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 303–305, SEC interpretive guidance, and PCAOB expectations for critical accounting estimates and risk factors.