Associate, Financial Reporting - Data Analytics

Blue Owl CapitalShort Hills, NJ
17h$105,000 - $115,000

About The Position

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $307 billion in assets under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com Role Summary We are seeking a Financial Reporting Associate (2–4 years of experience) with a strong foundation in accounting and financial reporting, complemented by advanced data analytics and automation skills. This role will support quarterly and annual financial reporting deliverables while also helping modernize reporting processes through data engineering, analytics, and visualization. The ideal candidate is equally comfortable preparing tie‑outs and disclosure support as they are building dashboards, automating reconciliations, and improving data quality across complex datasets.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Analytics, Data Science, Economics, or a related field.
  • 2–4 years of relevant experience in financial reporting, accounting, audit, fund finance, or financial services (Big four or alternative asset management strongly preferred).
  • Strong understanding of financial statements, reporting processes, and accounting fundamentals.
  • Advanced proficiency in Excel (Power Query / Power Pivot preferred).
  • Familiarity with SEC reporting, GAAP disclosures, or management company reporting.
  • Strong attention to detail, ownership mindset, and ability to manage multiple deadlines in a fast‑paced environment.
  • Exposure to process automation, data governance, or finance transformation initiatives.
  • Experience using modern AI tools a plus, such as prompt-based assistants and workflow automation, to streamline processes and enhance output quality

Nice To Haves

  • Experience supporting reporting for alternative investments (private credit, private equity, real estate, structured products).
  • Demonstrated analytics capability with at least one of the following: SQL (data extraction, joins, transformations) Python (pandas, automation, reconciliation logic) BI / visualization tools (Power BI, Tableau, Looker)
  • Experience with reporting platforms and finance systems (e.g., Workiva, Oracle, or similar tools).
  • CPA (or progress toward CPA) a plus, but not required.

Responsibilities

  • Assist in the preparation of the Company’s external financial reporting process, including quarterly and annual reporting (Form 10-Q/K, Form 8-K, proxy statement, and other SEC filings as required), ensuring the highest degree of quality with timely deliverables
  • Assist in the preparation of quarterly earnings and management reporting materials, including Audit Committee and Board meeting materials
  • Assist in the preparation of firmwide AUM and fundraise data
  • Assist with tie‑outs, roll‑forwards, variance analysis, and validation of data used in external and internal reports.
  • Coordinate with Accounting, Fund Finance, and third‑party administrators to ensure completeness and accuracy of reporting inputs.
  • Support audit and review processes, including responding to auditor requests and maintaining organized documentation.
  • Assist with disclosure checklists, control documentation, and adherence to internal reporting controls and SOX‑related requirements (where applicable).
  • Build and maintain repeatable datasets that combine accounting system data, administrator files, and operational metrics used in reporting.
  • Develop dashboards and reporting views (e.g., close status, AUM movements, performance drivers, variance bridges) using BI tools and advanced Excel.
  • Use SQL and/or Python or other similar toolsto automate recurring reporting processes, reconciliations, and data validation checks.
  • Identify data inconsistencies and design controls or monitoring logic to improve data integrity, lineage, and auditability.
  • Partner with Technology and Finance stakeholders on enhancements to reporting systems, data pipelines, and reporting tools.
  • Work closely with Accounting, FP&A, Investor Relations, Legal/Compliance, and senior leadership to deliver timely, decision‑useful reporting.
  • Translate complex financial and analytical outputs into clear, concise insights for non‑technical stakeholders.
  • Contribute to process improvement initiatives that increase efficiency, scalability, and reporting quality.
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