SEC Reporting and Annual Report

Updated: Jul 23



Our client, a global, publicly traded manufacturing company, lost their corporate controller late in the year. They needed to find a permanent replacement and during their search needed support to ensure the annual financial statements and SEC reporting was completed on time and at the highest level of quality.



Our Solution


Orion Solutions brought in a specialized consultant with a CPA and more than twenty years of experience in public accounting, financial reporting, and technical accounting to lead the internal accounting team through the year-end process.



Client Outcome


Orion Solutions consultant managed the process with great success and allowed the client to meet the reporting deadlines while satisfying all key constituents including the Board of Directors and the external auditors. Orion Solutions consultant also helped our client in the selection of several accounting candidates for full-time roles. Our consultant helped transition the new corporate controller through the following year’s Q1 financials, and was asked back to provide technical support for Q2.

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