The Senior Associate – Accounting, Reporting & Controls is a senior role within the Finance department and will lead the development, implementation and maintenance of global accounting policies, processes and controls that are compliant with GAAP, IFRS and other applicable regulatory standards globally. This role must be able to independently address a wide variety of technical accounting and reporting issues while also exhibiting superior leadership skills and problem-solving ability. The successful candidate will have external audit experience in a large public accounting firm and / or experience applying accounting, reporting and internal controls in a global organization.
Responsibilities:
- Manage the external reporting function for Dimensional’s global investment advisor and broker dealer entities
- Implement process improvements and automation related to the consolidation and financial reporting cycle
- Analyze corporate initiatives and complex transactions to ensure accounting implications of actions being considered are understood by the decision makers
- Manage multiple financial projects simultaneously and achieve objectives within specified deadlines
- Identify, research and resolve reporting and technical accounting issues
- Assess the impact of new accounting standards and reporting governance standards and lead the development of related implementation strategies as required
- Oversee the design, monitoring and maintenance of financial controls consistent with Sarbanes Oxley standards
- Serve as a key contact to external auditors related to periodic operational and financial statement audits
- Leads periodic training sessions, including debriefing senior management on new technical developments
Qualifications:
- Bachelor or higher degree in Accounting or Finance
- 4+ years of accounting or finance experience
- CPA with experience in public accounting
- Strong knowledge of US GAAP and international accounting principles
- Strong knowledge of PCAOB and other internal control requirements
- Demonstrated experience managing high-performing teams
- Ability to manage multiple projects with accuracy and efficiency while meeting deadlines
- Superior problem-solving ability
- Excellent communication, critical, analytical, and interpersonal skills
- Ability to work well independently and in a team environment with minimal supervision
- Ability to balance attention to detail while still seeing the big picture
- Ability to work in a fast-paced environment
- Experience developing processes that leverage the benefits of an ERP system
Preferred Qualifications:
- Global asset management industry experience
- Financial reporting experience with non-US investment advisor regulators
- 3+ years of SEC experience, including SOX related compliance and testing
- Experience with Oracle Cloud ERP, or similar enterprise software systems
- Experience managing SOC-1 audits
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