Position Details

Salary $97K – $145K USD / year

Type Full-Time

Experience mid

Exp. Years 4-6 years

Education Bachelor’s degree in accounting, finance, or business

Category Finance & Accounting

About this role

This role involves preparing and analyzing financial reports, assisting with budgeting and forecasting, and providing technical accounting support for asset management clients in a remote setting.

Key Responsibilities

Review financial reports and KPIs
Assist with budgeting and forecasting
Provide technical accounting assistance
Develop and coach staff
Monitor team KPIs

Technical Overview

The position requires expertise in financial reporting, proficiency with accounting software like Intaact and QuickBooks, and experience managing teams and projects.

Ideal Candidate

The ideal candidate is a mid-level financial reporting professional with 4+ years of experience in public or private accounting, proficient in multiple accounting software platforms, and capable of managing teams and multiple projects simultaneously.

Must-Have Skills

Financial reportingAccounting software proficiencyTeam managementBudgeting and forecasting

Nice-to-Have Skills

CPAMBAExperience with NetwuiteExperience with Bill.comTravel flexibility

Tools & Platforms

IntaactQuickBooks OnlineNetwuiteBill.comMicrosoft Office Suite

Required Skills

Financial ReportingKPIsBudgetingForecastingCash Flow ModelingTechnical AccountingIntaactQuickBooks OnlineNetwuiteBill.comMicrosoft Office Suite

Hard Skills

Financial ReportingKPIsBudgetingForecastingCash Flow ModelingTechnical AccountingIntaactQuickBooks OnlineNetwuiteBill.comMicrosoft Office Suite

Soft Skills

Interpersonal skillsRelationship-buildingCommunicationVerbal skillsPresentation skillsTeam collaboration

Certifications

Required

CPA

Preferred

MBA

Industry & Role

Industry Financial Services / Asset Management

Job Function Financial reporting and management for asset management clients

Keywords for Your Resume

Financial ReportingKPIsBudgetingForecastingCash Flow ModelingTechnical AccountingIntaactQuickBooks OnlineNetwuiteBill.comMicrosoft Office SuiteTeam ManagementClient OnboardingProcess ImprovementFinancial AnalysisAccounting SoftwareCPA

Deal Breakers

Lack of CPA certification, Less than 4 years of experience, Inability to manage teams

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Manager, Financial Reporting - Asset Management Clients

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