Senior Associate, Financial Reporting Analyst
Cerity Partners
full-time
Posted on:
Location Type: Hybrid
Location: Louisville • Illinois, Kentucky, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $115,000 per year
Job Level
Senior
Tech Stack
PostgresSQL
About the role
- Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to our Finance team for Board and Executive Committee presentations
- Oversee the maintenance and development of sophisticated data models supporting financial reporting, ensuring accuracy and consistency across multiple data sources including Addepar, Orion, Broadridge, and manual data feeds
- Own the Financial Package Power BI report and related dashboard development, ensuring optimal performance, user experience, and alignment with evolving business requirements
- Conduct comprehensive data validation processes, identifying and resolving discrepancies in revenue recognition, asset flows, and fee calculations while maintaining detailed audit trails
- Support consistent financial reporting for newly acquired firms and guide system conversions, ensuring seamless integration of financial data from acquired entities into consolidated reporting
- Coordinate with Data Engineering, Finance, Operations, and business unit leaders to resolve data issues, implement process improvements, and ensure alignment on reporting requirements
- Interface with executives, analysts, and client-facing business leaders, translating complex technical concepts into actionable business insights
- Maintain comprehensive documentation of reporting processes, data lineage, and business rules while continuously identifying opportunities for automation and efficiency gains
- Ensure compliance with internal controls and regulatory requirements, maintaining high standards for data accuracy and reporting consistency
Requirements
- 3-10 years of experience in Accounting, FP&A, or financial analytics roles with deep understanding of financial statements, revenue recognition, and performance measurement
- Experience working for a Registered Investment Advisor (RIA), financial services firm, or corporate tax environment strongly preferred
- Advanced skills in SQL (PostgreSQL preferred), Power BI, and Excel with experience managing complex data models and automated reporting processes
- Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines
- Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership
- Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority
- Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective
- Bachelor's degree in Accounting, Finance, Business, or related quantitative field; CPA or relevant professional certifications a plus
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLPostgreSQLPower BIExcelfinancial reportingdata validationdata modelingrevenue recognitionperformance measurementautomation
Soft skills
attention to detailwritten communicationverbal communicationstrategic thinkinginfluencecoordinationproblem-solvingtime managementpresentation skillscollaboration
Certifications
CPABachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in Businessrelevant professional certifications