Financial Planning and Analysis

• Onboarding financial data into the system of record for new investments and updating financial data for existing investments
• Ensure accuracy and completeness of financial information
• Maintain general ledger and subsidiary ledger accounts, ensuring timely and accurate journal entries and reconciliation
• Prepare financial reports for internal management and regulatory authorities
• Ensure compliance with applicable accounting standards and internal policies

Investment Accountant

Financial Specialist – Entry Level

Financial Consultant

Financial Services Associate – AP/Invoicing

Financial Aid Advisor