Position SummaryBlue Owl is seeking a Senior Associate / Vice President to join its SEC & Financial Reporting Team. This role will be based in Short Hills, NJ and reports to the head of SEC and Financial Reporting.
Responsibilities- Assist in the preparation of the Company's external financial reporting process, including quarterly and annual reporting (Form 10-Q/K, Form 8-K, proxy statement, and other SEC filings as required), ensuring the highest degree of quality with timely deliverables
- Assist in the preparation of quarterly earnings and management reporting materials, including Audit Committee and Board meeting materials
- Assist in the preparation and analysis of firmwide AUM including key drivers such as fundraise and deployment data, while interacting with various teams to validate inputs and ensure consistency across reporting
- Assist in the preparation of disclosure checklists, disclosure committee materials and statutory financial statements using both U.S. and international reporting standards
- Coordinate amongst various groups to facilitate an efficient close and reporting process
- Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams
- Provide guidance, training and feedback, including review of key deliverables, to our offshore team to support skill development and consistent delivery
- Partner with technology and finance stakeholders on enhancements to reporting systems, data pipelines, and reporting tools
- Proactive effort to help identify gaps in current reporting processes and participate in the implementation of new controls and strategic solutions, improving processes, resolving inefficiencies and documenting tasks
- Ensure compliance with Sarbanes-Oxley requirements and maintain policies and procedures
- Monitor and interpret changes in accounting standards and regulations
- Assist with quarterly review / annual audit requests
- Maintain procedures documentation
- Support cross functional projects
Qualifications:- Bachelor's or Master's degree in Accounting, Finance, Business Analytics, Data Science or other related fields
- 6+ years of relevant professional experience
- CPA preferred
- Big four or financial services industry / alternative asset manager experience preferred
- Understanding of U.S. GAAP and SEC rules
- Advanced excel skills, programming language / database experience a plus
- Strong analytical and problem-solving skills
- Highest level of ethics and integrity
- Demonstrated drive for results and ability to prioritize risks and projects to focus on what's important in a fast-paced, entrepreneurial environment
- Excellent planning and organization skills; meticulous attention to detail is a must
- Strong work ethic and willingness to roll up sleeves to get things done
- Excellent interpersonal skills, including oral and written communication
- Work Independently and in a team environment with an intellectual curiosity to learn more
- XBRL experience a plus
- Experience working with Workiva a plus
- Experience working with Oracle or other general ledger systems, including processing journal entries, a plus
- Advanced MS PowerPoint skills a plus
- Experience using modern AI tools a plus, such as prompt-based assistants and workflow automation, to streamline processes and enhance output quality
It is expected that the base annual salary range for this New Jersey based position will be $150,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
