Associate, Financial Reporting - SEC and Management Reporting

Athene; New York (NY); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Discretionary annual bonus

Comprehensive benefits package

Job summary

Apollo Global Management in New York, NY is seeking a Financial Reporting Associate Director to support the broader financial reporting team, ensuring SEC, GAAP and SOX compliance and accurate management reporting for key stakeholders.

You will partner with Legal Entity Controllers, Strategic Finance, and Corporate Consolidation to deliver timely filings, analyses, and commentary, while advancing governance and process improvements in a fast-paced environment.

Qualifications

• 3-5 years’ experience U.S. GAAP technical accounting expertise.
• SEC reporting experience and CPA or equivalent preferred.
• Mix of Big 4/Financial Services industry experience preferred.
• Strong drive and initiative, keen attention to detail and strong willingness to learn.
• Collaborative to liaise across functions and workstreams, able to work independently.

Responsibilities

• Preparation of quarterly Earnings Release, Form 10-Q and annual Form 10-K filings for Apollo Global Management.
• Preparation and review of footnote and MD&A disclosures
• Collection and analyses of non-GAAP metrics and fund performance data
• Validation and documentation of financial statement support
• Assist in ensuring that the filings are SEC, GAAP and SOX compliant
• Assist in preparing quarterly internal reporting deliverables to senior management, including Management Committee, Audit Committee, and CFO Earnings Packages
• Assist in maintaining a sound SOX controls environment and ensuring proper documentation of our SOX processes
• Ensure accuracy and integrity of internal and external reporting deliverables across AGM financial systems; investigate and resolve reconciling items as required
• Continue to advance and improve workflow surrounding financial reporting process with a focus on automating and streamlining processes
• Manage the maintenance of our data collection systems, financial reporting software, general ledger reports and document retention systems
• Ad Hoc requests and special projects as necessary

Skills

US GAAP

SEC reporting

Big 4/Financial Services

Excel

Workiva

OneStream

Education

CPA or equivalent preferred

Tools

Workiva

OneStream

Job description

Position Overview

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.

The Financial Reporting Associate Director is responsible for helping to support the broader financial reporting team, and ensure that our financial statements are SEC, GAAP and SOX compliant for Apollo Global Management and our management reporting is accurate, consistent and timely for key stakeholders. The position will partner with other members of the broader Finance team including Legal Entity Controllers, Strategic Finance, and Corporate Consolidation.

Primary Responsibilities

• Preparation of quarterly Earnings Release, Form 10-Q and annual Form 10-K filings for Apollo Global Management.
• Preparation and review of footnote and MD&A disclosures
• Collection and analyses of non-GAAP metrics and fund performance data
• Validation and documentation of financial statement support
• Assist in ensuring that the filings are SEC, GAAP and SOX compliant
• Assist in the preparation and review of quarterly flash and snapshot results including detailed commentary and analysis, and monthly/quarterly AGM financial results packages, including income statement analysis
• Assist in preparing quarterly internal reporting deliverables to senior management, including Management Committee, Audit Committee, and CFO Earnings Packages
• Assist in maintaining a sound SOX controls environment and ensuring proper documentation of our SOX processes
• Ensure accuracy and integrity of internal and external reporting deliverables across AGM financial systems; investigate and resolve reconciling items as required
• Continue to advance and improve workflow surrounding financial reporting process with a focus on automating and streamlining processes
• Manage the maintenance of our data collection systems, financial reporting software, general ledger reports and document retention systems
• Ad Hoc requests and special projects as necessary

Qualifications & Experience

• 3-5 years’ experience U.S. GAAP technical accounting expertise.
• SEC reporting experience and CPA or equivalent preferred.
• Mix of Big 4/Financial Services industry experience preferred.
• Strong drive and initiative, keen attention to detail and strong willingness to learn.
• Individual must be collaborative to effectively liaise with colleagues across various functions and workstreams, as well as be able to work independently.
• A forward thinking, creative individual with high ethical standards.
• Proficient in Excel.
• Proficiency in Workiva, OneStream or any prior analytical experience in forecasting, modeling, or financial analysis is a plus.
• Superior verbal, written and analytical skills, with ability to interpret fund performance metrics and identify unusual trends.
• Strong communication skills with ability to coordinate across the firm to improve business processes independently and effectively.
• Excellent organizational and interpersonal skills, including the ability to resolve internal differences and observe confidentiality.
• Role requires individual to be nimble and flexible to balance multiple tasks simultaneously in a fast-paced environment.
• The ability to take on a task and “run with it” to conclusion is a critical characteristic of this role.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf.

We strive to be:

• The leading provider of retirement income solutions to institutions, companies, and individuals.
• The leading provider of capital solutions to companies.
• Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations.
• We are committed to helping them build stronger businesses.
• A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.
• We are building a unique firm of extraordinary colleagues who:
• Outperform expectations
• Challenge Convention
• Champion Opportunity
• Lead responsibly
• Drive collaboration

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

Pay Range $110,000 – $130,000

Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

What Makes Apollo...Apollo Our People Our History Sustainability & Impact Life At Apollo Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.