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UHNW Financial Reporting Lead
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-18
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Manager
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a Financial Reporting Manager to lead the analysis, preparation, and delivery of consolidated financial reports for ultra-high-net-worth clients. You will manage a four-person team within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering development and operational excellence.
Role involves overseeing balance sheets, P&L, and ad hoc reporting, collaborating with Wealth Planning and Client
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