Controllers-NEW YORK-Associate-Financial Accounting

Location(s) US-NY-New York
Job ID
Schedule Type
Full Time
Business Unit
Management Rptg & Analysis
Employment Type


The successful applicant will have a broad ranging role within the Management Reporting team.  Primary responsibilities include assisting in the preparation and analysis of external and internal documents, including the firm’s Earnings Release, other related quarterly/annual SEC and Regulatory reports, and senior executive and board of director presentations, as well as Management Reporting deliverables, including reporting packages for the firm’s Senior Management.  Diligence, attention to detail, and superb analytical, interpersonal and organizational skills are a must.  The applicant should also have excellent writing skills, possess the ability and confidence to work well with a broad range of teams across the firm, consistently deliver and meet tight reporting deadlines, have a very strong team focus and be able to multi-task.  Financial services industry experience is especially useful.  Experience in producing management reporting is also a plus.


Principal Responsibilities:

  • Preparation and analysis of external and internal documents, including:
    • Facilitating the firm’s quarterly Earnings Release document preparation,
    • Drafting the Results of Operations disclosure for the firm’s 10-Qs/10-Ks, and
    • Reviewing senior executive and board of director presentations.
    • For each of the above, ensuring timely submission of inputs and deliverables, participating in review meetings with subject matter experts, analyzing disclosures, and coordinating review packages for Senior Management.
  • Reporting and analysis on firmwide P&L (profit and loss) results for internal and external reporting purposes, including:
    • Daily, weekly, monthly and quarterly P&L and metrics reporting to the firm’s Senior Management
    • Provide detailed analysis on segment revenues and metrics in preparation for the external reporting process
  • Coordination and heavy interaction with Controllers, divisional CFO teams, Investor Relations, and Financial Planning & Analysis, as well as interaction with numerous other internal departments.



  • Degree in Accounting (preferred), Finance or other business discipline a must.
  • 4 to 7 years of relevant work experience, preferably in Public Accounting or in Financial Services industry. CPA is a plus.
  • Proficiency in Microsoft Excel and Word is required.
  • Proven ability to work effectively within a team environment.
  • Excellent writing, interpersonal and communication skills are a must. An understanding of financial product terminology is preferable.
  • Excellent organizational skills and multi-tasking abilities (e.g., time management and efficiency)
  • Strong analytical skills (i.e. being able to identify and research issues)

Self-motivated and results driven


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