Financial Reporting Product Specialist

Do you have hands‑on experience with SEC reporting and financial reporting workflows?

Do you enjoy turning real‑world subject matter expertise into stronger products, more effective customer conversations, and practical field enablement?

Intelligize is the leading provider of analytical tools for SEC compliance (external reporting) and transactional (IPOs, M&A) professionals. Intelligize offers a web‑based research platform that ensures law firms, accounting firms, corporations, and other organizations stay compliant with the external reporting regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. Headquartered in New York City, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms.

Intelligize is seeking a Financial Reporting Product Specialist to join our Product Specialist team. This role is ideal for someone with a strong background in SEC compliance, external reporting, and financial reporting workflows, especially related to Forms 10-K and 10-Q.

This person will bring practical experience and credibility to help shape and support Intelligize’s financial reporting solution areas. They will work closely with Product Development to explore, validate, and refine enhancements and new product capabilities tied to accounting and financial reporting workflows. They will also serve as a key internal and external evangelist for Intelligize’s financial reporting value proposition through customer meetings, webinars, conference speaking opportunities, panel participation, and field enablement.

The ideal candidate understands the day‑to‑day realities of financial reporting teams and can translate those workflows, pain points, and priorities into product insight, customer value, and stronger go‑to‑market execution.

• Partner closely with Product Development and Product Management to inform financial reporting solution strategy, roadmap direction, and feature validation.
• Bring practical knowledge of SEC reporting and accounting workflows to support product builds and enhancements.
• Help assess new ideas and capabilities against real customer needs, use cases, and workflow challenges.
• Translate customer feedback, reporting trends, and market needs into actionable product insight.

• Represent Intelligize’s financial reporting solutions in customer meetings, strategic presentations, and selected high‑value opportunities.
• Participate in and help lead customer‑facing webinars, thought leadership events, conference sessions, and panel discussions.
• Serve as a credible subject matter expert with accounting, finance, and reporting personas by connecting Intelligize capabilities to real reporting workflows and disclosure needs.
• Help communicate the evolving value of Intelligize financial reporting solutions in a practical, relevant, and customer‑oriented way.

• Support Sales, Account Managers, and Solutions Consultants with deeper understanding of financial reporting workflows, customer pain points, and persona‑specific needs.
• Develop and deliver enablement resources, training sessions, and practical guidance to strengthen internal fluency around SEC reporting and financial reporting workflows.
• Help customer‑facing teams’ better position Intelligize in conversations involving Controllers, SEC reporting teams, accounting leaders, and other financial reporting stakeholders.
• Create reusable materials and best practices that improve internal readiness and consistency.

• Work across Product, Sales, Marketing, Customer Success, and Solutions Consulting to support go‑to‑market readiness and consistent messaging.
• Help ensure product direction, field understanding, and market positioning remain aligned around financial reporting use cases.
• Contribute to broader strategic initiatives tied to Intelligize’s financial reporting solutions and growth opportunities.

• 5+ years of experience in SEC reporting, external…