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Equitable GAAP Reporting & Analysis Director in Charlotte, North Carolina

GAAP Reporting & Analysis Director ( 23000063 )

Primary Location : UNITED STATES-NC-Charlotte


Organization : Equitable

Schedule : Full-time



At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Chief Accounting Office is seeking an energetic and results-oriented GAAP Reporting & Analysis Director to join our team! This position is responsible for insurance industry financial statement preparation and analysis.

Responsibilities include but are not limited to:

  • Supervises the production of Form 10-K, Form 10-Q, and stand alone US GAAP audited Financial Statements

  • Supervises the gathering, analyzing and prioritizing of financial deliverables to facilitate review and analysis for the department and Senior management

  • Works with external Auditors and Regulators in responding to their requests

  • Assists in researching new and/or existing SEC reporting/GAAP requirements

  • Prepares documentation of Department reporting tasks

  • Assists and monitors consolidation process

  • Supports special project requests

The base salary range for this position is $105,000-$156,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)


Financial Reporting and Analysis requires skills related to the understanding and application of technical accounting standards and financial reporting including SEC reporting requirements and US GAAP requirements. Required skills include working technical knowledge and demonstrated experience in the areas of financial accounting and regulatory reporting and analysis.

  • Bachelors Degree in Accounting required

  • CPA required

  • 8 years accounting experience required

  • 8 years of GAAP accounting and GAAP financial reporting concepts including SEC rules and regulations required

  • Established analytical skills

  • Insurance industry and accounting experience necessary

  • Demonstrates ability to work independently and meet project deadlines and work within a fast-paced, project-driven and team environment

  • Knowledge of MS products (Excel, Word)

  • Understanding of consolidation principles

  • Knowledge of SAP reporting tool

  • Ability to handle different tasks simultaneously


Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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.

Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.

Financial and Accounting Systems: Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.

Generally Accepted Accounting Principles (GAAP): Knowledge of the generally accepted accounting principles (GAAP); ability to apply GAAP appropriately within the organization.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.


At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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) 314-2211 or email us at TalentAcquisition@equitable.com .


Req ID: 23000063

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