Campus Pride Jobs

Description

We are offering an exciting opportunity for a Sr. Accountant in Boston, Massachusetts. The role entails managing a variety of accounting tasks within a local, multi-family-based firm offering investment advising. This position requires a high level of organization, attention to detail, and proficiency in accounting software.

Responsibilities:

• Perform key functions associated with managing a family office.

• Dispatch reports to clients featuring monthly investment performance.

• Facilitate the restructuring of family assets.

• Carry out tasks involving bill pay and capital calls, ensuring a preliminary review. • Assess diversification of portfolio meeting client risk tolerance and needs.

• Provide proficient management of cash resources.

• Produce and scrutinize monthly and quarterly financial statements.

• Compile diverse financial reports such as consolidated balance sheets and cash projection schedules.

• Maintain impeccable client records, including evidence of financial statements.

• Analyze client financial statements.

• Assess the performance of public investment portfolios.

• Prepare audit materials for private equity funds, ensuring compliance with regulatory requirements.

• Supervise private equity transactions.

• Prepare high-quality family reports and presentations.

Requirements

Preferred Qualifications:

• A Bachelor's degree in accounting or related field.

• Experience with Great Plains or QuickBooks is preferred.

• Past experience in public accounting is desirable.

• Mastery in all Microsoft Office programs, especially Excel.

• Excellent accounting, reconciliation, and reporting skills.

• Proficient in the preparation and analysis of financial statements.

• Well-versed in professional client interaction.

• Capable of handling special projects independently.

• Motivated to participate and contribute to firm growth.

• Previous family office experience is a strong plus.

If you're a driven professional who can make a strong contribution to a dynamic team in the financial sector, consider joining our client's firm. They consider talented accountants with wealth management experience or those in similar client-facing positions.

Don't miss this opportunity; apply today.

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.

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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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