Position Overview
We are seeking an experienced and detail-oriented Vice President, Financial Reporting to lead external financial reporting processes, with a strong emphasis on SEC reporting, consolidated financial statements, and regulatory compliance. The ideal candidate will bring deep technical accounting expertise, strong knowledge of U.S. GAAP, and experience operating in a complex financial services, asset management, or fund environment.
This role will partner closely with senior finance leadership, auditors, legal/compliance teams, and business stakeholders to ensure accurate, timely, and transparent financial reporting.
Primary Responsibilities
SEC & Regulatory Reporting
Lead preparation and review of SEC filings, including Forms 10-K, 10-Q, 8-K, and other required disclosures.
Ensure compliance with U.S. GAAP, SEC regulations, and applicable reporting standards.
Manage disclosure controls and procedures and support SOX compliance initiatives.
Coordinate with external auditors and regulatory bodies during quarterly and annual reporting cycles.
Monitor emerging accounting guidance and SEC developments and assess impact on the organization.
Financial Statement Preparation & Consolidation
Oversee preparation of consolidated financial statements across multiple legal entities, subsidiaries, and investment vehicles.
Manage consolidation processes, intercompany eliminations, and supporting schedules.
Ensure accuracy and completeness of balance sheet, income statement, cash flow, and equity reporting.
Lead the financial reporting implementation and presentation of complex transactions.
Drive process improvements, automation initiatives, and reporting efficiencies.
Qualification and Experience
Required
Bachelor's degree in accounting or finance.
CPA strongly preferred.
7+ years of progressive accounting and financial reporting experience.
Exceptional attention to detail and accuracy.
Ability to manage tight deadlines and multiple reporting cycles.
Executive presence and strong communication skills.
Collaborative and solutions-oriented mindset.
Ability to operate effectively in a fast-paced environment.
Strong SEC reporting experience, including preparation/review of 10-Ks and 10-Qs.
Deep knowledge of U.S. GAAP and financial statement consolidation.
Experience working with external auditors and internal controls/SOX environments.
Financial reporting systems proficiency.
Experience with complex legal entity structures and multi-entity consolidations.
Preferred
Experience within asset management, private credit, hedge funds, alternative investments, or financial services.
Fund reporting or investment vehicle reporting experience.
Familiarity with Workiva, Oracle, SAP, NetSuite, or similar reporting platforms.
Base Salary Range
$130,000 to $190,000