Contribute to impactful investment strategies in a dynamic environment. Develop expertise across accounting, finance, and operations. Collaborate with senior leadership for professional growth opportunities.
Senior Associate
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Support diverse portfolio companies and family office functions within a dynamic investment environment.
- Collaborate with portfolio finance teams to implement financial controls and reporting processes.
- Maintain accurate financial records and assist with tax compliance and preparation.
- Provide financial research and analysis for potential investments and due diligence processes.
- Contribute to operational improvement initiatives across portfolio companies.
- Assist with personal and family financial management with utmost confidentiality.
- Collaborate with senior leadership to support strategic financial planning.
- Develop skills across accounting, finance, and operations in a growth-oriented environment.
Key Responsibilities & Duties
- Maintain accurate books and records for multiple entities, ensuring compliance and integrity.
- Prepare and analyze financial statements, supporting month-end and year-end close processes.
- Assist portfolio companies with financial planning, forecasting, and operational improvement initiatives.
- Conduct financial research and analysis for investment opportunities and M&A transactions.
- Support post-acquisition integration of financial systems and processes.
- Provide ad-hoc analytical support to the investment team and family office operations.
- Maintain confidential financial records with the highest level of discretion.
- Collaborate with portfolio company finance teams to implement financial controls and reporting processes.
Job Requirements
- Bachelor's degree in accounting or taxation is required.
- CPA certification is mandatory.
- Minimum of 4 years of accounting experience, preferably in public accounting.
- Proficiency in Microsoft Office, especially Excel, is essential.
- Strong organizational skills and attention to detail are critical.
- Excellent written and verbal communication abilities are required.
- Ability to maintain confidentiality with sensitive information is necessary.
- Experience with financial controls, reporting processes, and operational improvement initiatives is preferred.
- ShareAustin:
Related Jobs
- Shape financial strategies at a leading investment firm, driving compliance and innovation. Collaborate with industry experts to enhance property accounting processes. Advance your career in a dynamic, growth-focused environment.