Financial Reporting Staff Accountant

Job Description

Job Description

The Financial Reporting Staff Accountant will report to the Financial Reporting Manager and support private company and multi-entity reporting. This role contributes to monthly close activities, prepares consolidated close packages, and supports management and regulatory reporting through accurate analysis, reconciliations, forecasting, and financial statement preparation. The Staff Accountant works closely with the Accounting and Finance teams to support reporting requirements, maintain financial data integrity, and contribute to continuous process improvements.

 

Responsibilities

• Support financial reporting for private company and multi-entity operations.
• Prepare external financial reports to fulfill various bank compliance requirements.
• Assist in the preparation of sources and uses reports and other management reports as needed.
• Perform budget-to-actual and month-over-month variance analyses and document explanations for significant fluctuations, in coordination with and subject to review by the Financial Reporting Manager.
• Assist with ensuring compliance with internal and external reporting requirements.
• Provide support for ad hic financial analyses and reporting requests.
• Assist with month-end close activities and prepare consolidated close packages.
• Perform variance analysis and account analyses.
• Prepare and review financial statements for management and regulatory reporting.
• Support budgeting, forecasting, and cash forecasting processes.
• Reconcile broker accounts and balance sheet accounts.
• Perform general ledger accounting activities.
• Contribute to special projects and process improvements.
• Assist the Accounting and Finance teams annual budget preparation.
• Support the development and maintenance of rolling forecasts.
• Assist in preparing cash forecasting schedules and supporting reports.
• Compile financial information and supporting documentation for management reporting needs.

 

Required Qualifications

• Bachelor’s degree in Accounting or Finance required.

 

Preferred Qualifications

• 2 to 5+ years of experience in financial reporting and accounting.
• Proficiency with Microsoft Excel.
• Experience with financial statement preparation, account reconciliation, and general ledger accounting.
• Strong analytical skills and attention to detail.
• Strong written communication skills.
• Experience with Sage Intacct.
• Familiarity with AI-assisted productivity and reporting tools.