Financial Reporting Associate

Rockefeller Capital Management; Atlanta (GA); On-site; USD 65,000 - 85,000; Full time

Job summary

Rockefeller Capital Management seeks a Financial Reporting Associate to join its Private Advisor team. The role involves preparing and analyzing financial statements and coordinating with high-net-worth clients and CPAs, while ensuring timely and accurate reporting.

The ideal candidate will hold a degree in Accounting or Finance, with at least 2 years in a finance-related role and a preference for CPA or equivalent certification. Strong Excel and accounting software skills are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or other relevant certifications preferred.
• Minimum of 2 years of experience in a finance related role.
• Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO.

Responsibilities

• Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
• Manage submissions for all financial reports and ensure accuracy and completeness.
• Prepare monthly closing entries and reconcile accounting records.
• Assist with special projects, including system implementations, and ad-hoc financial analyses.
• Work with outside CPAs for tax planning and compliance and document management.
• Build relationships with clients and discuss financial and tax matters on a regular basis.

Skills

Analytical skills

Communication skills

Teamwork

Detail-oriented

Education

Bachelor's degree in Accounting or Finance

Tools

Accounting software

Excel

QBO (QuickBooks Online)

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Reporting Associate. The Financial Reporting Associate will work with our Private Advisor team members and will interact directly and indirectly with high-net-worth clients and outside CPAs. The ideal candidate will have strong analytical and interpersonal skills.

Responsibilities

• Prepare and analyze financial statements, balance sheets, and income statements for distribution to family clients, investors, lending institutions and other users.
• Manage submissions for all financial reports and ensure accuracy and completeness.
• Prepare monthly closing entries and reconcile accounting records.
• Assist with special projects, including system implementations, and ad-hoc financial analyses.
• Work with outside CPAs for tax planning and compliance and document management.
• Build relationships with clients and discuss financial and tax matters on a regular basis.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or other relevant certifications preferred.
• Minimum of 2 years of experience in a finance related role.
• Proficiency in accounting software and Microsoft Office applications, particularly Excel and QBO.

Skills

• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively in a team environment.
• Detail-oriented with a high level of accuracy.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.