Financial Reporting
Skill packages tagged with “Financial Reporting”
CSA NI 51-102 — Annual Information Form
Draft and validate the Annual Information Form (AIF) for Canadian reporting issuers under NI 51-102 Part 6 and Form 51-102F2. Ensures business description, risk factors, capital structure, directors and officers, and material contracts for SEDAR+ filing.
CSA NI 51-102 — Business Acquisition Report
Draft and validate the Business Acquisition Report (BAR) for Canadian reporting issuers under NI 51-102 Part 8 and Form 51-102F4. Ensures acquisition description, financial statements of the acquired business, and pro forma information for SEDAR+ filing.
CSA NI 51-102 — Material Change Report
Draft and validate the Material Change Report for Canadian reporting issuers under NI 51-102 Part 7 and Form 51-102F3. Ensures description of material change, date, and impact for prompt SEDAR+ filing.
CSA NI 51-102 — MD&A
Draft and validate Management's Discussion & Analysis for Canadian reporting issuers under NI 51-102 Part 5 and Form 51-102F1. Ensures required themes and period-over-period discussion for SEDAR+ filing.
SEC 10-K — MD&A and Financial Statement Notes Drafter
Draft and validate the Management Discussion & Analysis (MD&A) section and key financial statement footnotes of the SEC Form 10-K annual report. Ensures compliance with Regulation S-K Items 303 (2021 amended structure), 305, 105, and 106 (cybersecurity, effective December 15, 2023), Reg G/Item 10(e) non-GAAP measure rules, SEC interpretive guidance, and PCAOB expectations for critical accounting estimates. Covers all required US GAAP footnote topics including EPS (ASC 260), subsequent events (ASC 855), and related parties (ASC 850).