Accountant, Regulatory Reporting (Charlotte, NC (Hybrid) or Remote)

Overview

This role supports regulatory reporting and external financial reporting for SEC registrants and non-public entities. The organization offers a flexible, hybrid work model with the option to work remotely or in the office.

Responsibilities

• Coordinate and prepare documentary support for information filed with the SEC on Form 10-K, 10-Q, and 8-K, including business data, core financial statements, footnote disclosures, schedules, and XBRL as applicable, as well as ad hoc requests for financial data used by internal and external stakeholders.
• Ensure timely responses to internal and external audit requests related to quarterly reviews and annual audits of the organization’s SEC registrants.
• Assist with other quarterly and year-end financial reporting tasks, including participation in team discussions, providing status assessments, and supporting submission/production tracking.
• Support project management by continuously evaluating reporting objectives against ongoing projects, process improvements, enhanced reporting, and technical accounting research, including changes in accounting guidance.
• Provide continuous coaching, performance development, and feedback.

Requirements

• Bachelor’s degree in Accounting, Finance, or a similar field (preferred).
• 2+ years of related experience in Accounting and Financial Services.
• Strong working knowledge and experience in financial reporting (e.g., standard reporting, ad hoc reporting, slice-and-dice and drill-down reporting) to perform detailed analysis of financial statements and complex transactions.
• Proficiency with Microsoft Excel, Word, PowerPoint, Teams, and Workiva Wdesk; experience with SAP and Analysis for Microsoft Office is a plus.
• Completion of, or work toward, CPA is highly desired.
• Preferred knowledge and experience working with life insurers’ financial statement preparation.

Compensation & Benefits

• Base salary: $77,000 to $87,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible work environment: Work remotely or in the office.
• Paid time off: Minimum of 20 days of paid time off and 16 paid company holidays per calendar year, plus paid volunteer time and paid study time.
• 401(k): Company match up to 6% and annual company nondiscretionary contribution (3%). Financial counseling services are also provided.
• Health and wellness: Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family support: Up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during adoption, infertility, or surrogacy.
• Life and disability support: Company-paid basic life insurance and short-term disability insurance.

Location

Hybrid work model with the option to work remotely or in the office. The organization may occasionally gather in person throughout the year for company-wide and department-wide events.