Lead the preparation, drafting, and review of Forms 10-Q, 10-K, 8-K, and related SEC filings.
Prepare and update financial statements, footnotes, MD&A sections, and disclosure checklists.
Support development of quarterly earnings release materials and non-GAAP reconciliations.
Perform and/or review XBRL tagging and filing validations.
Manage the SEC reporting calendar and disclosure committee workflow.
Coordinate with Legal, FP&A, HR, Tax, and Treasury.
Serve as a key point of contact for external auditors.
Support or lead preparation of Form S-1 filings.
Support IPO readiness and control enhancements.
Research complex accounting issues and prepare technical accounting memos.
Provide guidance on ASC 606, ASC 842, share-based compensation, FX, capitalized software, and other areas.
Evaluate new accounting standards and support policy development.
Partner with business stakeholders on accounting implications of new transactions.
Ensure SEC reporting processes comply with SOX 404 expectations.
Maintain and enhance process narratives and control documentation.
Support quarterly reviews and annual audits with schedules and reconciliations.
Perform and review journal entries and reconciliations.
Validate consolidation results and data flow accuracy.
Ensure seamless integration of close-to-reporting activities.
Serve as central point of contact for reporting matters.
Communicate deadlines, risks, and requirements to leadership.
Provide informal mentorship and support future function scalability.

Requirements

Bachelor’s degree in Accounting or Finance; CPA strongly preferred.
5–8+ years of progressive accounting experience.
Strong experience with SEC reporting (10-Q, 10-K, 8-K).
Hands-on disclosure drafting experience.
Knowledge of GAAP, SEC rules, internal controls, and SOX.
Experience ERP software (Sage Intacct preferred); advanced Excel skills.
Ability to manage competing priorities and operate independently.
Exceptional attention to detail.
Strong written and verbal communication.
Analytical, structured problem solver.
High ownership mindset.
Collaborative and influential across teams.

Benefits

Annual Incentive Compensation Eligibility – Up to 10% annually
Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
Pet and car insurance discounts.
Financial services such as LegalShield.
Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
Paid Time Off and Sick Time
Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SEC reportingfinancial statementsXBRL taggingGAAPASC 606ASC 842journal entriesreconciliationsdisclosure draftingnon-GAAP reconciliations

Soft Skills

attention to detailwritten communicationverbal communicationanalytical problem solvingcollaborationinfluentialindependencetime managementmentorshipownership mindset

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA