What are the responsibilities and job description for the Revenue Finance Associate position at Rockefeller Capital Management?
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position
The Corporate Controllers team plays a critical role in ensuring the financial integrity of Rockefeller Capital Management. This individual will play an essential role in supporting the firm’s revenue-related financial operations and reporting. The role requires a strong understanding of financial and accounting principles, excellent analytical skills, and the ability to collaborate across functions in a fast-paced environment. As a part of this dynamic team, you will work closely with leaders to maintain high standards of accuracy, efficiency, and transparency.
Responsibilities
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position
The Corporate Controllers team plays a critical role in ensuring the financial integrity of Rockefeller Capital Management. This individual will play an essential role in supporting the firm’s revenue-related financial operations and reporting. The role requires a strong understanding of financial and accounting principles, excellent analytical skills, and the ability to collaborate across functions in a fast-paced environment. As a part of this dynamic team, you will work closely with leaders to maintain high standards of accuracy, efficiency, and transparency.
Responsibilities
- Lead key aspects of the monthly close process, including preparing journal entries and performing revenue account reconciliations
- Ensure timely and accurate recognition of all revenue streams
- Collaborate with other accounting and finance teams to resolve issues and streamline the close process
- Oversee the daily cash process, ensuring timely and accurate reporting of cash inflows and outflows
- Assist with preparation of client invoices while partnering with technology on automation
- Record client payments and maintain AR sub-ledger within accounting system
- Prepare monthly, quarterly reports, providing variance analysis and actionable insights
- Interact with various support teams within different office locations (NYC, Hamilton, Stamford, Saratoga)
- Bachelor’s degree in accounting, finance or related field required. CPA or MBA preferred.
- 3 - 5 years of experience in revenue accounting, finance or related roles, preferably within financial services
- Advanced proficiency in Microsoft Excel with ability to design and maintain financial models and drive high quality financial presentations
- Excellent communication and presentation skills, with the ability to convey complex financial concepts
- Ability to work independently and participate as a team player in a cross functional environment
- High attention to detail and a commitment to delivering high-quality work
- Analytical mindset with a proactive approach to problem solving
- Adaptability and comfort working in a fast-paced, evolving environment
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
