Job summary
Job post source
This job is directly from Rockefeller Capital Management
Job overview
The Financial Reporting Associate role at Rockefeller Capital Management involves preparing and analyzing financial statements to support high-net-worth clients and internal teams, contributing to accurate financial reporting and client service.
Responsibilities and impact
The role includes preparing financial statements, managing report submissions, monthly closing entries, reconciling records, assisting with special projects, working with outside CPAs, and maintaining client relationships regarding financial and tax matters.
Experience and skills
Candidates should have a bachelor's degree in Accounting, Finance, or related field, preferably CPA certified, with at least 3 years of financial reporting experience, proficiency in accounting software and Excel, strong analytical, communication, and interpersonal skills, and attention to detail.
Work environment and culture
Rockefeller Capital Management values diversity and inclusion, offering an equal opportunity environment without discrimination based on protected characteristics.
Company information
Rockefeller Capital Management is a leading independent financial advisory firm established in 2018, originating from the Rockefeller family office founded in 1882, managing $151 billion in client assets across 30 U.S. markets and London.
Team overview
The position is within the Private Advisor team of the Rockefeller Global Family Office business unit, working closely with team members and interacting with clients and outside CPAs.
Unique job features
The role offers direct interaction with high-net-worth clients and involvement in special projects like system implementations, distinguishing it from typical financial reporting positions.
Company overview
Rockefeller Capital Management is a leading financial services firm that provides strategic advice to ultra-high-net-worth individuals, families, institutions, and corporations. They generate revenue through wealth management, asset management, and strategic advisory services. Founded in 2018, the company builds on the legacy of the Rockefeller family, known for their historical influence in finance and philanthropy. Their comprehensive approach integrates investment management, financial planning, and family office services, emphasizing personalized client relationships and long-term growth.
How to land this job
Tailor your resume to highlight your experience in preparing and analyzing financial statements, balance sheets, and income statements, as these are core responsibilities for the Financial Reporting Associate role at Rockefeller Capital Management.
Emphasize your proficiency with accounting software such as QuickBooks Online (QBO) and advanced Excel skills, as well as your ability to manage monthly closing entries and reconcile accounting records accurately.
Apply through multiple platforms including Rockefeller Capital Management's official corporate careers site and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current employees in the Private Advisor or Financial Reporting teams at Rockefeller Capital Management on LinkedIn; use ice breakers like commenting on recent company initiatives in wealth management or asking about their experience working with high-net-worth clients to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial reporting,' 'accounting reconciliation,' 'tax compliance,' 'financial analysis,' and 'client relationship management' to ensure it passes automated screening.
Use Jennie Johnson's Power Apply feature to automate your applications across multiple sites, tailor your resume to each job posting, and identify LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and refining your professional profile.
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