Revenue Finance Associate

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

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. Increasingly, the team is leveraging automation and emerging technology—including Alteryx and artificial intelligence (AI)—to streamline processes and elevate the quality of financial reporting.

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, partnering with technology to automate manual processes using tools such as Alteryx and AI
• Record client payments and maintain AR sub-ledger within accounting system
• Prepare monthly, quarterly reports, providing variance analysis and actionable insights

Qualifications:

• Bachelor’s degree in accounting, finance, economics or related field required.
• 2-4 years of experience in revenue accounting, finance or related roles, preferably within financial services

Skills:

• Advanced proficiency in Microsoft Excel with ability to design and maintain financial models and drive high quality financial presentations
• Hands-on proficiency with Alteryx (or comparable data analytics and automation platforms) to automate data preparation, build repeatable workflows, and improve the speed and accuracy of revenue reporting
• Demonstrated ability to apply artificial intelligence (AI) and generative AI tools to streamline analysis, automate routine tasks, and surface actionable insights that drive process efficiency
• Excellent written and verbal communication and presentation skills, with the ability to clearly convey complex financial concepts to both finance and non-finance stakeholders
• Strong time management and organizational skills, with the ability to prioritize competing demands, manage multiple deadlines, and consistently deliver under the cadence of a fast-paced monthly close
• 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

Compensation Range:

The anticipated base salary range for this role is $80,000 to $100,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure:

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”).

 

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