Edgar Expert/Project Manager
Hours noon to 9pm or 4pm to midnight
Fully Remote
Hard skills:
- Expert GoFiler knowledge with the ability to create/review all submission details for US Corp issuers, Foreign issuers, Investment Companies, Reg A, Spac/DeSpac, etc.
- Efficiently apply edits on rush-basis, compare, and new convert projects
- Typeset in word
- project management and managing client's expectations
- determine in advance when additional services (i.e. typeset and iXBRL) is needed and clear those issues directly with the team/client
- prioritize jobs with teams and provide status
- alert pending items directly with clients and ensure a well-ordered completion to projects.
- Coordinate print jobs with vendor to provide print specs (with knowledge of creating on their own if needed) and be able to generate PPO ("Print Purchase Orders").
- [Optional] MS Office expert knowledge of macros and mail merge
- [Optional] Pitstop to modify PDF proofs when needed
Soft skills:
- multi-task (i.e. directly working on rush projects, communicate in chat, respond to incoming emails, etc.) in a deadline-driven environment
- balance the requirements of speed and accuracy towards the proper completion of projects
- active learner eager to close the gap of uncertainty with processes quickly
- as a leader be able to work autonomously and with a team
- self-sufficient and make rapid decisions to resolve issues
- dedication to each project's needs
- take onus of the projects in production personally and as a team
- understand technology/software and be able to pull from those experiences to further expedite delivery of projects
- constantly reviewing areas of improvement in processes and efficiency
- recognize when certain projects arrive periodically (or when alerted) and keep relevant departments apprised
- keep apprised of changes to SEC form-types, it's impact on workflow, and find solutions to meet those challenges
Daily Activities (assume all process below as RUSH always):
- Inbox handling, responding to client's emails and assigning job ID for each project. for working jobs, update the email subject to the existing subject for continuity.
- Review client's instructions and all files supplied for conversion to properly instruct process teams.
- Identify and request supporting files from client for conversion efficiency
- Create and/or update GFPs ("GoFiler Projects") ensuring accurate submission details
- Run test filings on revised iXBRL updates and/or updates to the submission details
- Live file as prescribed by client's schedule or immediately
- Pre-file check all submissions prior to submitting live
- Review all working jobs including from prior shifts to be aware of potential activity
- Communicate in chats which project(s) you will be handling, delegate internally to members in the group chats, or to outside departments.
- Supply project page-count or additional services applied for billing dept to properly invoice
- Update production excel spreadsheet to accurately record project details for billing
- Send print vendors PPOs and review print proofs to provide approval to print
- Research on SEC for dupe and revise, recent activity of certain filers and/or form-types, and be able to supply SEC links to processing teams for styles/reference.
- Perform EDGAR updates to registrants including series/classes.
- Prepare, supply proofs, and submit Form IDs and Manual Passphrase updates
- Review revised files and save to job folders, validate, re-test if needed
- Process minor to substantial edits and perform self-QC with comparison to ensure accuracy
- Actively seek if other members require assistance when available
