About the Opportunity
We are currently hiring a Senior Associate of Financial Reporting for one of our clients in New York City – a publicly traded, multi-strategy real estate finance platform backed by an $11B AUM alternative asset manager. The firm focuses on originating, acquiring, and financing small- to mid-balance commercial real estate loans, with active deal flow and a strong capital markets presence. This is a high-impact role with exposure to SEC reporting, complex financial statements, and technical accounting, offering direct visibility to senior leadership and collaboration across legal, treasury, and investor relations. The company is known for its collegial, flexible culture, clear path for internal promotion, and genuine work-life balance — with a hybrid schedule (NYC office, 3 days/week).
The annual base salary range is $125,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.
Job Responsibilities
- Contribute to the drafting and review of SEC filings, including 10-Ks, 10-Qs, 8-Ks, proxy statements, and other disclosures, ensuring accuracy and compliance with regulatory deadlines
- Prepare and analyze financial statements in accordance with U.S. GAAP, including income statements, balance sheets, cash flow statements, and supporting footnotes
- Research and interpret complex accounting issues to ensure alignment with U.S. GAAP and SEC standards; help maintain and update internal accounting policies
- Assist in the creation of internal financial reporting packages such as monthly and quarterly management reports, board materials, and variance analyses
- Collaborate with legal, treasury, and investor relations teams to ensure consistency and accuracy across financial and regulatory reporting
- Support quarterly reviews and annual audits by preparing schedules, gathering documentation, and responding to external auditor requests
- Identify opportunities to streamline and enhance financial reporting processes for greater efficiency and accuracy
- Help monitor compliance with securities regulations, including Section 16 and Section 13 reporting, and support internal controls under SOX guidelines
- Perform additional reporting tasks and financial analyses as needed to support strategic initiatives and business decision-making
Job Requirements
- Bachelor’s degree in Accounting, Finance, or a related field; CPA track is a plus
- 6–10 years of experience in financial reporting, SEC filings, or public accounting, with a preference for backgrounds in real estate, capital markets, or financial services
- Strong understanding of U.S. GAAP and SEC reporting requirements
- Proficiency in ERP and financial reporting tools such as NetSuite, Workiva, or similar systems, with Workiva experience preferred
- Advanced Excel skills including pivot tables, VLOOKUPs, and financial modeling
- Excellent analytical and problem-solving abilities with strong attention to detail
- Clear written and verbal communication skills, capable of translating complex financial data for stakeholders
- Demonstrated ability to collaborate across departments and manage competing priorities in a high-paced environment
- Familiarity with securities regulations including public disclosures, offerings, and insider compliance
- Experience in real estate finance or capital markets is preferred
- Knowledge of SOX compliance and internal control standards is preferred
- Understanding of REIT structures and related reporting requirements is preferred
