Senior Financial Reporting Analyst

Houlihan Lokey•Los Angeles, CA

About The Position

We are seeking a highly skilled Senior Financial Reporting Analyst to join our Finance team. This role will report to the VP of Financial Reporting and will be responsible for accounting and reporting activities associated with both internal and external financial reporting requirements, routinely collaborating with different functions across the company. The ideal candidate will have a robust SEC reporting and accounting background, excellent analytical skills, and the ability to communicate complex concepts clearly to both finance and business stakeholders.

Requirements

Bachelor’s degree in accounting; CPA license is mandatory.
Minimum 3-4 years of experience in public accounting (Big 4 or similar tier), with a focus on SEC reporting.
Deep knowledge of U.S. GAAP and SEC reporting requirements.
Strong technical research and documentation skills.
Excellent written and verbal communication skills, with the ability to explain complex reporting concepts to non-technical stakeholders.
Ability to manage multiple priorities in a fast-paced environment and work independently with minimal supervision.

Nice To Haves

Additional industry experience in financial services or broker-dealer environments is a plus but not required.
Prior experience working in a corporate accounting or finance role is a plus but not required.
Advanced proficiency in Excel and familiarity with ERP systems (e.g., Oracle, SAP) is a plus.

Responsibilities

Prepare Financial Deliverables: Draft various quarterly internal and external financial reporting deliverables, including (but not limited to) financial updates for the Board of Directors and Audit Committee, external Investor Presentations, Forms 10-Q/K, and Earnings Releases on Form 8-K.
Ensure Compliance: Ensure that all reporting complies with U.S. Generally Accepted Accounting Principles (GAAP), tax regulations, SEC requirements, etc.
Drive Innovation & AI Adoption: Identify process improvements and implement best practices, including championing the adoption of AI tools and technologies within the accounting and reporting functions.
Budget Reporting: Prepare and distribute monthly and quarterly budget reports, including regional office budgets, global budgets, and department-specific budgets.
Ad-Hoc Analysis: Develop and deliver ad-hoc internal reporting deliverables and analyses as requested by leadership.
Maintain SOX Adherence: Ensure strict adherence to Sarbanes-Oxley (SOX) requirements and maintain robust internal controls over financial reporting processes.
Audit Support: Facilitate and support internal and external audit requests related to various financial reporting activities.