Senior Associate

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.