Senior Associate - SEC Financial Reporting
Core
Prepare external financial reporting (Form 10-Q/K, 8-K, proxy statements) and earnings materials for a leading alternative asset manager.
Role type
Senior Associate / Vice President, SEC & Financial Reporting
Builds
SEC filings, quarterly earnings reports, management presentations, statutory financial statements
Domain
Financial Services / Alternative Asset Management / US GAAP / SEC Regulations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US GAAP, SEC rules, financial reporting, audit support, process improvement, data analysis, Excel, Oracle/GL systems
Preferred skills
CPA, Big Four experience, XBRL, Workiva, AI tools, prompt-based assistants
Technologies
Oracle, Workiva, Excel, XBRL
Responsibilities
Prepare Form 10-Q/K, 8-K, and proxy statements; assist in quarterly earnings and Board materials; analyze firmwide AUM and key drivers; coordinate close and reporting processes; ensure SOX compliance; monitor accounting standard changes; support external audits; train offshore teams; partner on reporting system enhancements.
Seniority
Senior Associate / Vice President, hands-on IC