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Robert Half Logo Robert Half · Finance

Sr Financial Reporting Analyst

United States, Charlotte · Job Posted July 03, 2026
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Job Description

We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte, North Carolina. This position plays a central role in financial statement preparation, investor reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work closely with cross-functional teams to deliver accurate and timely reporting.

Job Responsibility

  • Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures
  • Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy
  • Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities
  • Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies
  • Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements
  • Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership
  • Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications
  • Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting
  • Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes

Requirements

  • Strong background in financial reporting and fund accounting, with the ability to apply technical accounting guidance in complex investment environments
  • Demonstrated ability to manage reporting across multiple legal entities or fund structures with a high degree of accuracy and attention to detail
  • Excellent organizational skills and the ability to balance competing deadlines in a fast-paced setting
  • Effective communication and collaboration skills for working with internal business partners, auditors, and external service providers
  • Experience reviewing deliverables, giving constructive feedback, and supporting the development of entry-level team members
  • Advanced Microsoft Excel skills are required
  • familiarity with Word and PowerPoint is preferred, and experience with Yardi or Workiva is a plus
  • CPA designation or comparable accounting expertise is preferred, along with strong professionalism, discretion, and independent judgment

Nice to have

  • Commercial real estate and/or private equity industry experience is preferred
  • familiarity with Word and PowerPoint is preferred
  • experience with Yardi or Workiva is a plus
  • CPA designation or comparable accounting expertise is preferred

What we offer

  • Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
  • Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan
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