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Financial Reporting

Data-Driven Reporting Associate

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Beacon Pointe Advisors LLC
Full Time position
Listed on 2026-01-24
Job specializations:
  • Business
  • Finance & Banking
    Financial Reporting
Job Description & How to Apply Below
A leading investment advisory firm is seeking a Reporting Associate to manage data for performance reporting. The successful candidate will be responsible for client information management, audits, and reporting cycles. A bachelor's degree and 1-2 years of relevant experience in reporting and operations are required. Candidates should possess advanced Excel skills, excellent organization abilities, and strong interpersonal communication. The role offers growth opportunities within a nationally recognized firm.
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Position Requirements
10+ Years work experience
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