 3 to 5 years of experience with SEC filings and the EDGAR system.
- Proficiency in EDGAR conversion software and SEC filing procedures.
- Strong knowledge of financial statements, regulatory filings, and compliance requirements.
- Excellent attention to detail and ability to manage multiple deadlines.
- Strong written and verbal communication skills.
- Ability to work under pressure and meet strict filing deadlines.
- The duties of the position may require extended and irregular hours to perform the essential duties of the position.
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Successful candidates will be provided with outstanding career opportunities and will receive a competitive total rewards package with the opportunity to earn performance-based bonuses.
Target Hiring Range $91,000 - $115,000
Please note that quoted salary ranges are not guarantees of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, experience, and geographic location. Base pay is only one part of the Total Rewards that MWS provides to compensate and recognize our staff professionals for their work. Full time positions are eligible for a discretionary bonus and a comprehensive benefits package.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands:
While performing the duties of this job, the employee is required to sit, use hands, reach with hands and arms, stoop, talk and hear
Employee must occasionally lift up to twenty (20) pounds
Work Environment:
Typical indoor office environment
Disclaimer:
The above statements are intended to describe the general nature and level of the work being performed by people within this classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of employees assigned to this job.
