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Financial Reporting Associate Jobs (NOW HIRING)

United Dairy Farmers

Financial Reporting Manager

Norwood, OH · On-site

$97K - $133K/yr

The Financial Reporting Manager is responsible for overseeing the company's external financial ... Responsible for growing associate engagement within the team as measured by regular engagement ...

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Financial Reporting Associate information

Who is higher, an associate or an analyst?

In financial reporting roles, an analyst typically holds a higher position than an associate. Analysts often have more experience and may be responsible for more complex analysis and decision-making, while associates support these tasks and handle routine reporting. The specific hierarchy can vary by organization, but generally, analysts are considered senior to associates.

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 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 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.

Will AI replace financial analysts?

AI can automate routine tasks in financial analysis, such as data collection and basic reporting, but it is unlikely to fully replace financial analysts. Analysts' skills in interpretation, strategic decision-making, and client communication remain essential, and AI tools are typically used to enhance their work rather than replace it.

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.

Is FP&A an entry level job?

Financial Planning and Analysis (FP&A) roles are often entry-level positions, but they can also require some prior experience or relevant skills such as Excel proficiency and financial modeling. Entry-level FP&A jobs typically focus on data analysis, budgeting, and reporting, and may require a bachelor's degree in finance, accounting, or a related field.

What is a financial reporting associate?

A financial reporting associate is responsible for preparing, analyzing, and ensuring the accuracy of financial statements and reports. They often use accounting software and have strong attention to detail, typically requiring knowledge of accounting standards and financial regulations. This role supports the transparency and compliance of an organization’s financial information.
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Financial Reporting Associate jobs near you
Infographic showing various Financial Reporting Associate job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.
Associate, Accounting & Financial Reporting

Associate, Accounting & Financial Reporting

Pathstone

Atlanta, GA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

 

Job Description: The Reporting Associate is a core member of the Personal CFO Services team, supporting the preparation, reconciliation, and delivery of financial reporting for ultra-high-net-worth clients with multi-entity structures.

This role focuses on executing high-quality financial reporting and ensuring data integrity across client entities, while partnering closely with Reporting Managers and cross-functional teams. The Associate plays a key role in maintaining accurate financial records, completing reconciliations, and contributing to a reliable financial source of truth.

Key Responsibilities:

Financial Reporting and Close

  • Support monthly, quarterly, and annual close processes across multi-entity structures
  • Prepare draft entity-level and consolidated financial reports for review
  • Assist in ensuring accuracy and alignment across client entities and reporting periods
  • Perform quarter-over-quarter variance analysis and support explanation preparation

Investment and Partnership Accounting

  • Assist with accounting for investment portfolios, including partnerships and alternative assets
  • Track capital activity, including contributions, distributions, and allocations
  • Reconcile investment activity between custodians and general ledger

Inter-Entity Accounting and Reconciliation

  • Support intercompany accounting and reconciliation across client entities
  • Track and reconcile inter-entity balances
  • Investigate and escalate discrepancies for resolution

Cash Management and Reconciliations

  • Perform bank, credit card, and brokerage reconciliations
  • Validate cash activity against expected transactions
  • Identify and follow up on outstanding reconciling items

Systems and Data Integrity

  • Maintain accurate financial data within Sage Intacct or similar systems
  • Assist in identifying data inconsistencies and support resolution
  • Ensure alignment between internal records and external data sources

Project Management and Execution

  • Support the reporting calendar and assist in meeting deadlines
  • Manage assigned tasks across multiple engagements
  • Ensure work is completed, documented, and communicated appropriately

Cross-Functional Coordination

  • Partner with Reporting Managers, Advisory, and Tax teams to support reporting needs
  • Ensure financial data is organized and accessible for broader use
  • Contribute to reducing rework through accuracy and consistency

Client and Family Office Support

  • Prepare supporting materials for client deliverables
  • Assist with ad hoc reporting and analysis requests
  • Operate in a fast-paced, high-expectation environment

Forward-Looking Analysis

  • Support cash flow tracking and liquidity reporting
  • Assist in preparing data for forward-looking financial insights

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field required
  • 1 - 3+ years of experience in public accounting, family office, or financial services
  • Exposure to multi-entity or partnership accounting preferred
  • Experience with Sage Intacct or similar accounting systems preferred
  • Strong Excel skills and comfort working with large datasets
  • Foundational reconciliation and analytical capabilities
  • Strong attention to detail and accuracy
  • Ability to manage multiple tasks and meet deadlines
  • Willingness to learn and develop within a complex environment
  • Clear and professional communication skills
  • Ability to work effectively within a team
  • Strong organizational discipline, work ethic, and ownership mindset
  • Comfort working with complex data and evolving processes
  • Interest in developing expertise in family office accounting and reporting

What Success Looks Like:

  • Accurate and timely completion of assigned reporting and reconciliations
  • Minimal errors and strong attention to detail
  • Increasing independence in handling client work
  • Effective collaboration with team members and managers
  • Growing understanding of multi-entity structures and reporting

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it. 

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