SEC Financial Research and Reporting Specialist


: $78,163.33 - $152,870.00 /year *

Employment Type

: Full-Time


: Financial Services - Insurance

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Responsible for internal and external financial statements to Board of Directors, enterprise management, enterprise staff, and external third parties. Responsible for reporting financial information in conformity with United States (US) Generally Accepted Accounting Principles (GAAP), the Securities and Exchange Commission (SEC), and the Federal Electric Regulatory Commission (FERC). Prepares and files reports in accordance with the SEC, researches and tracks GAAP to FERC differences for reporting purposes, researches the potential impact on financial statements and disclosures of new GAAP accounting, SEC, and FERC standards/regulations, ensuring the main general ledger is GAAP compliant. Provides technical and oversight direction to the corporate accounting team as needed. Prepares written analyses and conclusions of monthly, quarterly, and annual financial reports for audit purposes.


Education and Training

  • Bachelor's Degree in Accounting or related area.
  • Knowledge, Skills, and Ability:

  • Extensive working knowledge of accounting principles and practices, US GAAP.
  • Extensive knowledge of accounting allocation procedures, account validation rules and system interrelationships with general ledger.
  • Extensive knowledge of local, state, and federal regulations, as applicable to accounting, and tax and current accounting issues; knowledge of SEC reporting; knowledge of FERC accounting and reporting; Electric Utility accounting desired.
  • Ability to plan and organize workload, provided assistance, review and direct the work of others.
  • Ability to communicate effectively, both in writing and verbally with other employees at all levels of the company.
  • Extensive working knowledge of computers and software for accounting systems (Oracle EBS), and report writer applications (SAS, SAS FM).
  • Ability to perform detail work with a high degree of accuracy.
  • Strong teamwork and collaboration skills.
  • Experience:

  • Eight (8) years of related professional level accounting experience in general ledger.
  • Including one (1) year of senior or lead accountant experience.
  • Other:

  • Must be able to demonstrate that he/she can perform all of the essential functions of the position.

  • Experience with Oracle EBS, and SAS and SAS FM report writer applications.
  • Experience in utility accounting, desired
  • CPA or progress towards CPA preferred.
  • Advanced knowledge of Microsoft Excel, Word and PowerPoint (vlookup, if statements, pivot tables, etc.)
  • PHYSICAL AND MENTAL DEMANDS: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical demands: While performing the duties of this position, the incumbent is required to sit for long periods of time and occasionally stand, walk, stoop, bend, reach above and below shoulder level and push/pull objects of varying weights, and lift up to twenty-five pounds. Incumbent is frequently required to use hands and fingers to handle, or feel objects, or controls, talk and hear.
  • Mental demands: While performing the duties of this job, the incumbent is required to read, write, perform basic math, analyze data and reports, exercise judgment, develop plans, procedures and goals, and present information to others and work under pressure.
  • Work Environment: While performing the duties of this position, the incumbent is exposed to a moderate level of noise. All of the duties are performed indoors and at a desk, operating office equipment.
  • How to Apply:

    Tri-State: Join the people behind the power. Tri-State recognizes the value of a highly-engaged and committed workforce and provides an excellent benefits program that includes medical, dental, retirement and life insurance. Please visit our careers site at for more details.

    Equal Opportunity Employer - Minority/Female/Disabled/Veteran

    Internal Number: IRC32355 * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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