Revenue Finance Associate

About the role

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Responsibilities

• Lead key aspects of the monthly close process, including preparing journal entries and performing revenue account reconciliations
• Ensure timely and accurate recognition of all revenue streams
• Collaborate with other accounting and finance teams to resolve issues and streamline the close process
• Oversee the daily cash process, ensuring timely and accurate reporting of cash inflows and outflows
• Aid in preparation of client invoices, partnering with technology to automate manual processes using tools such as Alteryx and AI
• Record client payments and maintain AR sub-ledger within accounting system
• Prepare monthly, quarterly reports, providing variance analysis and actionable insights

Qualifications

• Bachelor’s degree in accounting, finance, economics or related field required
• 3 – 5 years of experience in revenue accounting, finance or related roles, preferably within financial services

Skills

• Advanced proficiency in Microsoft Excel with ability to design and maintain financial models and drive high quality financial presentations
• Hands-on proficiency with Alteryx (or comparable data analytics and automation platforms) to automate data preparation, build repeatable workflows, and improve the speed and accuracy of revenue reporting
• Demonstrated ability to apply artificial intelligence (AI) and generative AI tools to streamline analysis, automate routine tasks, and surface actionable insights that drive process efficiency
• Excellent written and verbal communication and presentation skills, with the ability to clearly convey complex financial concepts to both finance and non-finance stakeholders
• Strong time management and organizational skills, with the ability to prioritize competing demands, manage multiple deadlines, and consistently deliver under the cadence of a fast-paced monthly close
• Analytical mindset with a proactive approach to problem solving
• Adaptability and comfort working in a fast-paced, evolving environment

Pay

The anticipated base salary range for this role is $80,000 to $100,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus.

Benefits

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.