Financial Reporting Associate

Rockefeller Capital Management • Atlanta, GA

4d

About The Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Reporting Associate. The Financial Reporting Associate will work with our Private Advisor team members and will interact directly and indirectly with high-net-worth clients and outside CPAs. The ideal candidate will have strong analytical and interpersonal skills.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 2 years of experience in a finance related role.
• Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO

Nice To Haves

• CPA or other relevant certifications preferred.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively in a team environment.
• Detail-oriented with a high level of accuracy.

Responsibilities

• Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
• Manage submissions for all financial reports and ensure accuracy and completeness.
• Prepare monthly closing entries and reconcile accounting records.
• Assist with special projects, including system implementations, and ad-hoc financial analyses.
• Work with outside CPAs for tax planning and compliance and document management
• Build relationships with clients and discuss financial and tax matters on a regular basis

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level