Financial Reporting Lead

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

The Financial Reporting Lead is responsible for the analysis and production of consolidated financial reports for clients of the Global Family Office. This individual participates in the collaborative and team-centric approach to servicing clients across the Wealth Planning Center.

• Prepare and review balance sheets, profit & losses, consolidated reports, and ad hoc analytical reports
• Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.)
• Update and review financial reports and provide analysis to the planning team
• Respond to the planning team requests in a timely and accurate manner
• Provide technical expertise in client reporting processes and systems
• Act as a reviewer for other employees performing similar functions

• Bachelor's Degree in Accounting or related field required, CPA preferred
• 15+ years of related experience with a broad understanding of investment assets and associated reports
• Experience with Fixed Income/Alternative assets a plus

• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
• Advanced QuickBooks Online skills
• Strong attention to detail with excellent analytical skills
• Highly motivated, organized, and diligent with ability to work independently or as a team
• Effective communication skills
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

The anticipated base salary range for this role is $160,000 to $175,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.