Financial Reporting & Analysis Mgr

POSITION CONCEPT

The Mgr Financial Reporting is responsible for leading the preparation and analytical review of Tampa Electric Company’s external financial reporting, including SEC filings (Forms 10-Q, 10-K, and 8-K), FERC reports, and parent company financial documents. Ensures compliance with U.S. GAAP and SEC regulations through ongoing technical accounting research, preparation of accounting memorandums, and coordination of financial statement disclosures. Oversees the monthly consolidation process, manages internal and external review workflows, and serves as the primary liaison with external auditors and legal counsel. Supports board-level reporting and actively engages with industry peers to stay current on emerging accounting standards and best practices.

Primary Duties And Responsibilities

- Lead SEC Reporting Process. Manage the preparation and analytical review of SEC filings, including Forms 10-Q, 10-K, and 8-K, ensuring accuracy, timeliness, and compliance with regulatory requirements. Stay current on proposed and final FASB and SEC rules and regulations, conducting research and analysis to assess their impact on accounting and disclosures. Oversee the development of financial statement footnotes and supporting schedules in collaboration with subject matter experts. Prepare select disclosures for SEC filings, FERC forms, and parent company reports, maintaining thorough documentation for all external filings. Coordinate internal review workflows and serve as the primary contact for external auditors and legal counsel.

- Perform Technical Accounting Research. Conduct in-depth research in accordance with U.S. GAAP related to material contracts, complex transactions, and new accounting standards. Create accounting memorandums and participate in industry discussions through organizations such as EEI and AGA.

- Oversee Monthly Consolidation Process. Direct the consolidation of TECO Holdings, Inc.’s monthly financial statements, ensuring completeness, accuracy, and alignment with corporate reporting standards.

- Support Parent Company and Board Reporting. Prepare and contribute to quarterly board books and parent company financial reports, delivering clear and comprehensive financial insights for executive review.

- Manage FERC Reporting and Auditor Relations. Manage the preparation of quarterly FERC reports. Act as the primary liaison between Accounting and the external auditors, facilitating audit processes and ensuring timely resolution of inquiries.

Qualifications

Education

- Required: Bachelor degree in Accounting from an accredited college/university.

- Preferred: Graduate degree in Finance, Accounting or MBA.

Licenses/Certifications

- Required: CPA or other professional finance certifications.

Experience

- Required: 7 years of related accounting financial experience including external accounting reporting.

- Preferred: Experience with a public accounting firm.

Knowledge/Skills/Abilities

- Required:

- Strong knowledge of GAAP and SEC accounting, reporting and disclosure requirements

- Demonstrated ability to proficiently comprehend, document and become skilled in complex concepts.

- Strong verbal and written communication skills.

- Advanced skills in Microsoft Office, with proficiency in Microsoft Excel.

- Self-motivated and detail oriented with advanced analytical and organizational skills.

- Ability to professionally engage with senior leadership and internal/external constituents on a frequent basis.

- Preferred:

- Strong knowledge of FERC reporting and disclosure requirements.