SEC Reporting Manager (Pre IPO) (Irving)
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Salary: $150,000 - $175,000 per year A bit about us: We are a high-growth, technology-enabled Property & Casualty insurance carrier preparing for the transition to life as a public company. Our organization combines modern underwriting, real-time data, and disciplined financial operations to deliver a differentiated insurance platform. As we scale, we are building a best-in-class finance function designed for public-company rigor, transparency, and governance. The SEC Reporting Manager will own the Company’s external reporting and disclosure processes as we prepare for an IPO and ongoing public-company compliance. This role requires direct Property & Casualty insurance industry experience and hands-on leadership of Workiva implementation and optimization. Why join us?
- Opportunity to build and own SEC reporting from the ground up
- Direct involvement in a pre-IPO transformation
- High visibility with executive leadership and key stakeholders
- Meaningful influence over systems, processes, and public-company infrastructure
- Lead the preparation, review, and filing of all SEC reports, including Form S-1, 10-K, 10-Q, and 8-K, in accordance with U.S. GAAP and SEC requirements
- Own technical accounting and disclosure considerations specific to Property & Casualty insurance, including reserves, reinsurance, premium revenue recognition, statutory-to-GAAP differences, and insurance-specific disclosures
- Prepare and maintain disclosure checklists, tie-outs, and supporting documentation
- Play a key role in IPO readiness, including drafting initial registration statements, supporting auditor reviews, and responding to SEC comments
- Partner with leadership to establish public-company reporting calendars, controls, and governance processes
- Support audit committee materials and external reporting presentations
- Lead the implementation, configuration, and ongoing administration of Workiva for SEC reporting and disclosure management
- Drive standardization, automation, and process improvements within Workiva to improve accuracy, efficiency, and control
- Serve as the primary liaison between Finance, IT, and external advisors for Workiva-related initiatives
- Collaborate with Accounting on close processes, technical accounting memos, and complex transactions
- Coordinate with Legal and Tax on disclosure matters, risk factors, and regulatory updates
- Act as the primary point of contact for external auditors related to SEC reporting and disclosure
- Bachelor’s degree in Accounting or Finance (CPA strongly preferred)
- 7+ years of progressive experience in SEC reporting, including time in public accounting and/or public-company environments
- Direct Property & Casualty insurance industry experience is required
- Hands-on experience implementing and managing Workiva for SEC filings
- Strong knowledge of U.S. GAAP, SEC reporting requirements, and SOX-related controls
- Proven ability to operate in fast-paced, pre-IPO or high-growth environments
- Experience supporting or leading IPO transactions
- Background working with insurance regulators, statutory reporting, or reinsurance structures
- Prior audit committee or executive-level presentation experience
- Advanced Excel and financial reporting systems experience
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