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 escalate 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
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