Financial Reporting Analyst

Overview

• Contribute to the financial reporting processes of a leading financial services firm, ensuring compliance with regulatory standards and delivering accurate, timely reports.
• Assist in preparing SEC filings, including 8-K, 10-Q, and 10-K, while maintaining adherence to GAAP and internal controls.
• Collaborate with cross-functional teams to gather and analyze financial data, supporting strategic decision-making and reporting accuracy.
• Engage in stock administration tasks, including Form 4 filings and dividend payment processing, ensuring compliance with regulations.
• Support audit processes by providing necessary documentation and analyses, ensuring compliance with SOX 404 requirements.
• Participate in preparing comprehensive reporting packages for executive management and stakeholders.
• Perform competitive peer analyses and ad-hoc financial analyses to support organizational objectives.
• Contribute to maintaining compliance with SEC and NYSE rules, enhancing the firm's regulatory readiness.

Key Responsibilities & Duties

• Prepare and manage workpapers and analyses supporting financial statement disclosures in SEC filings.
• Coordinate external press releases and assist investor relations functions to ensure consistent communication.
• Complete quarterly disclosure checklists to ensure compliance with GAAP and SEC reporting standards.
• Maintain accurate share count schedules and oversee stock administration responsibilities.
• Provide analytical support for financial reporting and regulatory compliance tasks.
• Collaborate with internal teams to gather data for financial reporting purposes.
• Support the preparation of financial reports for management and stakeholders.
• Ensure adherence to internal controls over financial reporting and compliance standards.

Job Requirements

• Bachelor’s degree in accounting or finance is required.
• Minimum of 2 years of professional experience in accounting or financial reporting.
• Preferred experience in a large-tier accounting firm or public company.
• Proficiency in GAAP and internal controls over financial reporting.
• Advanced proficiency with Microsoft Office applications, especially Excel.
• Strong analytical, problem-solving, and interpersonal skills.
• Excellent written and oral communication skills are critical.
• Ability to work on-site and collaborate with teams effectively.