Financial Reporting Associate: AI & Automation Innovator

Referment; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Referment, a global investment firm, is seeking an associate to join its Financial Reporting group. The role blends core accounting and reporting duties with the opportunity to drive innovation by partnering with technology teams on GAI and automation initiatives.

You will prepare and analyze financial statements across multiple funds, support investor and regulatory reporting, and help design scalable, GAi-enabled workflows from concept to daily use.

Qualifications

• Bachelor's or master's in accounting/finance with 2–4 years in accounting/financial reporting
• Interest in fund structures, reporting, and automation using GAI
• Strong analytical, numerical, and collaborative skills with attention to detail

Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial statements for multiple entities.
• Conduct account analyses and investor, management, and regulatory reporting.
• Collaborate with tech teams to implement AI-driven reporting workflows.
• Support special projects like launching new fund vehicles and ad hoc requests.

Skills

Financial reporting

Accounting

GAAP knowledge

Analytical skills

Communication

Team collaboration

CPA optional

Education

Accounting or Finance degree

Tools

GAI platforms

Automation software

Job description

Referment, a global investment firm, is seeking an associate to join its Financial Reporting group. The role blends core accounting and reporting duties with the opportunity to drive innovation by partnering with technology teams on GAI and automation initiatives.

You will prepare and analyze financial statements across multiple funds, support investor and regulatory reporting, and help design scalable, GAi-enabled workflows from concept to daily use.