Director, SEC Reporting

About OptimizeRx

Director, SEC Reporting Job Description

OptimizeRx provides best-in-class health technology that enables care-focused engagement between life sciences organizations, healthcare providers, and patients. Connecting over 2MM U.S. healthcare providers and millions of their patients through an intelligent technology platform embedded within a proprietary omnichannel network, OptimizeRx helps manufacturers engage and support their customers.

As Director, SEC Reporting, your primary responsibility is to oversee the SEC filing process, provide strategic guidance and contribute to financial management.

Core Responsibilities:

• Oversee and manage the preparation of forms and financial statements to be filed with the SEC and other external parties
• Ensure ongoing compliance with Term Loan reporting requirements
• Provide advice on technical accounting issues, researching appropriate guidance, benchmarking peer disclosures, and drafting or reviewing technical accounting memos or position papers
• Collaborate with external tax advisors to support the preparation and review of tax returns, ensuring compliance with applicable tax regulations.
• Operate within the Company's SOX compliance controls in connection with the preparation of the Company's financial reporting process.
• Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, FASB, PCAOB, agencies or other regulators
• Review and analyze monthly financial results and provide recommendations for improvement
• Identify and report on potential future business, finance, and accounting matters that could impact the company's financial statements.
• Participate in Controlling functional management and strategy.
• Serve as a business advisor on accounting and reporting matters to senior leadership.
• Other duties as assigned
  
  
  

Requirements:

• Bachelor's degree in Accounting or Finance, or equivalent work experience
• 7+ years of progressive accounting experience
• SEC reporting experience
• Strong communication skills
• Ability to work effectively with all levels in organization
• CPA license (active or inactive)
  
  
  

What We Offer:

• Group Medical
• Retirement savings plan with match
• Group Dental & Vision*
• Basic Life and AD&D*
• Short & Long-term Disability*
• Telehealth Services*
• Paid Parental Leave
• Voluntary Life and AD&D
• Flexible Paid Time Off
• Company provided Holidays
• Monthly Technology Reimbursement
• Equity in the Company (eligibility restrictions may apply)
• Remote First Environment
• Affinity Groups
• Employee Recognition Program
• Premium paid by Company
  
  
  

Equal Employment Opportunity

OptimizeRx is an equal opportunity employer. The Company maintains policies and practices that are designed to prevent discrimination or harassment against any qualified applicant or employee to the extent prohibited by federal, state, and local laws and regulations. By way of example, discrimination on the basis of race, ethnicity, color, religion, ancestry, national origin, citizenship, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, sexual orientation physical or mental disability, medical condition, genetic information (including test results), status as a Vietnam-era or special disabled veteran, uniform service member status, political affiliation, union membership, gender identity or gender expression, or any other characteristic protected by applicable law is prohibited.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.