What are the responsibilities and job description for the Senior Accountant, Financial Reporting position at Taylor Root?
Senior Accountant, Financial Reporting
New York City | Hybrid
$120,000–$140,000 base plus bonus
We’re working on a Senior Accountant search with a global alternative asset manager based in New York City.
The position sits within a centralized finance function. You’ll work directly alongside a VP, contribute to SEC/public company reporting deliverables, coordinate with platform finance and FP&A teams, and engage with external administrators on data and reporting workflows.
The firm is actively building out automation infrastructure (Alteryx, Power BI) and wants someone who can grow into that process improvement work overtime.
Responsibilities:
- Supporting SEC reporting and public company financial disclosures across the credit platform
- Coordinating financial reporting deliverables across multiple investment finance teams
- Advising on fund-specific accounting treatments and complex fund structures
- Reviewing variance reports and operational performance metrics
- Interfacing with third-party administrators and internal accounting teams
- Contributing to automation and reporting workflow improvements
Qualifications:
- 2–4 years in public accounting, Big 4 strongly preferred
- CPA required (completed or in progress)
- Direct exposure to alternative fund structures
- Familiarity with SEC reporting or public company financial disclosures
- Working knowledge of fund structures, fee waterfalls, leverage, and NAV concepts
- Excel proficiency required, Alteryx, Power BI, or Advent Geneva a plus