Senior XBRL Financial Consultant

Posted Yesterday
Be an Early Applicant
8 Locations
In-Office or Remote
95K-115K Annually
Senior level
Fintech • Software • Financial Services
The Role
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.
Summary Generated by Built In
Job Description:

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.


We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture.  Learn more at https://www.toppanmerrill.com/careers/.

 


Toppan Merrill has an exciting opportunity for a Senior XBRL Consultant to join our remote U.S. team. In this role, you will serve as a trusted advisor to public company clients, providing expertise in SEC reporting, XBRL tagging, financial disclosure compliance, and regulatory filing requirements. You will partner with clients throughout the filing lifecycle, leveraging your accounting expertise, XBRL knowledge, and consultative approach to deliver high-quality reporting solutions while mentoring team members and supporting business growth.

 

Job Responsibilities:

  • Lead the preparation, review, validation, and submission of complex XBRL filings and financial disclosures, including Forms 10-K, 10-Q, and other SEC reporting requirements.
  • Serve as a trusted advisor to clients by providing guidance on SEC regulations, XBRL taxonomy requirements, reporting best practices, and financial disclosure compliance.
  • Manage multiple client engagements, filing deadlines, and project deliverables while maintaining exceptional quality and accuracy standards.
  • Review filings using validation tools, resolve compliance issues, and communicate filing recommendations and findings to clients.
  • Conduct client onboarding, software demonstrations, and training sessions related to XBRL reporting and Toppan Merrill's Bridge platform.
  • Mentor consultants and associates by providing technical guidance, coaching, and support on client engagements and filing activities.
  • Collaborate with Sales, Product, Customer Care, and Consulting teams to address client needs, support business opportunities, and improve client reporting processes.
  • Monitor regulatory developments and industry changes, communicating impacts and recommendations to clients and internal stakeholders.

 

About You:

  • Bachelor's Degree required, preferably in Accounting, Finance, or a related field.
  • 7-10+ years of external financial reporting experience with SEC reporting companies.
  • Direct experience preparing, reviewing, or supporting SEC filings, including Forms 10-K and 10-Q.
  • Strong knowledge of XBRL reporting, financial statement tagging, taxonomy concepts, and validation processes.
  • Strong understanding of U.S. GAAP and financial reporting requirements.
  • Public accounting experience, particularly within audit or assurance environments, strongly preferred.
  • Demonstrated client-facing consulting experience with excellent communication, presentation, and relationship management skills.
  • Experience with financial reporting solutions such as Bridge, Workiva, ActiveDisclosure, or similar platforms preferred.

 

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $95,000 - $115,000 Annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.


Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

  • Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
  • 401(k) with company match with full vesting from date of hire
  • Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
  • Paid parental leave
  • Paid community involvement/volunteer days
  • Wellness Resources and Employee Assistance Programming

 

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.

Skills Required

  • Bachelor's degree, preferably in Accounting, Finance, or a related field
  • 7–10+ years of external financial reporting experience with SEC reporting companies
  • Direct experience preparing, reviewing, or supporting SEC filings, including Forms 10-K and 10-Q
  • Strong knowledge of XBRL reporting, financial statement tagging, taxonomy concepts, and validation processes
  • Strong understanding of U.S. GAAP and financial reporting requirements
  • Public accounting experience, particularly in audit or assurance environments
  • Client-facing consulting experience with excellent communication, presentation, and relationship management skills
  • Experience with financial reporting platforms such as Bridge, Workiva, ActiveDisclosure, or similar

Toppan Merrill Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Toppan Merrill and has not been reviewed or approved by Toppan Merrill.

  • Healthcare Strength Offerings include full medical, dental, and vision coverage for employees and families, plus mental-health support and wellness programs. Access to HSAs/FSAs and an EAP further strengthens the health suite.
  • Leave & Time Off Breadth Program details highlight flexible PTO, paid holidays, wellness days, floating holidays, and paid parental leave. Additional time-off types such as bereavement, jury duty, and community/volunteer days are cited in postings.
  • Retirement Support A 401(k) plan with company match is frequently cited, with some postings noting immediate vesting from date of hire. This sits alongside other financial protections such as employer-paid life and disability coverage.

Toppan Merrill Insights

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The Company
HQ: New York, New York
1,656 Employees
Year Founded: 2018

What We Do

Toppan Merrill is a global leader committed to simplifying the complexity of regulatory disclosure and regulated communications. We are an innovative and trusted partner for the corporate, legal, financial and health plan markets. Through consultative technology, expert knowledge and service excellence, Toppan Merrill is continuously improving the process of creating compliant communications for capital markets transactions, regulatory disclosure filings, shareholder and member communications and sustainability reporting. Toppan Merrill is part of Toppan Holdings a leading and diversified provider of sustainable, integrated solutions. Learn more at toppanmerrill.com

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