Senior Financial Analyst – Regulatory – Hybrid Position Available In Montgomery, Pennsylvania

A leading investment management firm is seeking a highly experienced Senior Analyst to support regulatory and shareholder reporting initiatives for a wide range of investment products. This role is ideal for a detail-oriented professional with strong knowledge of

U.S. GAAP, SEC

regulations, and mutual fund accounting, looking to make a meaningful impact on a high-performing fund reporting team.

What You’ll Do:

Lead the review and analysis of quarterly, semi-annual, and annual financial reports for registered investment companies. Ensure accuracy and compliance of financial disclosures with applicable accounting standards (GAAP, Regulation S-X). Oversee the preparation and submission of key regulatory filings including N-CSR, N-PORT, N-CEN, and 24f-2. Act as a key liaison with external auditors during annual fund audits and other reporting cycles. Monitor and interpret evolving accounting standards and regulatory requirements to assess impact on fund reporting. Provide technical accounting guidance and draft disclosures for emerging fund transactions or regulatory changes. Collaborate cross-functionally to maintain and enhance internal controls in line with SOX and audit standards. Participate in operational projects such as system implementations, fund reorganizations, and process automation. Support internal audit requests and assist in controls testing and compliance tracking.

What You Bring:

Bachelor’s degree in Accounting, Finance, or a related field. CPA designation strongly preferred. 5+ years of experience in financial reporting or public audit, ideally within asset management. Deep understanding of mutual fund or ETF structures, including relevant SEC filings. Proficiency in Microsoft Excel and financial reporting tools. Analytical mindset with strong problem-solving abilities. Excellent communication skills and ability to translate technical content for non-technical audiences. Demonstrated ability to manage projects independently while contributing to a collaborative team environment. Why This Role? Competitive compensation and benefits. Flexible hybrid work structure. Exposure to both traditional and evolving investment product reporting. Opportunity to drive meaningful improvements in reporting operations and compliance infrastructure. Collaborative and supportive team culture with career development pathways. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future