Massachusetts Jobs

Description

We are looking for a Finance Manager to join our General Partners team in the financial services industry, based in Boston, Massachusetts. The finance manager will contribute to the team in a leadership role across a number of areas of responsibility including managing the accounting and operations of various general partner entities associated with the Credit, Partnership Strategies, Public Equity, and Special Situations business units, taking the lead on certain non-accounting functional areas and processes, and participating in team planning and development. Other significant responsibilities include, but are not limited to, oversight and review of the following:

• Operations and administrative activity of the partnerships, including cash management, capital calls, cash distributions, cash reconciliations, bank account openings and related regulatory requirements, and monthly/quarterly contribution and redemption requests from investors

• Carry, vesting, and profit/loss allocations to the partners and members of the General Partner entities

• Quarterly and annual fair market value reporting, including supporting documentation for capital accounts, trial balances and other financial reconciliations

• Quarterly tax estimates and annual tax books and reporting for the partnerships including consultation with internal and external tax advisors

• Cash, book and tax activity entries into Investran, the third-party portfolio management and accounting software

In addition, this position will also:

• Interact with investors and certain internal departments within the context of the carry program, including onboarding investors, addressing policy matters, overseeing investor reporting, and responding to ad-hoc inquires

• Collaborate with other managers on the team to drive initiatives, create efficiencies, and mentor junior team members

• Work with all levels from associates to Partners on projects to enhance the performance of the team, department, and firm as a whole

  Requirements

KEYS:

• 7+ years - Big4 / Top 7 or Regional

• Some partnerships is a must. Financial Services, Private Equity, Asset Management

• CPA is a huge plus

GENERAL QUALIFICATIONS

• 7-10 years accounting experience in the financial service industry with a solid understanding of investments and partnerships

• Excellent project management and organizational skills; ability to effectively prioritize multiple projects with high attention to detail

• Creative problem-solving ability and judgment; ability to use own initiative to take responsibility for decisions and propose solutions

• Team oriented and professional, with strong interpersonal skills and the capacity to interact with all levels

• Entrepreneurial self-starter; ability to operate with limited supervision and capitalizes on opportunities to learn and grow

• Experience managing direct reports

• Understands and enjoys the demands of a service environment

• Ability to handle highly confidential and sensitive information with discretion

• Advanced MS Office, particularly Excel

• Experience with Investran or other fund accounting software is preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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