Director - Separate Accounts Reporting (Accounting)

Job Number: 6221

Job Number: 200004BK

External Description:

Thank you for your interest in a position with Equitable.

Separate Account Reporting has a unique role in the finance organization as the team is interacts with almost every product group along with the preparation of the financial statements that support the variable investment options and the company's SEC /GAAP and Statutory reporting. The experience gained by working on this team provides insights into the operations of a major life insurance company along with the opportunity to work in the ever changing world of financial reporting. The team works along side the business areas on new product launches and changes to investment options. There is a need to think strategically and to ensure that all controls and financial reporting adhere to all standards (SOX, GAAP, and Statutory). There is always something new coming our way !

In this Investment Accounting role you will be responsible for a variety of accounting & reporting processes for the Separate Account Reporting Area to ensure compliance on all applicable accounting bases. Additionally, the person in this position will be responsible for understanding current controls and develop new financial control processes as needed to meet SOX, internal control, compliance, legal, regulatory, accounting and other business relationship activities. You will be expected to be able to research and document as needed.

Additional responsibilities:

• Prepares financial statements and summary-level presentations outlining complex theory and business-related transactions.
• Interact with relevant Business and IT stakeholders to prioritize cross-functional support to ensure adequate financial controls, accounting, and reporting are maintained.
• Deliver project support within agreed upon milestones
• Position will be responsible to review reconciliations and research operational issues that are impacting financial reporting
• Prepare and review year end schedules for statutory reporting

Required Qualifications

• Bachelor's degree (Accounting, Business or Finance)
• 8 years work experience with a focus in Insurance Accounting and Investment or Mutual fund financial statement preparation
• 8-10 years external audit related experience

Preferred Qualifications

• CPA or MBA
• Experience in preparation of footnote disclosures required by US GAAP, SEC, and Statutory.
• Knowledge of consolidations and eliminations and identification of inter-company and related party Transactions.
• Ability to analyze financial statement variances, identify unusual trends and inconsistencies and prepare formal analyses for senior management/pace/audit committee review.
• Experience using SAP Reporting or Oracle Reporting tools.
• Strong communication and organizational skills are required. Should be a self-starter.
• Strong Excel Skills

About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-6368 or email us at TalentAcquisition@equitable.com.

Community / Marketing Title: Director - Separate Accounts Reporting (Accounting)

Location_formattedLocationLong: Charlotte, North Carolina US