SEC Reporting Analyst
Drafts 10-Q, 10-K and disclosure tie-outs for the officers who certify
The SEC Reporting Analyst prepares drafts of periodic filings — 10-Q, 10-K, 8-K financial exhibits — rolls forward disclosures, ties every number to support, and keeps the disclosure checklist current.
The CEO and CFO personally certify the filings under SOX §302 and §906, the disclosure committee decides what is disclosed, and counsel reviews. The analyst never certifies, never files and never decides materiality.
AI drafts; a named person approves.
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SARA is our AI assistant. Calls are recorded.
Morning: rolls forward the 10-Q shell and updates the disclosure checklist for new rules. Midday: ties financial statement numbers to the trial balance and footnote support. Afternoon: drafts MD&A variance language for the controller. Filing week: runs the final tie-out and change log for the disclosure committee.
- ·Draft 10-Q, 10-K and related financial disclosures
- ·Tie every number in the filing to source support
- ·Maintain the disclosure checklist for new SEC and FASB rules
- ·Prepare the disclosure committee package
- ·Keep a version history of every draft and change
- ●Filing drafts ready on the close calendar
- ●Tie-out exceptions at final review
- ●Comment letters on reported numbers
- ●Checklist updated before each quarter
- · Public companies
- · Companies preparing to go public