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Financial Reporting Associate Jobs in Suwanee, GA

Jacobsen Daniels

Financial Controls Associate

Atlanta, GA · On-site

$70K - $80K/yr

This information will be reported accurately and timely between clients, stakeholders, financial ... Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another ...

Jacobsen|Daniels

Financial Controls Associate

Atlanta, GA · On-site

$70K - $80K/yr

This information will be reported accurately and timely between clients, stakeholders, financial ... Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another ...

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Financial Reporting Associate information

What does a financial reporting associate do?

A Financial Reporting Associate is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure that all financial documents comply with regulatory requirements and company policies. Their role often includes collaborating with accounting teams, assisting with audits, and supporting the month-end or year-end close processes. Attention to detail, strong analytical skills, and knowledge of financial regulations are essential for success in this position.

What are the key skills and qualifications needed to thrive as a financial reporting associate, and why are they important?

To thrive as a Financial Reporting Associate, you need strong analytical abilities, attention to detail, and a background in accounting or finance, typically supported by a bachelor's degree. Familiarity with financial reporting standards (like GAAP or IFRS), advanced Excel skills, and experience with ERP systems such as SAP or Oracle are commonly required. Excellent organizational skills, clear communication, and the ability to work under deadlines help individuals excel in this role. These skills ensure the accurate preparation of financial statements, compliance with regulatory requirements, and effective collaboration with stakeholders.

What are some common challenges financial reporting associates face when consolidating financial statements across multiple entities?

One common challenge Financial Reporting Associates encounter is ensuring accuracy and consistency when consolidating financial statements from various subsidiaries or departments, especially if each uses different accounting systems or follows slightly different processes. This often requires strong attention to detail, effective communication with other teams, and a solid understanding of relevant accounting standards like GAAP or IFRS. Additionally, tight reporting deadlines can make it more difficult to resolve discrepancies quickly, so time management and problem-solving skills are crucial for success in this role.

What is the difference between Financial Reporting Associate vs Financial Analyst?

AspectFinancial Reporting AssociateFinancial Analyst
Primary FocusPreparing financial statements, ensuring compliance, and reporting accuracyAnalyzing financial data, forecasting, and providing investment insights
Required SkillsAccounting knowledge, attention to detail, familiarity with reporting standardsFinancial modeling, data analysis, strategic thinking
CertificationsCPA or similar accounting credentials often preferred CFA, CPA, or related certifications beneficial
Work EnvironmentCorporate finance or accounting departments, often in finance or accounting firmsInvestment firms, corporate finance, consulting

The main difference is that Financial Reporting Associates focus on preparing and verifying financial reports, ensuring compliance with standards, while Financial Analysts analyze financial data to support decision-making and strategic planning. Both roles require strong analytical skills and relevant certifications, but their core responsibilities differ in scope and purpose.

What are the most commonly searched types of Financial Reporting jobs in Suwanee, GA?

The most popular types of Financial Reporting jobs in Suwanee, GA are:

What are popular job titles related to Financial Reporting Associate jobs in Suwanee, GA?

For Financial Reporting Associate jobs in Suwanee, GA, the most frequently searched job titles are:

What job categories do people searching Financial Reporting Associate jobs in Suwanee, GA look for?

The top searched job categories for Financial Reporting Associate jobs in Suwanee, GA are:

Financial Reporting Associate jobs near you
Infographic showing various Financial Reporting Associate job openings in Suwanee, GA as of June 2026, with employment types broken down into 63% Full Time, 33% Part Time, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Financial Reporting Associate

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Re-posted 14 days ago

Job description

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
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Reporting
Associate. The Financial Reporting Associate will work with our Private Advisor team members and will interact directly and indirectly with high-net-worth clients and outside CPAs. The ideal candidate will have strong analytical and interpersonal skills.
Responsibilities
  • Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
  • Manage submissions for all financial reports and ensure accuracy and completeness.
  • Prepare monthly closing entries and reconcile accounting records.
  • Assist with special projects, including system implementations, and ad-hoc financial analyses.
  • Work with outside CPAs for tax planning and compliance and document management
  • Build relationships with clients and discuss financial and tax matters on aregular basis

Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA or other relevant certifications preferred.
  • Minimum of 2 years of experience in a finance related role.
  • Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO

Skills
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively in a team environment.
  • Detail-oriented with a high level of accuracy.

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.

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