Senior Associate - Financial Reporting (North of Boston)

Senior Associate – Financial Reporting
North Shore of Boston, MA | Hybrid Work Model

We are partnering with a leading asset management organization seeking a Senior Associate, Financial Reporting, to join its high-performing Finance team. This is a strong opportunity to step into a visible, hands-on role supporting complex external reporting across a global platform.

This firm operates with a partnership-driven, entrepreneurial culture and a lean corporate structure, offering meaningful exposure across the organization and direct impact on reporting and process improvement initiatives.

The Opportunity
The Senior Associate will be responsible for supporting the preparation and coordination of SEC and statutory financial reporting, working closely with Finance leadership, cross-functional teams, and external auditors. This role offers a blend of technical accounting, reporting, and analytical work within a collaborative and fast-paced environment.

Key Responsibilities

• Prepare SEC filings, including 10-K, 10-Q, and 8-K

• Support international statutory and regulatory reporting across multiple jurisdictions

• Assist with financial statement preparation and disclosure support for the holding company and subsidiaries

• Coordinate with internal Finance teams and external auditors on reporting deliverables

• Perform financial analysis and ad hoc reporting for senior management

• Enhance reporting processes and leverage systems/tools to improve efficiency and accuracy

• Maintain and reconcile financial reporting records across entities

Qualifications

• Bachelor’s degree in Accounting required

• 2–4 years of experience, including at least 2 years in public accounting (audit/assurance preferred, Big 4 strongly preferred)

• CPA preferred but not required

• Strong Excel skills; familiarity with Workiva or ERP systems is a plus

• Strong analytical, organizational, and communication skills

• Ability to manage multiple priorities in a deadline-driven environment

• Team-oriented mindset with a proactive and professional approach

Why This Role

• High-visibility role within a global asset management platform

• Exposure to both U.S. SEC reporting and international statutory reporting

• Collaborative, entrepreneurial culture with strong leadership access

• Hybrid flexibility and North Shore office location

• Robust benefits and long-term career development opportunities

This is an excellent opportunity for a public accounting professional looking to transition into a high-impact corporate finance role within a sophisticated investment organization.

If interested, please reach out directly to Kyle Archer for a confidential discussion at karcher@daleyaa.com

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