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SEC - External Reporting Manager
SEC - External Reporting ManagerWhitestone REIT • Houston, TX, US
SEC - External Reporting Manager

SEC - External Reporting Manager

Whitestone REIT • Houston, TX, US
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Job Description

Job Description

About the Role :

We’re looking for a sharp, detail-driven finance professional to lead our external reporting function. This is a high-impact role with visibility across senior leadership, offering the opportunity to shape SEC reporting processes and ensure regulatory excellence in a dynamic, public company environment.

Key Responsibilities :

  • Collaborate with various internal stakeholders and external parties supporting the external reporting function to fulfill responsibilities and meet reporting deadlines.
  • Compile and analyze data for quarterly and annual SEC filings (10-Q / 10-K) using SEC reporting software (RDG) and assist with detailed reviews of these filings.
  • Prepare the Company’s quarterly Earnings Release (8-K) and Earnings Call Script, including supporting documentation and workpapers.
  • Conduct research and resolve complex accounting issues; prepare supporting analyses and ensure compliance with internal controls.
  • Liaise with various departments and business units to resolve financial and reporting-related issues.
  • Develop, update, and review supporting schedules for financial statements and disclosures.
  • Prepare disclosure checklists in accordance with U.S. GAAP and other applicable standards, including MD&A.
  • Contribute to the preparation of XBRL tagging for SEC filings using RDG software.
  • Support the review of proxy statements and other external communications such as investor presentations and press releases.
  • Coordinate and respond to audit requests from internal and external auditors.
  • Participate in special projects, ad hoc analyses, and initiatives to enhance reporting processes.

Qualifications :

  • Bachelor’s degree in Accounting, Finance, or a related field required.
  • Minimum of 3 years of relevant accounting experience.
  • Strong knowledge of U.S. GAAP and SEC reporting requirements.
  • CPA license required.
  • Experience preparing SEC filings.
  • Proficiency in Microsoft Excel, Word, and Adobe.
  • Ability to work independently while meeting tight deadlines, especially during reporting cycles.
  • Willingness to work overtime as needed during peak periods.
  • Key Skills :

  • Strong attention to detail and a commitment to accuracy.
  • Excellent organizational skills with the ability to manage multiple priorities effectively.
  • Self-motivated and proactive.
  • Strong verbal and written communication skills.
  • Collaborative mindset with the ability to work cross-functionally.
  • 8 : 00AM - 5 : 00PM Monday - Friday (On Site Position)

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