Director of SEC Reporting & Technical Accounting

General information

Description & Requirements

Director of SEC Reporting & Technical Accounting

Our client is a dynamic and growing organization in the insurance and financial services industry, known for operational excellence, innovation, and a commitment to delivering accurate and insightful financial results. As Director of SEC Reporting & Technical Accounting, you will lead external financial reporting and technical accounting in a highly visible, high-impact role.

Reporting to the Chief Accounting Officer, this leader will own key SEC reporting processes, advise on complex accounting matters, and partner closely with executive leadership on strategic initiatives, including acquisitions and capital markets activity. This is a unique opportunity to help shape a growing public company’s reporting infrastructure while working across a broad range of technical, operational, and strategic priorities.

About Our Client

Our client is a nationwide insurance and financial services organization committed to delivering trusted advice, innovative solutions, and personalized service. Built on a culture of collaboration, integrity, and continuous growth, the organization leverages technology and scalable solutions to support clients, employees, and partners. Their teams are passionate about making an impact, embracing change, and driving innovation across the insurance and financial services industry.

Company Perks & Benefits

Our client values employees’ time and contributions and is committed to supporting long-term success through competitive compensation and a comprehensive benefits package. Employees are rewarded for their expertise and impact with benefits that include:

• Comprehensive health coverage: Medical, dental, and vision insurance
• Robust retirement planning: 401(k) with employer matching
• Financial security: Life and disability insurance
• Flexible financial options: Health Savings Accounts and Flexible Spending Accounts
• Work-life balance: Generous paid time off and flexible scheduling options

To be successful, you should have:

• Bachelor’s degree in Accounting and 8+ years of progressive experience in accounting, financial reporting, and SEC reporting
• Active CPA license required
• Strong knowledge of U.S. GAAP, SEC reporting requirements, and preparation/review of Forms 10-K and 10-Q
• Demonstrated experience researching complex accounting issues and documenting conclusions clearly and effectively
• Strong communication and project management skills, with the ability to manage multiple priorities in a deadline-driven environment
• Ability to build strong cross-functional relationships and communicate effectively with executive leadership, auditors, and business partners

Preferred Qualifications:

• Big Four public accounting experience
• Experience in insurance, brokerage, financial services, or another regulated industry
• Experience supporting a publicly traded company and working with executive leadership and board committees
• Experience with acquisitions, purchase accounting, valuation-related analyses, or other strategic transactions
• Exposure to emerging growth companies, public company readiness, or capital markets activities

Your responsibilities as the Director of SEC Reporting & Technical Accounting will include:

• Lead the preparation and filing of Forms 10-K, 10-Q, 8-K, Proxy Statements, registration statements, and other SEC filings
• Own the preparation and review of financial statements, footnotes, MD&A, earnings release support, and Board and Audit Committee reporting materials
• Research and document complex accounting matters under U.S. GAAP and SEC regulations, including technical accounting memoranda
• Partner with leaders across finance, legal, investor relations, and external audit to deliver accurate, timely, and decision-useful reporting
• Support acquisitions and other strategic transactions through due diligence, accounting analysis, purchase accounting, and post-transaction reporting integration
• Monitor emerging accounting guidance, SEC developments, and reporting trends, and translate them into practical business recommendations
• Strengthen disclosure controls, support internal control initiatives, and drive process improvements that enhance reporting quality and efficiency
• Develop and mentor team members while serving as a trusted advisor to finance leadership on technical accounting and reporting matters

Drive Impact Through Financial Leadership

Take ownership of critical accounting operations and lead initiatives that enhance accuracy, efficiency, and strategic insight. Apply now to advance your career and make a lasting impact in a fast-paced, growth-driven organization.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. They do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.