Financial Reporting Manager
rockefellercapitalmanagement
finance

Job Description:

The Financial Reporting Manager will be responsible for leading the analysis, preparation, and delivery of consolidated financial reports for clients of Rockefeller Global Family Office. This individual will manage a team of four financial reporting professionals while maintaining direct involvement in complex client reporting, financial analysis, and special projects. This role will serve as a key leader within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering team development and operational excellence.

Daily Responsibilities:

Lead, mentor, and develop a team of four Financial Reporting professionals, providing coaching, performance management, training, and career development support. Oversee the preparation and review of balance sheets, profit and loss statements, consolidated financial reports, and ad hoc analytical reporting for ultra-high-net-worth clients. Establish and maintain quality control standards, ensuring the accuracy, consistency, and timeliness of all client deliverables. Manage team workload, priorities, and resource allocation to ensure service levels and deadlines are consistently met. Remain actively involved in the preparation and review of complex client financial reports and analyses. Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting. Partner closely with Wealth Planning, Client Advisors, and other stakeholders to address client reporting needs and deliver actionable financial insights. Drive process improvements, reporting efficiencies, and best practices across reporting systems and workflows. Serve as a subject matter expert on client reporting methodologies, financial reporting standards, and reporting technology platforms. Act as the final reviewer and escalation point for complex reporting issues and client inquiries. Participate in strategic initiatives and special projects to enhance the reporting function and overall client experience.

Job Requirements:

Bachelor's Degree in Accounting, Finance, or related field required; CPA strongly preferred. 15+ years of relevant accounting, financial reporting, or family office experience. Prior experience leading, supervising, or mentoring financial professionals. Strong understanding of investment assets and related reporting, including equities, fixed income, alternatives, and partnership investments. Experience managing multiple priorities and deadlines in a client service-oriented environment. Experience with fixed income and alternative investments strongly preferred.

Compensation:

The anticipated base salary range for this role is $175,000 to $200,000.

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

n/a

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