BDC Operations & SEC Reporting, Senior Associate/Associate Director
Core
Senior financial reporting professional responsible for SEC filings (10-K, 10-Q, 8-K) and operational support for three Business Development Companies (BDCs).
Role type
Senior Associate/Associate Director, Financial Reporting & SEC Compliance
Builds
Publicly filed SEC documents, board presentations, and earnings releases for BDCs
Domain
Asset Management / Alternative Investments / BDCs
Required skills
SEC reporting, US GAAP, financial statement preparation, internal controls (SOX), external audit coordination, financial data compilation, regulatory compliance
Preferred skills
CPA, public accounting experience, Workiva, SEC reporting software, BDC/private credit fund accounting, earnings release preparation
Technologies
Workiva, Microsoft Office, Advanced Excel
Responsibilities
Prepare and review supporting schedules for Forms 10-Q, 10-K, 8-K, and proxy filings; coordinate with internal and external auditors for SOX requests and annual audits; ensure accurate compilation of financial data per US GAAP; support board of director meetings and investor presentations; maintain disclosure checklists and reporting calendars; identify opportunities to automate reporting and improve data quality.
Seniority
Senior, hands-on IC
