Oliver James have recently partnered with an established global multi-fund asset manager based in New York as they look to hire a Senior Associate to join their Credit Finance platform
Our client is seeking to hire an ambitious CPA professional with a Big 4 background and 4-6 years of experience to take on various responsibilities from a cross-platform perspective including centralised financial reporting & analysis, accounting oversight, process improvement, financial operations, data collection and much more.
They are offering a total compensation package between $170,000 and $200,000, hybrid working, a clear route for progression to the management/VP level as well as various other excellent benefits!
Responsibilities:
- Primary support for data aggregation, coordinating the collection of financial reporting deliverables across the Credit and Real Estate platforms.
- Prepare initial variance analysis and trend reports, as well as assist in drafting communications regarding fund-specific nuances.
- Develop a strong understanding of complex fund concepts, through fund operating metrics.
- Liaise with administrators to monitor performance and assist with key projects relating to data integration.
- Maintain and update automation workflows as reporting requirements evolve, as well as utilize AI-assisted tools to improve the speed and accuracy of routine data collection.
- Identify manual reporting tasks that can be automated through building solutions using Alteryx or Power BI.
Requirements:
- 4-6 years of experience in public accounting and/or the investment management space.
- CPA qualification (completed or in process).
- Strong interest in data automation and leveraging technology as well as accounting & financial reporting.
- Advanced Excel skills are a MUST (Alteryx, Power BI or Geneva exposure is preferred.)
Benefits:
- Total compensation ranging between $170,000 and $200,000.
- Hybrid working.
- Excellent healthcare benefits & 401k match
- Clear route for progression has been outlined within the Credit Finance group.
- Much more!
If you possess the relevant experience and are interested in exploring this opportunity, please send a copy of your resume to [email protected]
