Financial Reporting Analyst- Senior Associate

Position Summary:  

Are you a colleague who would thrive using advanced analytical skills, financial expertise, and stakeholder management to ensure accurate, timely reporting to executive leadership? Do you welcome an opportunity to own a critical monthly process that directly impacts Board of Directors and Executive Committee decision-making? If yes, we believe you would be an outstanding fit for our Senior Associate - Financial Reporting Analyst role. 

As a Senior Associate - Financial Reporting Analyst, you will serve as the specialist responsible for overseeing our monthly Financial Package reporting process, ensuring data quality and consistency across our growing organization. You will manage complex data models, coordinate with cross-functional teams, and serve as the subject matter expert for financial reporting analytics that support strategic decision-making at the highest levels of the organization.

Primary Responsibilities 

• Monthly Financial Package Ownership: 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 

• Data Model Management: 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 

• Power BI Report Development & Maintenance: Own the Financial Package Power BI report and related dashboard development, ensuring optimal performance, user experience, and alignment with evolving business requirements 

• Quality Assurance & Validation: Conduct comprehensive data validation processes, identifying and resolving discrepancies in revenue recognition, asset flows, and fee calculations while maintaining detailed audit trails 

• Merger Integration: Support consistent financial reporting for newly acquired firms and guide system conversions, ensuring seamless integration of financial data from acquired entities into consolidated reporting 

• Cross-Functional Leadership: Coordinate with Data Engineering, Finance, Operations, and business unit leaders to resolve data issues, implement process improvements, and ensure alignment on reporting requirements 

• Stakeholder Management: Interface with executives, analysts, and client-facing business leaders, translating complex technical concepts into actionable business insights 

• Process Documentation & Improvement: Maintain comprehensive documentation of reporting processes, data lineage, and business rules while continuously identifying opportunities for automation and efficiency gains 

• Data Governance: Ensure compliance with internal controls and regulatory requirements, maintaining high standards for data accuracy and reporting consistency 

Required Qualifications: 

• Financial Expertise: 3-10 years of experience in Accounting, FP&A, or financial analytics roles with deep understanding of financial statements, revenue recognition, and performance measurement 

• Industry Background: Experience working for a Registered Investment Advisor (RIA), financial services firm, or corporate tax environment strongly preferred 

• Technical Proficiency: Advanced skills in SQL (PostgreSQL preferred), Power BI, and Excel with experience managing complex data models and automated reporting processes 

• Analytical Mindset: Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines 

• Communication Excellence: Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership 

• Project Leadership/Management: Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority 

• Problem-Solving Skills: Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective 

• Educational Foundation: Bachelor's degree in Accounting, Finance, Business, or related quantitative field; CPA or relevant professional certifications a plus 

Compensation Range:

$100,000 - $115,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.