CAPTRUST · 5 days ago
Financial Reporting Senior Associate
Raleigh, NC
Full-time
Onsite
Mid Level
3+ years expCAPTRUST is seeking a Financial Reporting Senior Associate to join their finance team to assist with financial reporting, month-end close process, and technical accounting analysis. This role involves preparing year-end audited financial statements, improving existing processes, and maintaining accounting policies while collaborating with external auditors and supporting compliance with GAAP.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Jeeymi Aguilar Escobar
Responsibilities
Prepare audited financial statements and footnote disclosures, including balance sheet, P&L, statement of members’ equity, and cash flow reports
Partner with external auditors to coordinate annual financial statement audit
Identify process improvements to stream-line audit process and work with the appropriate parties to implement
Assist with ad hoc monthly/quarterly reporting
Assist in researching technical accounting guidance for new accounting pronouncements and drafting technical accounting memos
Support compliance with GAAP and internal policies
Support ad hoc initiatives such as process improvement projects, stock compensation and fixed asset accounting
Qualification
Required
Bachelor's degree in accounting
3-5 years of experience in a finance/accounting role
Preferred
CPA designation
Knowledge of Generally Accepted Accounting Principles (GAAP)
Advanced proficiency in Microsoft Office specifically Excel
Financial reporting background
Organization skills with a strong sense of priority, urgency, and commitment to deadlines in a fast-paced environment
Detail oriented with a commitment to accuracy and a desire to learn
Interpersonal skills to work collaboratively with colleagues at all levels
Excellent verbal and written communication skills
Benefits
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase