Financial Reporting Associate - Private Equity

SDL Search Partners; Boston (MA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus

Profit sharing plan

Hybrid work environment

Opportunities for growth & promotion

Job summary

A financial services recruitment firm is looking for a Financial Reporting Associate in Boston to join a high-growth Private Equity team. The role requires oversight of monthly journal entries, financial statement preparation, and interaction with fund accountants. Candidates should have 1-3 years of experience, preferably with Big 4 Public Accounting exposure. This position offers a hybrid work environment, bonuses, and opportunities for professional growth.

Qualifications

• 1-3 years of experience in Financial Reporting.
• Big 4 / Public Accounting experience preferred.
• Corporate Private Equity experience is a plus.
• Interest in long-term growth and promotion within the organization.

Responsibilities

• Oversee monthly journal entry preparation and reconciliations.
• Interact with fund & tax accountants extensively.
• Prepare quarterly GAAP Financial Statements.
• Quarterly GAAP disclosure items.
• Reconciliation of partner contributions and distributions.
• Preparation of federal and state tax estimates.
• Partner analysis and explanation of tax information as requested.
• Annual preparation of audited Side-by-Side financial statements.

Skills

Experience in Public Accounting

Experience with Financial Services / Private Equity clients

Interest in long-term growth and promotion

Tax estimates

Partner analysis

Education

BS in Accounting, Finance, or related field

Finance degree

Job description

About the job Financial Reporting Associate - Private Equity

High-growth Private Equity firm is looking for a Financial Reporting Associate to add to the team! Candidates will have prior experience in Public Accounting with Financial Services / PE clients, or with prior corporate industry experience.

Compensation:

• + Bonus
• + Profit sharing plan
• Hybrid work environment
• Opportunities for growth & promotion

Responsibilities:

• Oversight of monthly journal entry preparation, review and related reconciliations
• Extensive interaction with our fund & tax accountants
• Quarterly GAAP Financial Statement preparation
• Quarterly GAAP disclosure items
• Reconciliation of Partner Contributions and Distributions
• Preparation of Federal and State Tax Estimates
• Partner analysis and explanation of tax information as requested
• Annual preparation of audited Side-by-Side Financial Statements

Requirements:

• 1-3 years of experience
• Big 4 / Public Accounting experience with Financial Services clients highly preferred
• Corporate Private Equity / Financial Reporting experience is a plus
• Interest in long-term growth & promotion within the organization
• BS in Accounting, Finance, or related field