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Details
  • Location: Boston MA
  • Type: Perm
  • Job #25005

Company Overview:
A leading provider of retirement security and investment solutions is seeking an Associate for SEC Reporting. This role will assist with quarterly and annual financial reporting and related disclosures, supporting the broader financial reporting team.

Job Responsibilities:

  • Timely planning, preparation, and compilation of quarterly and annual financial reports, footnotes, and other related disclosures.
  • Coordinate the internal and external review of all quarterly and annual financial reports.
  • Collection, validation, and documentation of financial statement support and related deliverables.
  • Reconcile ledger to source information, generate flux analysis, and analyze results to identify key drivers.
  • Collaborate with various teams, including controllers, reinsurance, investment accounting, treasury, tax, risk management, legal, statutory reporting, actuarial, accounting policy, investor relations, and internal and external audit.
  • Assist with ad-hoc requests and special projects as needed.

Qualifications:

  • Bachelor's degree in accounting or related field required.
  • An active Certified Public Accountant preferred.
  • Big 4 experience preferred (associate or higher).
  • 6+ years of related work experience with recent experience in financial services preferred.
  • Experience with disclosure management solutions such as Workiva required.
  • Familiarity with Oracle FCCS, OneStream, Workiva, or similar.
  • Demonstrated expertise in GAAP accounting standards and practices.

Compensation:
Salary: $90,000 – $120,000, Plus Bonus
 

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