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Equitable Accounting Lead in Charlotte, North Carolina

Accounting Lead ( 24000004 )

Primary Location : UNITED STATES-NC-Charlotte

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 Accounting Lead to join our team in Charlotte, North Carolina. This position is primarily responsible for accounting and financial reporting matters related to Equitable’s pension and post-retirement benefits and equity award plans. This role is also responsible for working to improve accounting processes and controls, requiring a team member who can proactively identify challenges and actively work to find solutions. This role will report to the Senior Director of Financial Reporting.

Responsibilities include, but are not limited to:

  • Provide in-depth analysis of financial data and results relating to post-retirement benefits, equity-based awards and related corporate accounting matters.

  • Provide oversight for the preparation of annual financial statements for each retirement plan and proactively manage relationships with external auditors (PWC) and other business partners.

  • Research technical accounting theory and apply GAAP appropriately within the organization.

  • Prepare and review US GAAP and Statutory footnote disclosures for 10-Q and 10-K.

  • Provide supporting documentation to audit and regulatory requests.

  • Review and approve balance sheet account reconciliations, cash roll forwards, and journal entries.

  • Provide guidance and oversight to offshore staff, including reviewing and providing feedback on work products.

The base salary range for this position is $87,000-$113,000. 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:

  • Bachelor’s degree

  • 7 years of accounting experience

  • Demonstrated understanding of US GAAP accounting theory, controls and reporting

Preferred Qualifications:

  • CPA

  • Established analytical skills with understanding of Pension plan accounting and/or Equity awards processes and concepts

  • Knowledge and working experience within financial services industry

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

  • Knowledge of SAP and MS products

Skills

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.

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

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.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

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 .

#LI-Hybrid

Req ID: 24000004

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