Multi-Entity Financial Reporting Associate

Pathstone; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Vision & Dental coverage

Flexible PTO

Life Insurance

Education Support

401(k) Plan

Parental Leave

Job summary

Pathstone is seeking a Reporting Associate for its Personal CFO Services team in Atlanta. You will support the preparation, reconciliation, and delivery of financial reporting for ultra‑high‑net‑worth clients with complex multi‑entity structures.

The role emphasizes data integrity, coordinating with Reporting Managers and cross‑functional teams, and delivering accurate, timely reports while maintaining a reliable financial source of truth.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 1–3+ years of experience in public accounting, family office, or financial services.
• Exposure to multi-entity or partnership accounting preferred.
• Experience with Sage Intacct or similar accounting systems preferred.

Responsibilities

• Support monthly, quarterly, and annual close processes across multi-entity structures.
• Prepare draft entity-level and consolidated financial reports for review.
• Assist in ensuring accuracy and alignment across client entities and reporting periods.
• Perform quarter-over-quarter variance analysis and support explanation preparation.
• Maintain accurate financial data within Sage Intacct or similar systems.

Skills

Excel

Data analysis

Attention to detail

Team collaboration

Adaptability

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Sage Intacct

Job description

Pathstone is seeking a Reporting Associate for its Personal CFO Services team in Atlanta. You will support the preparation, reconciliation, and delivery of financial reporting for ultra‑high‑net‑worth clients with complex multi‑entity structures.

The role emphasizes data integrity, coordinating with Reporting Managers and cross‑functional teams, and delivering accurate, timely reports while maintaining a reliable financial source of truth.