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CPA Financial Reporting Manager

6/14/2025

No location specified

Job Summary

A company is looking for an Assistant Vice President, Financial Reporting - Business Development Companies ("BDC").

Key Responsibilities
  • Prepares and reviews quarterly and annual SEC filings (10-Q, 10-K) in compliance with the 1934 and 1940 Acts
  • Ensures accurate and timely XBRL tagging and EDGAR submissions
  • Maintains up-to-date knowledge of SEC and 1940 Act reporting requirements, including disclosure obligations specific to BDCs
Required Qualifications
  • Bachelor's degree in accounting or finance; CPA required
  • 7-10 years of progressive experience in financial reporting, with at least 3 years supporting BDCs or investment companies
  • Experience in a public accounting firm with a focus on investment companies or BDCs
  • Experience working with legal and compliance teams on regulatory filings
  • Management and leadership experience

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