Management Reporting and Compensation Associate (914EACA)

Referment; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Referment, in collaboration with a global investment firm, is seeking an associate for a management-reporting team within financial operations in New York. The role blends recurring operational duties with analytical work to produce senior-leader-level insights.

You will prepare data, reconcile figures, and support models and reporting used for planning and decision-making. The position emphasizes precise execution and a clear understanding of the business context behind the data, with

Qualifications

• At least two years of experience in finance, accounting, operations, or closely related field.
• Strong Excel-based analysis and reporting skills for compensation and accounting work.
• Excellent organization, attention to detail, and reliability for recurring responsibilities.
• Ability to balance operational execution with analysis and learn new processes quickly.
• Strong communication and project-management skills with capability to handle heavy workloads.
• High ethical standards when working with sensitive information.

Responsibilities

• Deliver recurring compensation, accounting, operational, and reporting activities including data preparation and reconciliation.
• Contribute to compensation models, variance analysis, trend reporting, and bespoke senior-management analysis.
• Work across high-volume workflows while maintaining accuracy under competing deadlines.
• Anticipate stakeholder needs, investigate issues, and ensure critical processes run without interruption.
• Support workflow improvements through automation, technology adoption, and use of generative AI.
• Manage confidential financial and compensation information with strong judgment and discretion.

Skills

Excel analytics

Data reconciliation

Financial reporting

Attention to detail

Stakeholder communication

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

Job description

Referment is working with a global investment firm seeking an associate for a management-reporting team within financial operations. The group produces analysis and executive-ready information for senior leadership, with particular attention to compensation and the economics of the management business.

The role deliberately combines recurring operational responsibility with more interpretive analytical work. You will help keep sensitive core processes accurate and dependable, while contributing to models and reporting that support planning and leadership decisions. It is a good fit for someone who takes pride in precise execution but also wants to understand and explain the commercial meaning behind the data.

The Role

• Deliver recurring compensation, accounting, operational, and reporting activities, including data preparation, reconciliation, and related controls.
• Contribute to compensation models, variance analysis, trend reporting, and bespoke analysis for senior decision-makers.
• Work across high-volume workflows and complex transactions, maintaining accuracy and composure when several deadlines compete.
• Anticipate stakeholder and team needs, investigating issues proactively and ensuring critical processes continue without interruption.
• Support improvements to workflows through automation, better technology adoption, and thoughtful use of generative AI.
• Manage confidential financial and compensation information with consistently strong judgment and discretion.

What We're Looking For

• At least two years of experience in finance, accounting, operations, or another closely related field.
• Strong Excel-based analysis and reporting skills, with the accuracy required for compensation and accounting-related work.
• Excellent organisation, close attention to detail, and a dependable approach to recurring responsibilities.
• The ability to balance operational execution with analysis, learning unfamiliar processes quickly and identifying what stakeholders will need next.
• Strong communication and project-management skills, including experience handling substantial workloads and competing priorities.
• High ethical standards and confidence working with particularly sensitive information.

Desirable Experience

Previous exposure to compensation processes, operational reporting, accounting workflows, automation, or finance technology would be useful, but these are supporting rather than universal requirements.

This could suit a management-reporting analyst, compensation-finance associate, fund or management-company accountant, or finance-operations professional who wants a broader combination of process ownership and leadership-facing analysis.

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