Senior Finance Associate - Partner Investments
$95,000–$110,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Prepare and review financial statements, capital statements, and supporting schedules for all investment types and complex structures. Manage the treasury function, including daily cash, and oversee external auditor annual financial statement audits. Prepare and review tax workpapers for external preparers while managing liquidity term reporting, investor statements, and ad hoc summaries. Evaluate end-to-end processes to leverage technology for enhanced efficiency and accuracy. Supervise staff effectively and collaborate on new initiatives across internal departments. Requires 2+ years of accounting or finance experience in the financial service industry with a solid understanding of investments. Base salary ranges from $95,000 to $110,000.
Required Qualifications
- 2+ years accounting or finance experience in the financial service industry
- solid understanding of investments
- Proficiency with AI tools and Microsoft Office (particularly Excel)
- Excellent project management and organizational skills
- ability to effectively prioritize multiple projects
- high attention to detail
- Creative problem-solving skills
- sound judgment
- ability to work independently
- navigate ambiguity
- take ownership of decisions
- Strong interpersonal skills
- capacity to interact with all levels and other finance groups
- Capability to handle highly confidential and sensitive information
- Bachelors Degree in Accounting, Finance, Business or Management
Desired Qualifications
- experience in the financial service industry with a solid understanding of investments preferable
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