Teams at Toppan Merrill

Provides senior-level consulting to public company clients on SEC reporting, XBRL tagging, financial disclosure compliance, and regulatory filings. Leads preparation, validation, and submission of complex 10-K and 10-Q filings; advises clients on taxonomy and reporting requirements; manages engagements and deadlines; conducts onboarding, software demonstrations, and training; mentors consultants; and monitors regulatory developments. Collaborates with sales, product, customer care, and consulting teams to improve client reporting solutions and support business growth.

Manage and prioritize the product backlog, translate product strategy into development tasks, research market and customer needs, and liaise between product and development teams. Remain accessible to developers, collaborate cross-functionally, and participate in Agile processes and ceremonies using JIRA and Confluence.

Supports client disclosure document production through the Quinn platform, including onboarding Microsoft Word files, cleanup, style tagging, proof review, formatting troubleshooting, document maintenance, client support, UAT, process documentation, and continuous improvement. Collaborates with Customer Success, Production Design, Proxy, and other internal teams while maintaining document accuracy, compliance, and quality.