PEFS Senior Associate
Baker Tilly (Baker Tilly US, LLP) (company site, opens in a new tab)3+ yrsBengaluruOn-siteDirect career pageEst. 8–14 LPA
Posted on 8 Sept
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Job description
Structured overview of role & requirements
About This Role
- Prepare and review daily journal entries, cash reporting, and quarterly/annual financial statements with accuracy and insight.
- Support preparation and coordination of capital calls and distributions, ensuring timely and correct delivery including related investor correspondence.
- Manage client investor portals and take ownership of assigned projects with minimal supervision; mentor junior staff as needed.
Minimum Requirements
- Bachelor’s degree required; CPA license preferred (or in process).
- Minimum 3 years of relevant accounting/financial experience.
- Proficiency in accounting systems like Investran and strong Excel skills.
- Professional communication ability and capacity to meet deadlines in a fast-paced environment; occasional travel up to 5%.
Ideal Candidate Profile
- Experienced in fund/accounting operations including capital calls and investor reporting.
- Able to work independently on complex tasks and take ownership of projects with minimal supervision.
- Skilled at mentoring junior associates and comfortable managing interactions with clients and investors.