Full-Time

Senior Statutory Accountant

Posted on 5/12/2026

Equitable Holdings

Equitable Holdings

1-10 employees

Financial services holding for retirement, protection.

Compensation Overview

$92k - $165k/yr

+ Spot bonuses + Short-term incentive compensation

Remote in USA + 2 more

More locations: Syracuse, NY, USA | New York, NY, USA

Hybrid

Hybrid work schedule: 2–3 days on-site per week for NY offices.

Category
Accounting (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s Degree with a major in Accounting and/or Finance
  • 5+ years experience in corporate accounting and life insurance
  • Statutory accounting and/or reporting experience
  • Capability to demonstrate quantitative aptitude and analytical thinking, with the ability to collect, interpret, and evaluate data to support sound decision-making
  • Proven detail-oriented skill set which consistently produces accurate, high-quality work
  • Ability to work effectively with colleagues across functions and levels
  • Microsoft Excel to include data connections and formulas (including macros, pivot tables, and lookups)
Responsibilities
  • Responsible for all facets of statutory reporting which includes quarterly and annual reporting and analysis, along with the implementation of new processes and procedures as needed.
  • Completion of Annual Statement and foot notes filings, State filings, Audited Financials and S-1 annual filings.
  • Support external audit, ensuring accurate and timely documentation.
  • Partner cross-functionally within Finance to improve accounting processes.
  • Support Treasury team with Statutory analysis.
Desired Qualifications
  • CPA
  • Knowledge of Workiva
  • Experience with SAP S4 General Ledger

Equitable Holdings provides financial services focused on retirement planning, life insurance, annuities, wealth and asset management. Its products work by pairing financial advice with a range of planning, protection, and investment solutions to help clients pursue long-term financial security. It stands out from competitors through a multi-channel distribution network and a broad set of integrated investment and protection offerings for individuals and institutions. Its goal is to help clients achieve financial well-being by delivering comprehensive guidance and tailored financial solutions.

Company Size

1-10

Company Stage

IPO

Headquarters

New York City, New York

Founded

1878

Simplify Jobs

Simplify's Take

What believers are saying

  • Vanguard's 5.42% stake signals strong institutional confidence in Equitable's retirement franchise.
  • CoreBridge merger synergies projected at $500M annually, reshaping competitive positioning post-close.
  • Fee-based, capital-light Wealth Management model drives sustainable earnings growth independent of insurance cycles.

What critics are saying

  • CoreBridge merger faces 40-60% regulatory rejection risk from NYDFS or DOJ antitrust concerns.
  • AllianceBernstein $11.3B net outflows reduce AUM growth and slash fee revenue 15-20%.
  • Four consecutive quarterly revenue misses trigger S&P downgrade, spiking funding costs 100-150bps.

What makes Equitable Holdings unique

  • Wealth Management segment achieved $200M earnings target two years early with 13% organic growth.
  • Record $1.1T AUM with 10% YoY growth and $1.8B projected organic cash generation in 2026.
  • RGA reinsurance deal generated $2B capital and reduced net mortality exposure by 75%.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Employee Stock Purchase Plan

Flexible Work Hours

Wellness Program

Company News

CityBiz
Mar 26th, 2026
Corebridge and Equitable Holdings Announce $22 Billion Merger Deal

Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that they have entered into a definitive... Read More

Yahoo Finance
Mar 7th, 2026
Equitable Holdings hits $1.1T AUM, cuts mortality risk 75% in $2B RGA reinsurance deal

Equitable Holdings reported record assets under management of $1.10 trillion for 2025, up 10% year over year, alongside a reinsurance deal with RGA that generated $2.00 billion in capital and reduced net mortality exposure by 75%. The company's Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with net inflows reaching $8.40 billion. The reinsurance transaction enhances financial flexibility for share buybacks and reduces balance sheet risk. Despite progress in fee-based, capital-light growth, Equitable faces challenges restoring consistent profitability after a loss-making 2025. Analysts project the company could reach $18.30 billion in revenue and $2.30 billion in earnings by 2028, requiring 9.5% annual revenue growth.

Yahoo Finance
Mar 3rd, 2026
Equitable Holdings hits record $1.1T in assets, targets $1.8B organic cash in 2026

Equitable Holdings has raised assets under management and administration to a record $1.1 trillion, marking 10% year-over-year growth, the company reported on 5 February. The financial services firm generated $1.6 billion in organic cash during 2025 and projects this will increase to approximately $1.8 billion in 2026. The company's Wealth Management segment achieved its $200 million annual earnings target two years early, with $8.4 billion in net inflows representing 13% organic growth. Equitable completed a major life reinsurance transaction with RGA, creating $2 billion in capital and reducing net mortality exposure by 75%. However, elevated mortality claims limited annual operating earnings growth to just 1% over 2024, whilst AllianceBernstein recorded $11.3 billion in net outflows.

Yahoo Finance
Feb 5th, 2026
Equitable Holdings Q4 earnings beat estimates at $1.76 per share, revenue misses at $3.74B

Equitable Holdings reported fourth-quarter earnings of $1.76 per share, narrowly beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share in the same period last year. The company posted revenues of $3.74 billion for the quarter ended December 2025, missing the consensus estimate by 7.2% and down from $3.95 billion a year ago. Equitable has failed to beat revenue estimates over the past four quarters and has surpassed earnings estimates only once during that period. Shares have declined 6.2% year-to-date, underperforming the S&P 500's 1.1% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting expected near-term underperformance.

Investing.com
Jul 28th, 2025
Equitable integrates Plan Build API into employee benefits platform

Furthermore, Equitable Holdings appointed Greg Boosin as its new Chief Marketing Officer.