Senior Financial Reporting Analyst

Legence

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting
  • CPA certification required
  • 4-7+ years in public accounting and corporate SEC reporting (e.g., 10-K, 10-Q, 8-K)
  • Strong knowledge of US GAAP and SEC standards, including XBRL
  • Experience with ERP and consolidation systems

Responsibilities

  • Assist in preparation of financial statements and notes in compliance with US GAAP and SEC
  • Prepare quality control packages for SEC filings
  • Support the maintenance of reporting schedules and ad hoc reports
  • Contribute to monthly, quarterly, and year-end close processes
  • Analyze and implement technical accounting for complex transactions
  • Serve as liaison for external auditors during audits
  • Identify improvements for financial reporting processes

Benefits

  • 401(k) Plan with company match and immediate vesting
  • Comprehensive health, dental, and vision coverage
  • Basic life insurance and AD&D with optional buy-up
  • Flexible vacation policy and company holidays
  • Reimbursement for business travel-related expenses
Full Job Description
Legence is seeking a highly detail-oriented Senior Financial Reporting Analyst to join our Corporate Finance team. This role will support SEC financial reporting, transaction, and compliance activities, with a focus on ensuring accuracy, consistency, and adherence to US GAAP and SEC standards. This individual will partner with others to deliver high-quality reporting, support audit readiness, and strengthen financial reporting processes. This role is ideal for someone with a public accounting foundation or strong technical accounting background who has experience in SEC reporting and is looking to operate in a dynamic, growth-oriented environment. This is a hybrid position that will be located in our Houston office. Key Responsibilities External & Financial Reporting • Assist in the preparation of financial statements and footnotes in accordance with US GAAP and SEC requirements • Prepare tie-out packages and execute quality control procedures for SEC filings • Support development and maintenance of reporting schedules and ad hoc reports for leadership and other stakeholders • Ensure consistency and accuracy across multi-entity consolidation reporting Consolidation & Close Support • Support monthly, quarterly, and year-end close processes • Prepare or review account reconciliations, rollforwards, and supporting schedules • Ensure integrity and completeness of corporate-level financial data Technical Accounting & Compliance • Support technical accounting research and implementation for complex transactions, including: - Business combinations (as applicable) - Other complex accounting areas as needed • Assist in maintaining accounting policies and documentation • Ensure financial reporting aligns with internal controls and compliance requirements • Analyze new accounting guidance (FASB, SEC, and other regulatory bodies), evaluate impact, and support implementation and related disclosures Audit & Controls Support • Serve as a contact for external auditors during annual audits and interim reviews • Prepare and organize audit support schedules and documentation • Support ongoing internal control processes and documentation (SOX or similar frameworks) Process Improvement & Reporting Efficiency • Identify and support opportunities to improve financial reporting processes and timelines • Support enhancements to financial systems and reporting workflows • Contribute to standardization across operating entities Desired Experience and Qualifications • Bachelor's degree in Accounting required • CPA required • 4-7+ years of combined experience in public accounting and corporate SEC reporting (10-K, 10-Q, 8-K, etc.), preferably within Large Accelerated Filer environments • Strong knowledge of US GAAP and SEC requirements (including XBRL) • Proficiency in financial reporting tools (Workiva preferred) and Microsoft Excel • Experience with ERP and consolidation systems • Experience with stock-based compensation, earnings per share, business combinations, impairment, and other complex accounting topics is a plus • Industry experience in construction, engineering, or project-based environments is a plus Knowledge, Skills, and Abilities • Operates at the highest standards of business ethics, integrity, and professionalism • Strong attention to detail with a rigorous and methodical approach • Positive, proactive mindset with the ability to take initiative and drive results • Clear and concise written and verbal communication skills, with the ability to simplify complex concepts • Ability to manage multiple priorities in a fast-paced, deadline-driven environment • Strong critical thinking skills to solve problems and identify opportunities for process improvement Benefits Overview 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting. Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage. Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage. Time Off: Flexible non-accrual vacation; company holidays per policy. (For California employees, this is separate from California paid sick leave, if applicable.) Expenses: Business travel and related expenses reimbursed per company policy. Reasonable Accommodations If you need assistance or accommodations during the application or interview process, please contact us at [redacted] or your dedicated recruiter with the job title and requisition number. Employment Eligibility Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position. Third-Party Recruiting Disclaimer Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence. Pay Disclosure & Considerations Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

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