Kapitus · 2 hours ago
Lead Accountant, SEC Reporting
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $144K/yr
5+ years expKapitus is one of the most reliable and respected names in small business financing. The Lead Accountant, SEC Reporting is responsible for driving the company’s external financial reporting, technical accounting analyses, and compliance with U.S. GAAP, SEC regulations, and SOX requirements.
FinanceFinancial ServicesFinTechLendingSmall and Medium Businesses
Responsibilities
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
Qualification
Required
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
Preferred
Experience with Form S-1 filings and IPO readiness
Multi-entity consolidation or regulated industry experience
Public accounting or public company background
Exposure to SOX and process documentation
Experience guiding others without direct reports
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.
Company
Kapitus
Kapitus is a business loan provider dedicated to helping small and medium-sized businesses in their growth.
501-1000 employees
H1B Sponsorship
Kapitus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2023 (4)
2022 (2)
2021 (2)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$675M2024-06-17Debt Financing· $45M
2023-04-03Debt Financing· $130M
2022-02-09Debt Financing· $200M
Leadership Team
Ella Haman
Chief Technology Officer
Anthony Rose, CFA
Chief Financial Officer
Recent News
The Journal Record
2025-11-09
2025-09-26
2025-07-22
Company data provided by crunchbase