What are the responsibilities and job description for the Vice President, SEC Financial Reporting position at Blue Owl Capital Holdings LLC?
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.
With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. 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 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.
Position Summary
Blue Owl is seeking a Principal to join its SEC & Financial Reporting Team. This role will be based in Short Hills, NJ and reports to the head of SEC and Financial Reporting.
Responsibilities
- Assist in the preparation and review of the Company’s external financial reporting process, including quarterly and annual reporting (Form 10-Q/K, Form 8-K, proxy statement, and other SEC filings as required), ensuring the highest degree of quality with timely deliverables
- Assist in the preparation and review of quarterly earnings and management reporting materials, including Audit Committee and Board meeting materials
- Assist in the preparation and review of AUM data, disclosure checklists, disclosure committee materials and statutory financial statements
- Coordinate amongst various groups to facilitate an efficient close and reporting process
- Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams
- Proactive effort to help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions, improving processes, resolving inefficiencies and documenting tasks
- Ensure compliance with Sarbanes-Oxley requirements and maintain policies and procedures
- Monitor and interpret changes in accounting standards and regulations and assess their impact on financial reporting and compliance
- Assist with quarterly review / annual audit requests
- Support cross functional projects
Qualifications:
- Bachelor’s or Master’s degree in Accounting or Finance
- CPA required, big four experience preferred
- 12 years of relevant professional experience working on SEC / financial reporting, preferably in the financial services industry / alternative asset manager space with a mix of public accounting experience
- Strong understanding of U.S. GAAP and SEC rules
- Advanced excel skills required, SQL or other programming language / database experience a plus
- Strong analytical and problem-solving skills
- Highest level of ethics and integrity
- Demonstrated drive for results and ability to prioritize risks and projects to focus on what’s important in a fast-paced, entrepreneurial environment
- Excellent planning and organization skills; meticulous attention to detail is a must
- Strong work ethic and willingness to roll up sleeves to get things done
- Excellent interpersonal skills, including oral and written communication
- Work Independently and in a team environment with an intellectual curiosity to learn more
- Experience working with Workiva a plus
- Experience working with Oracle or other general ledger systems, including processing journal entries, a plus
- Advanced MS PowerPoint skills a plus
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
