What are the responsibilities and job description for the Senior Financial Reporting Analyst position at Houlihan Lokey?
Business Unit:
Accounting
Industry:
No Industry
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Scope:
We are seeking a highly skilled Senior Financial Reporting Analyst to join our Finance team. This role will report to the VP of Financial Reporting and will be responsible for accounting and reporting activities associated with both internal and external financial reporting requirements, routinely collaborating with different functions across the company. The ideal candidate will have a robust SEC reporting and accounting background, excellent analytical skills, and the ability to communicate complex concepts clearly to both finance and business stakeholders.
Key Responsibilities:
External Reporting
Education:
Bachelor’s degree in accounting; CPA license is mandatory.
Experience:
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$110,000-$130,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Accounting
Industry:
No Industry
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Scope:
We are seeking a highly skilled Senior Financial Reporting Analyst to join our Finance team. This role will report to the VP of Financial Reporting and will be responsible for accounting and reporting activities associated with both internal and external financial reporting requirements, routinely collaborating with different functions across the company. The ideal candidate will have a robust SEC reporting and accounting background, excellent analytical skills, and the ability to communicate complex concepts clearly to both finance and business stakeholders.
Key Responsibilities:
External Reporting
- Prepare Financial Deliverables: Draft various quarterly internal and external financial reporting deliverables, including (but not limited to) financial updates for the Board of Directors and Audit Committee, external Investor Presentations, Forms 10-Q/K, and Earnings Releases on Form 8-K.
- Ensure Compliance: Ensure that all reporting complies with U.S. Generally Accepted Accounting Principles (GAAP), tax regulations, SEC requirements, etc.
- Drive Innovation & AI Adoption: Identify process improvements and implement best practices, including championing the adoption of AI tools and technologies within the accounting and reporting functions.
- Budget Reporting: Prepare and distribute monthly and quarterly budget reports, including regional office budgets, global budgets, and department-specific budgets.
- Ad-Hoc Analysis: Develop and deliver ad-hoc internal reporting deliverables and analyses as requested by leadership.
- Maintain SOX Adherence: Ensure strict adherence to Sarbanes-Oxley (SOX) requirements and maintain robust internal controls over financial reporting processes.
- Audit Support: Facilitate and support internal and external audit requests related to various financial reporting activities.
Education:
Bachelor’s degree in accounting; CPA license is mandatory.
Experience:
- Minimum 3-4 years of experience in public accounting (Big 4 or similar tier), with a focus on SEC reporting.
- Additional industry experience in financial services or broker-dealer environments is a plus but not required.
- Prior experience working in a corporate accounting or finance role is a plus but not required.
- Deep knowledge of U.S. GAAP and SEC reporting requirements.
- Strong technical research and documentation skills.
- Excellent written and verbal communication skills, with the ability to explain complex reporting concepts to non-technical stakeholders.
- Advanced proficiency in Excel and familiarity with ERP systems (e.g., Oracle, SAP) is a plus.
- Ability to manage multiple priorities in a fast-paced environment and work independently with minimal supervision.
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$110,000-$130,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Salary : $110,000 - $130,000