Lead Accountant

The Lead Accountant is a hands-on individual-contributor leader responsible for driving the company’s external financial reporting, technical accounting analyses, and compliance with U.S. GAAP, SEC regulations, and SOX requirements. This role leads the preparation of quarterly and annual filings, coordinates disclosure inputs across functional teams, supports earnings release materials, and develops governance processes that enhance reporting accuracy and efficiency. Although the role does not initially include direct reports, it requires a professional who can operate with leadership-level ownership—setting standards, guiding contributors, and supporting future scalability of the reporting function. Experience with Form S-1 initial registration statements and IPO-readiness activities is strongly preferred.

What you will do:

SEC Reporting – Ownership + Hands-On Preparation

• 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.

IPO / Registration Statement Experience

• Support or lead preparation of Form S-1 filings.
• Support IPO readiness and control enhancements.
• Technical Accounting & Research
• 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.

Internal Controls, SOX Compliance & Audit Support

• 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.

Month-End Close & Operational Accounting

• Perform and review journal entries and reconciliations.
• Validate consolidation results and data flow accuracy.
• Ensure seamless integration of close-to-reporting activities.
• Cross-Functional Collaboration & Leadership Influence
• Serve as central point of contact for reporting matters.
• Communicate deadlines, risks, and requirements to leadership.
• Provide informal mentorship and support future function scalability.

What we are looking for:

• 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 Qualifications

• 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.

Kapitus Total Rewards Package Includes:

• Competitive Base Salary Range of $89,700-$143,900 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.

• 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.

About Kapitus:

Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.

Company Mission:

At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.

Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.