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Financial Reporting Manager

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Robert Half

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Location:
United States , Newport Beach

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting.

Job Responsibility:

  • Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making
  • Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness
  • Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners
  • Review transaction structures to confirm alignment with established requirements, controls, and governing agreements
  • Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements
  • Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages
  • Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review

Requirements:

  • 10+ years of experience in financial reporting, accounting, or finance within the financial services or investment industry
  • Prior experience operating at the Manager or Controller level
  • Strong background in fund accounting and asset management environments
  • Demonstrated expertise in regulatory reporting, investor reporting, and ad hoc financial analysis
  • Knowledge of SEC financial reporting practices and related compliance expectations
  • Proficiency with Excel and PowerPoint for analysis, reporting, and executive-level presentation materials
  • Ability to work onsite in Newport Beach, California, five days per week
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) or deferred compensation plan (if eligible)
  • paid time off
  • paid holidays

Additional Information:

Job Posted:
May 13, 2026

Work Type:
On-site work
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