Head of Financial Reporting & SOX (HYBRID)

About the position At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a highly skilled, results-oriented professional to provide leadership across the SEC, US GAAP Financial Reporting and the Financial Controls/ Sarbanes-Oxley (SOX) teams. The Head of Financial Reporting & SOX is responsible for financial statement preparation and analysis of the consolidated financial statements and certain US and Bermuda subsidiaries. This role will be responsible for providing technical accounting expertise to our business partners and finance colleagues through the assessment of the applicability of new and modified accounting standards and SEC rules. Additionally, this role will partner closely with other Finance, Business, IT, external auditors, and regulators to ensure accurate financial reporting, strong governance, and effective internal controls. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. The total targeted compensation range for this position is $400,000 - $465,000. Total compensation varies based on skills, experience, geographical location and other factors. Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program

Responsibilities

• Leads and oversees all US GAAP and SEC reporting activities, including Forms 10-K and 10-Q, and Bermuda audited financial statements.
• Reviews and presents quarterly and annual financial analysis to senior leadership and governance committees.
• Establishes, interprets, and maintains accounting policies and oversees implementation of new accounting standards.
• Advises on accounting and reporting implications of complex transactions and business initiatives.
• Leads the Company’s SOX program including risk assessment, scoping, testing, remediation, and audit coordination.
• Manages relationships with external auditors, regulators, and third-party consultants.
• Prepare materials for Audit Committee and senior management, including policy memoranda and control status updates.
• Manages onshore and offshore professionals.

Requirements

• Bachelor’s degree in Accounting.
• 10+ years of Public and/or Private Accounting experience.
• Extensive knowledge of US GAAP, SEC reporting requirements, and SOX compliance.
• Demonstrated leadership, analytical, communication, and relationship management skills.
• Experience with SAP or similar ERP systems, Workiva, AuditBoard and Microsoft Office tools.

Nice-to-haves

• CPA, MBA or CMA
• Insurance Industry experience with working knowledge of Insurance Accounting.
• Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
• Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
• Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
• Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
• Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
• Generally Accepted Accounting Principles (GAAP): Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization.
• Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls.
• Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Benefits

• Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

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