Financial Reporting Lead

Rockefeller Capital Management • Arlington, VA

23h • Onsite

About The Position

The Financial Reporting Lead is responsible for the analysis and production of consolidated financial reports for clients of the Global Family Office. This individual participates in the collaborative and team-centric approach to servicing clients across the Wealth Planning Center.

Requirements

• Bachelor's Degree in Accounting or related field required
• 15+ years of related experience with a broad understanding of investment assets and associated reports
• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
• Advanced QuickBooks Online skills
• Strong attention to detail with excellent analytical skills
• Highly motivated, organized, and diligent with ability to work independently or as a team
• Effective communication skills
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

Nice To Haves

• CPA preferred
• Experience with Fixed Income/Alternative assets a plus

Responsibilities

• Prepare and review balance sheets, profit & losses, consolidated reports, and ad hoc analytical reports
• Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.)
• Update and review financial reports and provide analysis to the planning team
• Respond to the planning team requests in a timely and accurate manner
• Provide technical expertise in client reporting processes and systems
• Act as a reviewer for other employees performing similar functions

What This Job Offers

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