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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Analyze intricate issues and provide practical solutions
- Mentor and guide junior team members to enhance their skills
- Navigate the evolving landscape of financial services
- Work with cross-functional teams to drive project success
Requirements
What you’ll need- Bachelor's Degree in Accounting & Finance
- At least 3 years of experience in a managed services or outsourced finance environment with private equity or family office clients
- Certified Public Accountant (CPA) preferred
- Proven leadership in managing multiple client engagements
- Demonstrating a hands-on approach to service delivery
- Excelling in end-to-end accounting processes
- Driving process improvement initiatives for efficiency
- Supervising and coaching delivery team members
- Proficiency in modern accounting or ERP systems
- Experience in SLA-based client environments
- Having experience working on tax for AWM clients (private equity, funds, family offices)
- Possessing In-depth proficiency with Sage Intacct: booking journal entries, generating and analyzing reports, and report writing experience
Benefits
Comp & perks- Medical
- Dental
- Vision
- 401k
- Holiday pay
- Vacation
- Personal and family sick leave
- Annual discretionary bonus
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting processesERP systemsSage Intacctreport writingprocess improvementtax for AWM clientsclient engagement managementfinancial analysisjournal entriesreport generation
Soft Skills
mentoringleadershipproblem-solvingcommunicationteam collaborationcoachingservice deliveryproject managementadaptabilityinterpersonal skills
Certifications
Certified Public Accountant (CPA)
