Senior Associate - SEC and Financial Reporting
About The Position
Blue Owl is seeking a highly motivated Senior Associate to join its SEC & Financial Reporting Team in Short Hills, New Jersey. Reporting to the Head of SEC & Financial Reporting, the Senior Associate will support the firm's external reporting, SEC compliance, financial analytics, and reporting process improvement initiatives. The ideal candidate is detail-oriented, analytical, and effective in a fast-paced, collaborative environment. The role supports accurate and timely external financial reporting and SEC filings, quarterly earnings and management reporting, firmwide assets-under-management analysis, statutory financial statements, financial close activities, audits, and SOX compliance. The Senior Associate will work with teams across Finance, Fund Accounting, Legal, Compliance, Corporate Development, Investor Relations, Marketing, Investor Operations, and Technology, and will provide guidance and review support to offshore team members. The role also contributes to reporting systems and automation improvements, process documentation, internal controls, and monitoring changes in accounting standards and SEC requirements.
Requirements
- Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science, or a related field.
- At least 5 years of relevant professional experience.
- Strong understanding of U.S. GAAP, SEC reporting requirements, and public company reporting practices.
- Advanced Microsoft Excel skills.
- Strong analytical, problem-solving, and critical-thinking skills.
- Ability to manage multiple priorities and deliver results in a dynamic, fast-paced environment.
- Exceptional attention to detail and organizational skills.
- Strong work ethic, sense of ownership, and willingness to take a hands-on approach.
- Excellent verbal and written communication skills and ability to collaborate across teams and organizational levels.
- Ability to work independently and collaboratively, with intellectual curiosity and commitment to continuous learning.
Nice To Haves
- CPA designation.
- Public accounting experience, preferably Big Four, and/or experience in financial services, alternative asset management, or a public company environment.
- Experience with programming languages, databases, or data analytics tools.
- Experience with XBRL reporting.
- Experience using Workiva.
- Experience with Oracle or other general ledger systems, including journal entry processing.
- Advanced Microsoft PowerPoint skills.
- Experience leveraging modern AI tools, including prompt-based assistants and workflow automation technologies, to improve efficiency and output quality.
Responsibilities
- Assist in preparing and reviewing external financial reporting, including quarterly and annual Forms 10-Q and 10-K, Forms 8-K, proxy statements, and other SEC filings, ensuring accuracy, quality, and timely submission.
- Support preparation of quarterly earnings materials and management reporting packages, including Audit Committee and Board presentations.
- Prepare and analyze firmwide AUM reporting, including fundraising, deployment activity, and performance metrics; coordinate with stakeholders to validate data and ensure consistency.
- Assist with disclosure checklists, disclosure committee materials, and statutory financial statements under U.S. GAAP and applicable international reporting standards.
- Partner with cross-functional teams to support an efficient financial close and reporting process.
- Build working relationships across Finance, Fund Accounting, Legal, Compliance, Corporate Development, Investor Relations, Marketing, Investor Operations, and other business functions.
- Provide guidance, training, and review support to offshore team members to support their development and quality deliverables.
- Collaborate with Finance and Technology teams on reporting systems, data pipelines, automation initiatives, and reporting tools.
- Identify opportunities to strengthen reporting processes, enhance internal controls, improve efficiencies, and document procedures.
- Support Sarbanes-Oxley (SOX) compliance, including maintaining policies, procedures, and related documentation.
- Monitor and evaluate emerging accounting standards, SEC regulations, and reporting requirements.
- Assist with quarterly reviews and annual audits, including responding to auditor requests.
- Maintain and enhance process documentation and reporting procedures.
- Participate in cross-functional projects and strategic initiatives as needed.
Benefits
- Employees may be eligible for a discretionary bonus based on factors such as individual and team performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
