Senior Associate - SEC and Financial Reporting

Blue Owl; Short Hills (NJ); On-site; USD 135,000 - 165,000; Full time

Job summary

Blue Owl, based in Short Hills, NJ, seeks a Senior Associate to join the SEC & Financial Reporting Team. This role reports to the Head of SEC & Financial Reporting and focuses on external reporting, SEC compliance, and analytics to improve processes.

The ideal candidate has 5+ years of experience, strong U.S. GAAP knowledge, and CPA is preferred. The position requires accuracy, collaboration across finance teams, and a drive to optimize reporting workflows.

Qualifications

• Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science, or related field.
• 5+ years of relevant professional experience.
• CPA designation preferred.
• Public accounting (Big Four) and/or financial services experience preferred.
• Strong understanding of U.S. GAAP and SEC reporting.
• Advanced Excel; programming/databases experience a plus.
• Excellent communication and multitasking skills.

Responsibilities

• Prepare and review external financial reporting (e.g. 10-Q, 10-K, 8-K, proxy statements).
• Support quarterly earnings materials and management reporting packages.
• Prepare firmwide AUM reporting and performance metrics.
• Assist with disclosure checklists and SOX-related documentation.
• Collaborate with cross-functional teams to support close and reporting processes.
• Provide guidance to offshore team members and promote high-quality deliverables.
• Collaborate with Finance and Technology on reporting system enhancements and automation.
• Monitor emerging accounting standards, SEC regulations, and reporting requirements.
• Assist with quarterly reviews and annual audits; respond to auditor requests.
• Maintain and improve process documentation and reporting procedures.
• Participate in cross-functional projects and strategic initiatives.

Skills

SEC reporting

U.S. GAAP

Financial analysis

Excel advanced

Cross-functional collaboration

SOX compliance

Attention to detail

Communication skills

Education

Bachelor's or Master's in Accounting/Finance

Tools

XBRL

Workiva

Oracle

Job description

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.

With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com

Blue Owl is seeking a highly motivated Senior Associate to join its SEC & Financial Reporting Team. Based in Short Hills, NJ, this role will report to the Head of SEC & Financial Reporting and play a key role in the firm's external reporting, SEC compliance, financial analytics, and reporting process improvement initiatives. The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced, collaborative environment.

Key Responsibilities

• Assist in the preparation and review of external financial reporting, including quarterly and annual filings such as Forms 10-Q, 10-K, 8-K, proxy statements, and other SEC filings, ensuring accuracy, quality, and timely submission.
• Support the preparation of quarterly earnings materials and management reporting packages, including Audit Committee and Board presentations.
• Prepare and analyze firmwide AUM reporting, including key business drivers such as fundraising, deployment activity, and performance metrics, while coordinating with stakeholders across the firm to validate data and ensure consistency.
• Assist with disclosure checklists, disclosure committee materials, and statutory financial statements under both U.S. GAAP and applicable international reporting standards.
• Partner with cross-functional teams to support an efficient financial close and reporting process.
• Build strong working relationships across Finance, Fund Accounting, Legal, Compliance, Corporate Development, Investor Relations, Marketing, Investor Operations, and other business functions.
• Provide guidance, training, and review support to offshore team members to promote professional development and ensure high-quality deliverables.
• Collaborate with Finance and Technology teams on enhancements to reporting systems, data pipelines, automation initiatives, and reporting tools.
• Identify opportunities to strengthen reporting processes, enhance internal controls, improve efficiencies, and document procedures.
• Support compliance with Sarbanes-Oxley (SOX) requirements, including maintaining policies, procedures, and related documentation.
• Monitor and evaluate emerging accounting standards, SEC regulations, and reporting requirements.
• Assist with quarterly reviews and annual audits, including responding to auditor requests.
• Maintain and enhance process documentation and reporting procedures.
• Participate in cross-functional projects and strategic initiatives as needed.

Qualifications

• Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science, or a related field.
• 5+ years of relevant professional experience.
• CPA designation preferred.
• Public accounting experience (Big Four preferred) and/or experience within financial services, alternative asset management, or a public company environment preferred.
• Strong understanding of U.S. GAAP, SEC reporting requirements, and public company reporting practices.
• Advanced Microsoft Excel skills; experience with programming languages, databases, or data analytics tools is a plus.
• Strong analytical, problem-solving, and critical-thinking skills.
• Demonstrated ability to manage multiple priorities and deliver results in a dynamic, fast-paced environment.
• Exceptional attention to detail and organizational skills.
• Strong work ethic, sense of ownership, and willingness to roll up sleeves to get things done.
• Excellent verbal and written communication skills, with the ability to effectively collaborate across teams and levels of the organization.
• Ability to work both independently and collaboratively, with a strong intellectual curiosity and commitment to continuous learning.

Preferred Qualifications

• Experience with XBRL reporting.
• Experience using Workiva.
• Experience with Oracle or other general ledger systems, including journal entry processing.
• Advanced Microsoft PowerPoint skills.
• Experience leveraging modern AI tools, including prompt-based assistants and workflow automation technologies, to improve efficiency and enhance output quality.

The base annual salary range for this New Jersey based position will be $150,000. Actual salary offered will be based on the candidate's skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors