SEC Reporting Analyst (Pre IPO)

Jobot; Irving (TX); On-site; USD 115,000 - 135,000; Full time

Job summary

A high-growth insurance firm based in Texas is seeking a SEC Reporting Analyst to provide support for SEC filings and compliance. Candidates should have a Bachelor's degree in Accounting or Finance and 3–6 years of SEC reporting experience. This role will also involve collaboration across teams, applying expertise in Property & Casualty insurance and Workiva for financial reporting. Competitive salary ranges from $115,000 to $135,000 per year, fostering growth opportunities in a dynamic environment.

Qualifications

• 3–6 years of experience in SEC reporting, public accounting, or public-company environments.
• Hands-on experience using Workiva for SEC filings.
• Solid understanding of U.S. GAAP and SEC reporting fundamentals.

Responsibilities

• Assist in the preparation and review of SEC filings.
• Collaborate with accounting team on insurance-specific close activities.
• Support the implementation and use of Workiva for SEC reporting.

Skills

SEC reporting

Property & Casualty insurance industry experience

Attention to detail

U.S. GAAP knowledge

Workiva experience

Strong organizational skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Workiva

Job description

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Job details:

Pre‑IPO Property & Casualty Insurance Carrier | Dallas, TX – SEC Reporting Analyst Needed!

Job hosted by: John Armel.

Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $115,000 - $135,000 per year.

A bit about us

Our client is a high‑growth, technology‑enabled Property & Casualty insurance carrier preparing for its transition to become a public company. Our organization combines modern underwriting, real‑time data, and disciplined financial operations to build a scalable insurance platform. As they grow, they are investing heavily in strong governance, transparent reporting, and public‑company‑ready financial infrastructure.

Why join us

• Gain direct exposure to IPO‑level SEC reporting
• Build deep specialization in P&C insurance accounting and disclosure
• Work hands‑on with Workiva in a pre‑IPO environment
• Clear growth path into senior analyst or manager‑level roles

Key Responsibilities

SEC Reporting Support

• Assist in the preparation and review of SEC filings, including Form S‑1, 10‑K, 10‑Q, and 8‑K, ensuring accuracy, completeness, and compliance with U.S. GAAP and SEC requirements.
• Prepare supporting schedules, disclosure tie‑outs, roll‑forwards, and footnote documentation.
• Support disclosure checklists and internal review processes.

Property & Casualty Insurance Focus

• Assist with accounting and disclosure matters specific to Property & Casualty insurance, including reserves, reinsurance, premium revenue recognition, and statutory‑to‑GAAP reconciliations.
• Collaborate with the accounting team on insurance‑specific close activities and reporting schedules.

Workiva Reporting

• Support the implementation, administration, and ongoing use of Workiva for SEC reporting.
• Assist with document builds, data mapping, updates, and XBRL tagging within Workiva.
• Help drive process improvements and documentation related to Workiva workflows.

Cross‑Functional Collaboration

• Partner with Accounting, FP&A, Legal, Tax, and external auditors to support external reporting requirements.
• Assist with audit requests, technical accounting memos, and IPO‑related documentation.
• Support audit committee and management reporting materials as needed.

Required Qualifications

• Bachelor’s degree in Accounting or Finance.
• 3–6 years of experience in SEC reporting, public accounting, or public‑company environments.
• Property & Casualty insurance industry experience is required.
• Hands‑on experience using Workiva for SEC filings (implementation exposure strongly preferred).
• Solid understanding of U.S. GAAP and SEC reporting fundamentals.
• Strong attention to detail, organization, and documentation skills.

Preferred Qualifications

• CPA or CPA‑eligible.
• Experience supporting IPO readiness or registration statements.
• Exposure to insurance statutory reporting and reinsurance structures.
• Strong Excel and financial reporting systems experience.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.