Financial Reporting Lead

Rockefeller Capital Management•Jersey City, NJ

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, CPA preferred
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

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