3 Traits Your Reporting Specialist Should Have

3 Traits Your Reporting Specialist Should Have
April 16, 2014

Have you noticed the recent flurry of speculation across the internet about the possibility of a Spotify IPO? The Financial Post's article, Spotify IPO coming? Music streaming service seeks to hire U.S. filings expert caused the twittersphere to contemplate when the cool kids of music streaming will go public.

If this isn't news to you, then perhaps you're part of a team whose job it is to protect against unnecessary financial risk. Or, maybe you're considering your own IPO. Either way, reporting to the SEC will become part of your required routine if it isn't already. 
 Here are a few key criteria to help you assess candidates if you're considering hiring a filing expert before you go public:

  1. Print Averse
  2. As a hot, up-and-coming company, you're looking for a reporting specialist who is cutting-edge. A good one will have already kissed print goodbye. Companies that move to the cloud typically save thousands of dollars in printing costs.

  3. Technically Savvy
  4. Your candidate should be comfortable with new technologies that both simplify processes and improve accuracy. Ask for a candidate's knowledge beyond Microsoft® Word, Excel, and PowerPoint. Newer cloud-based solutions can actually collect data and file it directly to the SEC, meaning far less work for you.

  5. Creative Problem-Solver
  6. A good reporting specialist seeks innovative ways to improve the tedious and highly manual process of collecting data required for reports. Anything requiring IT has too much overhead. Can your candidate find and deploy solutions independently within the department?

Keep financial risks at bay, and stay current by using these three keys to guide you in the hiring of a filing expert for your company.

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Mike Sellberg

About the author

Mike Sellberg is Executive Vice President and Chief Product Officer at Workiva. He is the former EVP and CTO at iMed Studios and the former Divisional General Manager at Engineering Animation, Inc.