SEC Financial Reporting, Associate
$105k - $115kBlue Owl LLC
Associate, Sec Financial Reporting
Blue Owl is looking to hire an Associate to join the SEC Financial Reporting team supporting the firm's external reporting and public company obligations. This role will assist in the preparation of quarterly and annual SEC filings, earnings materials, and Board and Audit Committee meeting materials, while ensuring the highest standards of accuracy, quality, and timeliness. The Associate will play a key role in coordinating across finance, accounting, legal, compliance, and investor-facing teams to support an efficient close and reporting process.
Responsibilities:
- Assist in the preparation of the Company's external financial reporting process, including quarterly and annual reporting (Form 10-Q/K, Form 8-K, proxy statement, and other SEC filings as required), ensuring the highest degree of quality with timely deliverables
- Assist in the preparation of quarterly earnings and management reporting materials, including Audit Committee and Board meeting materials
- Assist in the preparation of firmwide AUM and fundraise data
- Assist in the preparation of disclosure checklists, disclosure committee materials and statutory financial statements using both U.S. and international reporting standards
- Coordinate amongst various groups to facilitate an efficient close and reporting process
- Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams
- Provide guidance, training and feedback, including review of key deliverables, to our offshore team to support skill development and consistent delivery
- Proactive effort to help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions, improving processes, resolving inefficiencies and documenting tasks
- Ensure compliance with Sarbanes-Oxley requirements and maintain policies and procedures
- Monitor and interpret changes in accounting standards and regulations
- Assist with quarterly review / annual audit requests
- Maintain procedures documentation
- Support cross functional projects
Qualifications:
- Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science or other related fields
- 2-5 years of relevant professional experience
- CPA preferred
- Big four or financial services industry / alternative asset manager experience preferred
- Understanding of US GAAP and SEC rules
- Advanced excel skills, programming language / database experience a plus
- Strong analytical and problem-solving skills
- XBRL and Workiva experience a plus
- Experience working with Oracle or other general ledger systems, including processing journal entries a plus
- Advanced MS PowerPoint skills a plus
- Experience using modern AI tools a plus, such as prompt-based assistants and workflow automation, to streamline processes and enhance output quality
It is expected that the base annual salary range for this New Jersey based position will be $105,000 - $115,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Benefits for this role include Health, Dental and Vision insurance, 401(k), Healthcare and Dependent Care Flexible Spending Account, Short Term Disability insurance, Long Term Disability Insurance, Family Planning Support, Paid Time Off, and Leave of Absences. All such benefits are subject to the terms/conditions of the Company's benefits plans and policies.
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
$105k - $115k
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