Manager, Financial Reporting

Job Details

Req ID: 116901

Supported Practice: Heartland Dental

Category: Accounting and Finance

Location: Heartland Dental, Indianapolis, IN 46037

Salary: $115,000.00 per year

Position Summary:

Manager of Financial Reporting & Technical Accounting

Heartland Dental is seeking a Manager of Financial Reporting & Technical Accounting with public company financial reporting experience to grow our Financial Reporting & Technical Accounting Team. This individual will be primarily responsible for leading technical accounting and analysis, along with financial statement reporting to our internal and external stakeholders, including our supported offices, lenders and the Board of Directors.

This position will report directly to the Director of Financial Reporting & Technical Accounting.

Heartland Dental is the largest dental support organization (DSO) in the United States, supporting over 1,900 dental offices across 38 states domestically. Our company is experiencing rapid growth, and we are looking for a dedicated and proven individual to join our Heartland Dental family.

As a Manager of Financial Reporting & Technical Accounting, some of your duties and responsibilities will include:

• Lead the development and mentorship of team members, fostering technical competency and professional growth within the financial and accounting function.
• Below is an overview of the duties and responsibilities you would take on in this role: Lead the preparation and review of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, ensuring accuracy, completeness, and timeliness of all external and internal reporting deliverables.
• Oversee the drafting and coordination of financial statement footnotes, including compliance with applicable disclosure requirements.
• Direct the external audit process, serving as the primary liaison with our auditors by coordinating deliverables, managing timelines, and resolving audit inquiries to ensure an efficient audit and timely issuance of financial statements.
• Serve as the subject matter expert on technical accounting matters by researching, interpreting, and implementing new and existing accounting standards (e.g., revenue recognition, leases, business combinations, stock-based compensation), and preparing formal accounting position memos.
• Partner cross-functionally with FP&A, Legal, Tax, and Operations to evaluate the accounting implications of complex transactions and provide guidance on proper treatment and documentation.
• Manage the accounting and financial reporting for business combinations, including purchase accounting under ASC 805, valuation coordination, opening balance sheet preparation, and ongoing integration of acquired entities into the financial reporting structure.
• Support the execution of annual private stock offerings by coordinating with Legal and external advisors, preparing supporting financial information, and ensuring proper accounting and disclosure.
• Partner with ERP and financial systems teams to design and implement reporting solutions that support accurate and efficient financial reporting, including data integration from SAP HANA into Workiva.
• As applicable, assist with the accounting and technical evaluation of equity and debt transactions, including stock-based compensation, equity issuances, debt modifications and extinguishments, and related financial statement disclosures in accordance with U.S. GAAP.
• Drive process improvements and automation initiatives within the financial reporting and close process to increase efficiency, scalability, and accuracy.
• Provide training and guidance to broader accounting and finance teams on new accounting standards and company policies.
• Monitor emerging accounting guidance and regulatory developments, proactively assessing impacts to the organization and leading implementation efforts as needed.
• As needed, support the documentation of end-to-end accounting processes, including narratives, flowcharts, risks, and controls, ensuring alignment with internal control frameworks.

Minimum Requirements

• This position can be Remote or Hybrid based out of our Indianapolis support office.
• Bachelor's degree in Accounting with CPA degree required .
• 5+ years public accounting experience (Big 4 or serving public companies) or 5+ years external financial reporting experience.
• Proven ability to work effectively under pressure & meet deadlines.
• Ability to work independently and possess proven project management skills.
• Technical accounting knowledge and expertise in preparing analysis.
• Strong knowledge of US GAAP, SEC disclosure requirements, and internal controls.
• Superior analytical and problem-solving skills with emphasis on process improvements.
• Experience in financial/business intelligence tools, including Workiva and SAP HANA, is preferred but not required.

Physical Requirements:

• Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

We put our people first at Heartland Dental, and that shows in our generous benefits package.

Company retains the sole discretion to change the duties of the position at any time.

We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.