Job Information
Equitable Technical Accounting & Policy Director in Charlotte, North Carolina
Technical Accounting & Policy Director ( 240000DX )
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse
Organization : Equitable
Schedule : Full-time
Description
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 Technical Accounting and Policy Director to join our team! This position plays an instrumental role providing support to the company’s accounting and financial reporting functions and initiatives. This team member is responsible for working to improve accounting policies, processes and controls, serving as a key technical resource on complex accounting transactions and implementing new accounting standards and updates. This role requires someone who can proactively identify challenges and actively work to find solutions.
Responsibilities include, but are not limited to:
Lead a variety of accounting & reporting initiatives to ensure compliance with accounting policies.
Lead knowledge sharing initiatives related to accounting for business transactions and emerging accounting and reporting guidance.
Research, prepare and/or review memorandum, presentations and/or policies regarding complex accounting and reporting transactions.
Provide guidance including reviewing and providing feedback on work products and development.
Manage the development, documentation, review and updating of business processes and accounting policies in order to maintain and strengthen internal financial controls
Lead implementation of new and emerging policy developments and disclosure standards for all accounting bases (US GAAP & STAT)
Maintain and grow insurance industry and emerging knowledge for US GAAP and STAT accounting by attending seminars and industry events and seeking out educational workshops, classes, and related publications.
Liaise with Finance, Actuarial, Investments, Risk, and other stakeholders to identify and advise on accounting and reporting impacts of potential business transactions.
Proactively manage relationships with external auditors (PWC), AllianceBernstein, internal business partners and third party consultants such as benefit plan actuaries.
Interact with relevant Business and IT stakeholders to prioritize cross-functional support to ensure that adequate financial controls, accounting, and reporting are maintained.
Identify opportunities for process improvements and make constructive suggestions for change.
In office schedule: This employee will need to work in office 2 to 3 days per week.
The base salary range for this position is $105,000 - $150,000. 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)
Qualifications
Required Qualifications:
Bachelors degree
PA and/or CPA
10 years of accounting experience
5 years technical knowledge of US GAAP accounting theory, controls and reporting
Preferred Qualifications:
Knowledge of Statutory accounting theory, controls and reporting.
Capability to present financial data to Senior management to facilitate business decisions.
Knowledge of life insurance concepts.
Proven research and project management skills.
Ability to interact with all levels of the organization.
Demonstrated interpersonal/relationship management skills.
Proven orientation towards process improvement and problem solving.
Ability to proactively identify challenges and actively work to find solutions.
Critical thinking skills and the capability to translate concepts into next steps and ideas.
Ability to work collaboratively and lead the assessment and implementation of new accounting policies.
Skills
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.
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.
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.
ABOUT EQUITABLE
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 .
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Req ID: 240000DX