Financial Reporting Manager

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

The Financial Reporting Manager will be responsible for leading the analysis, preparation, and delivery of consolidated financial reports for clients of Rockefeller Global Family Office. This individual will manage a team of four financial reporting professionals while maintaining direct involvement in complex client reporting, financial analysis, and special projects. This role will serve as a key leader within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering team development and operational excellence.

Responsibilities

• Lead, mentor, and develop a team of four Financial Reporting professionals, providing coaching, performance management, training, and career development support.
• Oversee the preparation and review of balance sheets, profit and loss statements, consolidated financial reports, and ad hoc analytical reporting for ultra-high-net-worth clients.
• Establish and maintain quality control standards, ensuring the accuracy, consistency, and timeliness of all client deliverables.
• Manage team workload, priorities, and resource allocation to ensure service levels and deadlines are consistently met.
• Remain actively involved in the preparation and review of complex client financial reports and analyses.
• Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting.
• Partner closely with Wealth Planning, Client Advisors, and other stakeholders to address client reporting needs and deliver actionable financial insights.
• Drive process improvements, reporting efficiencies, and best practices across reporting systems and workflows.
• Serve as a subject matter expert on client reporting methodologies, financial reporting standards, and reporting technology platforms.
• Act as the final reviewer and escalation point for complex reporting issues and client inquiries.
• Participate in strategic initiatives and special projects to enhance the reporting function and overall client experience.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required; CPA strongly preferred.
• 15+ years of relevant accounting, financial reporting, or family office experience.
• Prior experience leading, supervising, or mentoring financial professionals.
• Strong understanding of investment assets and related reporting, including equities, fixed income, alternatives, and partnership investments.
• Experience managing multiple priorities and deadlines in a client service-oriented environment.
• Experience with fixed income and alternative investments strongly preferred.

Skills

• Demonstrated leadership and people management capabilities.
• Strong accounting, financial reporting, and analytical skills.
• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook); proficiency with financial reporting and accounting systems.
• Advanced QuickBooks Online or other general ledger platform skills.
• Ability to lead through influence while remaining highly hands-on in day-to-day deliverables.
• Exceptional attention to detail and commitment to quality.
• Strong project management and organizational skills.
• Effective communication and relationship management skills.
• High level of integrity, professionalism, and discretion when handling confidential information.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.