Financial Reporting, Senior Associate
Core
Prepare and review client semi-annual and annual financial statements, regulatory filings (NQs, Form N-MFP, NSAR), and resolve accounting issues for institutional clients.
Role type
Senior Associate Financial Reporting
Builds
Client financial statements and regulatory filings
Domain
Financial Services / Accounting
Required skills
Financial statement preparation, Regulatory filing compliance, Team leadership, Offshore team management, Accounting research, Process implementation
Preferred skills
BS/BA in Business/Accounting/Finance, 2-4 years experience, Excel proficiency, Problem solving
Technologies
Excel
Responsibilities
Perform 1st level reviews on client financial statements and regulatory filings, Provide on-the-job training and coaching to staff, Manage offshore team activities and documentation, Resolve accounting and auditor issues, Ensure accurate and timely delivery of reports, Oversee JV production
Seniority
Mid-level, hands-on IC with leadership duties