JOB DESCRIPTION
Our investment management client is seeking an experienced Senior Accounting Manager to assist their family office sector of the organization along with the investment management portfolios!
Job Title: Senior Accounting Manager
Perks of the Senior Accounting Manager?
- Employee-owned company!
- Family office!
- Company is over 60 years old and continuing to grow!
- Great tenure – employees stay for the long-haul.
- Competitive salary and performance-based bonuses.
Senior Accounting Manager Responsibilities:
- Investment Management: Lead the development and implementation of investment strategies. Monitor market trends and economic conditions to make informed investment decisions.
- Client Relations: Build and maintain strong relationships with clients, ensuring their investment goals are met. Provide regular updates and insights on portfolio performance.
- Team Leadership: Manage and mentor a team. Foster a collaborative and high-performance culture.
- Risk Management: Identify and manage investment risks. Develop strategies to mitigate potential risks and protect client assets.
- Research and Analysis: Conduct thorough research and analysis of investment opportunities. Present findings and recommendations to senior leadership and clients.
- Compliance: Ensure all investment activities comply with regulatory requirements and internal policies. Maintain up-to-date knowledge of relevant regulations.
- Business Development: Support business development efforts by identifying new opportunities and contributing to the growth of the firm’s client base.
- Accounting Functions: Oversee the accounting operations, including the preparation of financial reports, budgets, and forecasts. Ensure accurate and timely financial reporting and compliance with accounting standards and regulations. Manage the annual audit process and coordinate with external auditors. Monitor and analyze accounting data to provide insights and recommendations for financial performance improvement. Implement and maintain robust internal controls to safeguard the firm’s assets.
Senior Accounting Manager Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. An MBA, CFA, or CPA is preferred.
- Experience at a large tier public accounting firm.
- Experience in investment management and/or client services.
- Proficient in Sage Intacct and Microsoft Excel.
- Strong understanding of payroll processes and tax regulations.
- Strong understanding of financial markets, investment principles, and economic trends.
- Excellent leadership and team management skills.
- Excellent organizational and communication skills.
- Strong attention to detail and problem-solving skills.
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