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Strong employer brand, mid-level generalist finance role, metro location, and rotational program attract many applicants.
Fund accounting and investment-management specificity reduces cross-industry transferability.
Explicit 5-8 years experience plus US GAAP and fund accounting requirements increase selectivity.
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Manage a rotational program within the CFO Organization covering various departments to meet temporary resourcing needs.
Lead and contribute to multiple 6-9 month rotations primarily focused on the CFO Organization and potentially other Enterprise Solutions areas.
Opportunity to transition into full-time roles based on business needs after rotations.
5-8 years of accounting or audit experience, including public accounting and/or investment management industry experience.
Bachelor’s degree in Accounting, Finance, or related field; CA, MBA, or equivalent is a plus.
Strong knowledge of US GAAP, fund accounting and operations business processes, including reconciliations, account analysis, and management reporting.
Proficiency in Microsoft Excel, Word, Teams, and PowerPoint.
Experienced in fund accounting operations with capability to lead process improvements and document SOPs.
Able to work independently and collaboratively with strong organizational skills and ability to handle competing priorities in a fast-paced environment.
Analytical with problem-solving skills, capable of driving work with limited supervision and adapting to shifting priorities.