Financial Reporting

About Client

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The client is committed to corporate responsibility and sustainability, aiming to make a positive impact on society through initiatives such as environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

$48-$51.86 per hour

This temporary role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.

• Support and participate in key automation and process improvement initiatives
• Assist with ongoing deliverables, including calculation and delivery of firm equity and carried interest estimates to the firm’s General Ledger
• Perform weekly monitoring and forecasting of current quarter projected investment‑related revenue, including public market pricing, FX impacts, and private valuation estimates
• Produce quarterly PPNR revenue and balance sheet forecasts, including assumption collection, input validation, and review of model outputs across revenue streams and related expenses
• Partner with cross‑functional finance teams to enhance financial processes, controls, and systems
• Contribute to ad‑hoc analyses, projects, and initiatives as business needs arise

• Strong organizational, communication, and interpersonal skills
• Experience creating, enhancing, and maintaining process documentation
• Proficiency in Microsoft Office applications, particularly Excel and PowerPoint;
  Power BI experience preferred
• Familiarity with financial systems such as TM1 is a plus
• Demonstrated attention to detail, accuracy, and adherence to deadlines
• Strong control mindset with sound problem‑solving and critical‑thinking skills
• Ability to manage multiple priorities effectively in a fast‑paced environment
• Working knowledge of private alternative investment structures and operations (e.g., private equity, real estate, credit) preferred
• Bachelor’s degree in finance, accounting, or a related field preferred

Non‑benefitted (other than those mandated under state or federal law). Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to employees.