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Tier-1 brand plus metro location increase applicant density for this mid-senior finance manager role.
Specialized fund finance and allocation experience limits transferability across industries.
Explicit 8–10 years and industry fund accounting experience make shortlisting highly strict.
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Manage and oversee accurate allocation of external expenses to investment funds and legal entities ensuring compliance with governing documents, accounting policies, and regulations.
Lead review process and validation of expense allocations, collaborate with Fund Accountants, Investment Managers, and Cost Center Administrators to resolve discrepancies and support transparency and operational efficiency.
Drive process improvements and system enhancements related to expense tracking, allocation methodologies, controls, and reporting capabilities.
8-10 years of relevant experience within asset management, investment banking, or financial services.
Bachelor’s degree required.
Proficiency in Microsoft Office Suite, especially advanced Excel skills; experience with Power BI or reporting dashboards is a plus.
Work Experience Required: 8-10 years in relevant domain.
Has strong operational and compliance expertise in expense allocation within asset management or financial services environments.
Experienced collaborating cross-functionally with accounting, investment, and operational teams in a fast-paced, detail-oriented setting.
Demonstrates ability to lead process improvements and manage multiple competing priorities with attention to accuracy and regulatory adherence.