Financial Reporting Specialist

Our client, an advisory firm in New York, NY, is seeking a Financial Reporting Lead to support their Private Markets Group. The ideal candidate will have 5-10 years of experience, with a strong background in financial reporting and private markets. This role requires expertise in SEC reporting (10-K, 10-Q, etc.), agile delivery, digital solutions, and Jira, as well as the ability to collaborate across multiple time zones.

**must have private markets experience**

Responsibilities Include:

• Gather and document business requirements, working closely with product owners, scrum teams, and business users.
• Facilitate collaboration between stakeholders to define and prioritize features.
• Support the agile development process by ensuring clear communication of business needs.
• Assist in the implementation of digital solutions, ensuring alignment with business objectives.
• Utilize Jira to track and manage project progress.
• Prepare and review SEC filings, including 10-K, 10-Q, and other regulatory reports.
• Ensure compliance with financial reporting standards and regulatory requirements.
• Work effectively across different time zones to coordinate with global teams.

Requirements:

• 5-10 years of experience in a business analyst or financial reporting role within a consulting or investment management firm.
• Experience with private markets is required
• Strong knowledge of SEC reporting requirements, including 10-K, 10-Q, and other regulatory filings.
• Hands-on experience with Jira for managing tasks and workflows.
• Excellent communication and stakeholder management skills.
• Ability to work across multiple time zones and manage global collaboration