Director of Technical Accounting & SEC Reporting

MyHealthTeam; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

Swoop is seeking a Director of Technical Accounting & SEC Reporting to lead our technical accounting function in a high-growth environment. This hands-on role combines strategic oversight with practical execution, including drafting memos, preparing filings, and building scalable processes.

You\'ll own all financial reporting and support IPO readiness, partnering with Legal, FP&A, HR, and external auditors to ensure GAAP compliance and timely disclosures while mentoring a growing finance team.

Qualifications

• CPA is required with Big 4 public company experience preferred.
• 8+ years accounting with SEC reporting.
• IPO experience preferred.
• Deep knowledge of US GAAP and SEC regulations.

Responsibilities

• Own and lead the company’s technical accounting function for complex transactions.
• Prepare and review SEC filings (10-Qs, 10-Ks, 8-Ks, S-1) for GAAP compliance.
• Partner with Legal, FP&A, HR to drive IPO readiness.
• Draft memos, reporting schedules, and key disclosures.
• Oversee financial reporting including lender reporting.
• Mentor and scale a high-performing finance team.

Skills

CPA

SEC reporting

US GAAP

IPO experience

Leadership

Cross-functional collaboration

Communication

Technical accounting

Education

Bachelor's degree in accounting/finance

CPA certification

Big 4 background

Tools

Workiva

NetSuite

FloQast

Job description

At Swoop, our mission is simple: Improving patient outcomes. As a market leader in AI-driven, data-powered, and privacy-compliant healthcare engagement, we connect the signals that drive earlier diagnosis, better treatment decisions, and sustained adherence.

Our integrated, privacy-safe platform, enables life sciences companies to drive measurable patient and commercial outcomes with actionable intelligence — spanning patient and HCP audience targeting, community engagement, AI-powered web solutions, coordinated omnichannel activation, and prescription fulfillment.

We believe our people are our greatest asset. Swoop fosters a culture of innovation and continuous learning, providing employees with rich opportunities for professional growth. This commitment to our team earned us the "Best Places to Work" recognition from Business Intelligence Group in 2025 and 2026. We are driven by a patient-first philosophy and passionate about leveraging technology to create a healthier future.

After becoming an independent company in 2024, Swoop experienced significant growth and demonstrated an unwavering commitment to innovation, talent development, and enhancing the patient experience. Our acquisition of MyHealthTeam in January 2025 and Nimble in May 2026 helped us further bridging the gap between healthcare brands and patients for more impactful and targeted engagement. Empowering millions of patients nationwide to connect, share resources, and access medically verified information to better manage their health. MyHealthTeam hosts the largest and most engaged patient social networks in healthcare, offering more than 70 condition-specific communities for chronic and rare conditions. As a prescription fulfillment and patient engagement platform, Nimble empowers independent and regional pharmacies to deliver a modern, consumer-friendly healthcare experience while streamlining pharmacy operations.

If you're a driven professional seeking to make a real difference in healthcare marketing at a fast-growing, innovative company, join Swoop and help us revolutionize how brands connect with patients and HCPs.

About the role

We’re building a world-class finance function and looking for a Director of Technical Accounting & SEC Reporting who can lead from the front — someone who thrives in a high-growth environment, brings deep technical expertise, and isn’t afraid to roll up their sleeves to get the job done.

This is a high-impact, hands-on leadership role. The Director of Technical Accounting & SEC Reporting will lead all aspects of technical accounting and external reporting, serve as a trusted advisor on complex accounting matters, and drive IPO readiness. This is a unique opportunity for someone who can operate at a strategic level while also taking ownership as an individual contributor — drafting memos, preparing filings, and building foundational processes from the ground up.

What you'll do

• Own and lead the company’s technical accounting function — research, document, and operationalize accounting positions for complex and nonroutine transactions (e.g., ASC 606, stock-based compensation, debt/equity, M&A).
• Prepare and review SEC filings, including 10-Qs, 10-Ks, 8-Ks, and the S-1, ensuring accuracy, completeness, and compliance with GAAP and SEC regulations.
• Partner cross-functionally with Legal, FP&A, HR, and other teams to drive IPO readiness and execute on financial reporting milestones.
• Be a hands-on operator — personally draft technical memos, reporting schedules, and key disclosures, especially in the near term.
• Own all financial reporting, including lender reporting
• Build, mentor, and scale a high-performing team over time while establishing scalable processes and controls.
• Interface directly with external auditors, with full ownership over technical accounting matters and financial statements and disclosures.
• Drive adoption and implementation of new accounting standards and internal policies as the company maturing.
• Support SOX readiness, including documentation and implementation of internal controls over financial reporting.
• Oversee the research and implementation of new accounting standards and ensure proper documentation and communication of their impact to senior management and the Board of Directors.
• Provide technical accounting guidance and support to finance teams and other departments within the organization.
• Develop and maintain accounting policies and procedures to ensure consistency, accuracy, and compliance across the organization.
• Monitor regulatory and industry developments, assessing their impact on the company and advising management on appropriate actions.
• Participate in special projects and initiatives as needed, providing technical accounting expertise and strategic insights.

Qualifications

• CPA required, with strong foundational training — Big 4 public accounting experience on public companies highly preferred.
• 8+ years of total accounting experience with increasing responsibility, including SEC reporting experience at a public company.
• IPO experience is preferred — either taking a company public or supporting clients through the process.
• Expert knowledge of US GAAP (including ASC 606), SEC regulations, and financial reporting requirements.
• “player-coach” mindset — you’re comfortable leading strategy but also doing the work, especially in a lean, fast-moving environment.
• Proven ability to collaborate cross-functionally and communicate complex accounting issues to both technical and nontechnical stakeholders.
• Proven ability to lead and develop high-performing teams.
• Excellent analytical, problem-solving, and communication skills.
• High level of integrity, attention to detail, and a commitment to excellence.
• Experience with tools like Workiva, NetSuite, FloQast, or similar is a plus.