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Job Description

Senior Financial Reporting Analyst role focused on SEC and management reporting, using analytics and reporting automation to support executive decision-making.

Responsibilities

  • Contribute to external SEC/regulatory filings and internal management reporting across the corporate finance organization
  • Prepare, maintain, and improve recurring management reporting packages, executive dashboards, and ad hoc variance analyses
  • Support quarter-end and year-end close and reporting cycles, including audit workpapers, tie-outs, and documentation requests
  • Use SQL, Tableau, and advanced BI tools to analyze large datasets, investigate variances, reconcile multi-source data, and articulate business drivers
  • Help design, build, and maintain interactive reporting tools, data outputs, and automated visual dashboards
  • Identify and execute automation opportunities to reduce manual workflows, strengthen data controls, improve reporting accuracy, and support cross-functional systems and data governance initiatives

Requirements

  • 3+ years of progressive experience in public accounting audit, financial reporting, or a hybrid accounting/analytics role
  • Bachelor’s degree in Accounting, Finance, Information Systems, or a related field
  • Proficiency with advanced Excel plus SQL, Tableau, Power BI or comparable reporting and data visualization tools
  • Strong working knowledge of U.S. GAAP, financial statements, and corporate reporting processes; experience supporting public company SEC/regulatory reporting or enterprise management reporting is strongly preferred
  • High attention to detail, strong reconciliation discipline, and effective communication across accounting, audit, and technology teams

Technologies

  • SQL
  • Tableau
  • Power BI
  • Excel

Preferred Qualifications

  • Active CPA license or active progress toward CPA certification
  • Experience querying, modeling, or bridging data from modern ERPs and enterprise data warehouses

Location & Compensation

  • Location: New York, NY (hybrid)
  • Salary: USD 125,000 - 150,000 per year

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