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  • Location: Stamford-Greenwich CT
  • Type: Perm
  • Job #23485

Company Overview:
A leading financial technology firm with over $200 billion in global client assets is seeking a Financial Reporting professional to join its Corporate Finance department. This role involves shaping financial reporting processes and engaging in strategic projects within a dynamic environment.

Job Responsibilities:

  • Assist with managing day-to-day accounting operations for various domestic and international entities, including booking journal entries and maintaining support schedules.
  • Prepare monthly and annual financial statements and notes for entities requiring audits.
  • Coordinate audits for legal entities and manage communication with auditors.
  • Maintain appropriate SOX controls documentation.
  • Assist with the preparation of monthly, quarterly, and annual financial statements for internal review of legal entities, specifically the broker-dealer and other regulated entities.
  • Maintain and enhance variance analysis for legal entities.
  • Ensure timely completion of all required filings, reports, and regulatory documents for legal entities.
  • Liaise with third-party firms and internal teams to gather information for quarterly and annual tax returns and provisions.
  • Manage timely payment of monthly, quarterly, and annual tax installments.
  • Maintain and effectuate company-wide expense allocation process.
  • Implement and maintain internal control frameworks to ensure financial integrity.
  • Prepare memos and financial workbooks relating to complex transactions, including acquisitions and changes in accounting policy.
  • Analyze the financial condition of acquirees as part of due diligence for potential acquisitions.

Qualifications:

  • Bachelor’s or master’s degree in accounting.
  • CPA certified or a candidate currently in process.
  • 2+ years of relevant experience in the accounting or auditing field; exposure to broker-dealers is preferred.
  • Advanced Excel skills (e.g., XLOOKUPs, pivot tables, etc.).
  • Experience with or knowledge of General Ledger systems (e.g., Oracle NetSuite, SAP) is preferred.
  • General US GAAP accounting knowledge.
All offers include base + bonus + equity 

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