Job Description
Bring your financial reporting and control mindset to work that directly supports transparent, trusted reporting. You will partner across lines of business to turn complex data into clear, accurate results that meet regulatory expectations. This role offers broad exposure to financial statements, balance sheet governance, and end‑to‑end reporting processes. If you enjoy problem‑solving, improving data quality, and collaborating with stakeholders, you will thrive here.
As an Associate in External Reporting, you help oversee financial statements and management reporting to support a strong control environment and validate key balance sheet items. You partner with teams across the firm to coordinate quarterly results, apply accounting treatments, and help ensure compliance with corporate and regulatory requirements. You contribute to accurate, complete submissions and clear communication of financial information, while helping us continuously improve reporting quality and process efficiency.
Job responsibilities
Apply current product, industry, and market knowledge to specialized reporting areas
Consolidate and review quarterly financial data to confirm accuracy and completeness
Analyze quarter‑over‑quarter variances and identify drivers and anomalies
Coordinate data collection and quarterly results with lines of business and reporting partners (including regulatory and securities reporting teams)
Assess reporting issues, document outcomes, and support timely resolution
Communicate financial results clearly and elevate potential issues proactively
Support the production, review, and filing of monthly, quarterly, semi‑annual, and annual regulatory reports
Reconcile regulatory filings with other published financial reports to confirm consistency and completeness
Execute proofing, controls, and edit checks to help protect the integrity of reported results
Interpret regulatory requirements and coordinate internal and external policy alignment
Build and maintain effective relationships with lines of business and external regulatory constituents through ongoing partnership and dialogue
Required qualifications, capabilities, and skills
Relevant experience in a finance organization with exposure to accounting, financial statements, and/or regulatory reporting
Demonstrated experience consolidating, reviewing, and analyzing financial results and variances
Ability to interpret reporting requirements and apply them accurately in day‑to‑day work
Strong proficiency in Microsoft Excel and related computer skills used for financial analysis and reporting
Strong analytical and problem‑solving skills, with attention to detail and data integrity
Strong written and verbal communication skills, including the ability to explain financial information clearly
Strong organizational skills and the ability to manage multiple deadlines and deliverables
Ability to collaborate effectively across diverse teams, locations, and lines of business
Preferred qualifications, capabilities, and skills
Bachelor’s degree in Accounting or Finance
Experience in Product Control or Financial Control
Knowledge of securities reporting and/or regulatory reporting processes
Project management experience supporting process improvements and data‑quality initiatives
Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. VisitourFAQs for more information about requesting an accommodation.
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Bring your financial reporting and control mindset to work that directly supports transparent, trusted reporting. You will partner across lines of business to turn complex data into clear, accurate results that meet regulatory expectations. This role offers broad exposure to financial statements, balance sheet governance, and end‑to‑end reporting processes. If you enjoy problem‑solving, improving data quality, and collaborating with stakeholders, you will thrive here.
As an Associate in External Reporting, you help oversee financial statements and management reporting to support a strong control environment and validate key balance sheet items. You partner with teams across the firm to coordinate quarterly results, apply accounting treatments, and help ensure compliance with corporate and regulatory requirements. You contribute to accurate, complete submissions and clear communication of financial information, while helping us continuously improve reporting quality and process efficiency.
Job responsibilities
Apply current product, industry, and market knowledge to specialized reporting areas
Consolidate and review quarterly financial data to confirm accuracy and completeness
Analyze quarter‑over‑quarter variances and identify drivers and anomalies
Coordinate data collection and quarterly results with lines of business and reporting partners (including regulatory and securities reporting teams)
Assess reporting issues, document outcomes, and support timely resolution
Communicate financial results clearly and elevate potential issues proactively
Support the production, review, and filing of monthly, quarterly, semi‑annual, and annual regulatory reports
Reconcile regulatory filings with other published financial reports to confirm consistency and completeness
Execute proofing, controls, and edit checks to help protect the integrity of reported results
Interpret regulatory requirements and coordinate internal and external policy alignment
Build and maintain effective relationships with lines of business and external regulatory constituents through ongoing partnership and dialogue
Required qualifications, capabilities, and skills
Relevant experience in a finance organization with exposure to accounting, financial statements, and/or regulatory reporting
Demonstrated experience consolidating, reviewing, and analyzing financial results and variances
Ability to interpret reporting requirements and apply them accurately in day‑to‑day work
Strong proficiency in Microsoft Excel and related computer skills used for financial analysis and reporting
Strong analytical and problem‑solving skills, with attention to detail and data integrity
Strong written and verbal communication skills, including the ability to explain financial information clearly
Strong organizational skills and the ability to manage multiple deadlines and deliverables
Ability to collaborate effectively across diverse teams, locations, and lines of business
Preferred qualifications, capabilities, and skills
Bachelor’s degree in Accounting or Finance
Experience in Product Control or Financial Control
Knowledge of securities reporting and/or regulatory reporting processes
Project management experience supporting process improvements and data‑quality initiatives
Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. VisitourFAQs for more information about requesting an accommodation.
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