Overview

Financial Reporting Jobs in New York, NY at ApTask

Title: Financial Reporting

Company: ApTask

Location: New York, NY

This temporary role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.

Key Responsibilities

  • Support and participate in key automation and process improvement initiatives
  • Assist with ongoing deliverables, including calculation and delivery of Firm equity and carried interest estimates to the Firm’s General Ledger
  • Perform weekly monitoring and forecasting of current quarter projected investment related revenue, including public market pricing, FX impacts, and private valuation estimates
  • Produce quarterly PPNR revenue and balance sheet forecasts, including assumption collection, input validation, and review of model outputs across revenue streams and related expenses
  • Partner with cross functional Finance teams to enhance financial processes, controls, and systems
  • Contribute to ad hoc analyses, projects, and initiatives as business needs arise

Required Skills & Qualifications

  • Strong organizational, communication, and interpersonal skills
  • Experience creating, enhancing, and maintaining process documentation
  • Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Power BI experience preferred
  • Familiarity with financial systems such as TM1 is a plus
  • Demonstrated attention to detail, accuracy, and adherence to deadlines
  • Strong control mindset with sound problem solving and critical thinking skills
  • Ability to manage multiple priorities effectively in a fast paced environment
  • Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, Credit) preferred
  • Bachelor’s degree in Finance, Accounting, or a related field preferred

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at [email protected].

Applicant Consent:

By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or [email protected]. Message frequency may vary. Msg & data rates may apply.

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