Associate, External Reporting
Core
Support external and internal reporting processes including SEC filings, financial statement preparation, and earnings releases for a global asset management firm.
Role type
Associate, External Reporting (Financial Reporting & Accounting)
Builds
SEC filings (10-Q, 10-K), earnings releases, monthly management reports, and consolidated balance sheets.
Domain
Financial Services / Accounting / Regulatory Reporting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Technical accounting, SEC reporting standards, financial statement preparation, balance sheet reconciliation, accounting research, disclosure analysis, process automation, data analytics, MS Excel (Advanced), MS Office suite
Preferred skills
CPA designation, experience with Oracle Fusion, FCCS, ARCS, Active Disclosures, iXBRL tools, AI solutions for reporting efficiency
Responsibilities
Prepare SEC filings (10-Q, 10-K) and supporting schedules; assist with drafting MD&A, disclosures, and footnotes; support iXBRL filings; execute quarterly earnings release process; perform peer disclosure reviews and benchmarking; implement new accounting pronouncements; resolve accounting and reporting matters; conduct balance sheet reconciliation reviews; identify automation opportunities; compile documentation for auditors and SOX teams; liaise with global controllers and management.
Seniority
Junior to Mid-level, hands-on IC