Finance and Operations Manager

3 months ago


Boston, United States Boston Consulting Group Full time
WHAT YOU'LL DO
Voluntary Investment Platform was launched by BCG in 2016 for its Managing Director & Partner cohort (MDPs) as well as other senior employees of the firm. The Platform provides BCG investors with ability to invest in alternative assets through investment funds created by BCG. The platform is also designed to make it easier for BCG investors to manage their investments and strives to provide high touch service investor experience. Since its inception, the platform has been successful among BCG investors. The team manages 15 funds with over $1.6B in total commitments and over 1500 BCGers participating, and more fund raises are planned.

This role will support the Fund Operations Senior Manager and Investment Operations Senior Director in administrating the investment platform at BCG. It will provide the right candidate with the opportunity to learn about alternative investments, be involved in all aspects of operations of the funds. The areas of responsibilities will include quarterly closes, capital calls and distributions, investment performance as well as tax and financial reporting. In addition, the candidate will be managing external vendor relationships and be the main point of contact and liaison with fund administrator, tax and audit team.
  • Work alongside Fund Operations Senior Manager to maintain fundsâ books and records
  • Develop a strong relationship with internal BCG teams, fund administrators, and other outside providers
  • Work closely with administrators on the quarter-end process, including review of valuation and workpaper packages and investor allocations
  • Review incoming capital calls/distributions and outgoing investor capital calls/distributions, including review of investor notices and cash reconciliations
  • Lead the annual audit, work closely with fundâs auditors to resolve issues, and issue financial statements in a timely manner
  • Lead the tax workstream and work closely with tax team to issue all appropriate tax statements, including K-1s, tax estimates, withholding forms, and composite returns
  • Assist with compliance testing and monitoring for the funds
  • Help drive continuous automation initiatives and support special projects

YOU'RE GOOD AT
  • Working independently and as a part of the team to solve problems
  • Have positive attitude and able to work in high stress high pace environment
  • High level of initiative and collaboration
  • Strong written and verbal communication skills
  • Thinking critically and continuously reevaluate the exiting process
  • Creating ways to automate processes and learning new digital tools
  • Implementing and enforcing best practices by using digital tools

YOU BRING (EXPERIENCE & QUALIFICATIONS)
  • Bachelor's Degree in Accounting, Finance, or related field
  • 7+ years of relevant experience at a fund administrator or investment manager
  • Strong knowledge of accounting, reporting and taxation for investment vehicles
  • Proficiency in Microsoft Office application and strong MS Excel and PowerPoint skills. Knowledge of Tableau, Alteryx, and Power BI is a plus
  • Excellent interpersonal and communication skills, both written and verbal
  • Ability to think independently, prioritize, multi-task and meet deadlines under pressure
  • Analytical thinker and problem solver
  • Strong attention to detail and accuracy
  • Individual would have high level of initiative, self-motivation and collaboration
  • A proactive nature in developing and improving processes, identifying opportunities for efficiency

YOU'LL WORK WITH
Voluntary Investment Platform team is a part of the PSG team. PSG provides a wide range of services to our BCG MDPs, manages compensation and equity system, and related matters. The model is a dynamic, multi-faceted system designed and customized as needed to support a growing, diverse global partnership. Beyond managing the model, the group plays an integral part in the development and evaluation process as well as the worldwide finance functions.


  • Boston, Massachusetts, United States John Snow, Inc Full time

    Exciting Opportunity for a Senior Finance & Operations ManagerKEY RESPONSIBILITIESOffer guidance and direction to project personnel regarding financial, operational, and compliance matters.Ensure adherence to organizational policies and procedures.Oversee, mentor, and develop finance and operations team members.Evaluate financial workflows and...


  • Boston, Massachusetts, United States John Snow, Inc Full time

    Exciting Opportunity for a Senior Finance & Operations ManagerKEY RESPONSIBILITIESProvide guidance and leadership to project personnel on financial, operational, and compliance matters.Ensure adherence to organizational policies and procedures.Oversee, mentor, and develop finance and operations team members.Evaluate financial processes and...


  • Boston, Massachusetts, United States Boston Consulting Group Full time

    About the RoleWe are seeking a highly skilled and experienced Finance and Operations Manager to join our team at Boston Consulting Group. As a key member of our Global Services team, you will play a critical role in supporting the administration of our Voluntary Investment Platform.Key ResponsibilitiesWork closely with the Fund Operations Senior Manager to...


  • Boston, United States John Snow, Inc Full time

    RESPONSIBILITIES Finance & Operations Provide direct support and leadership to project staff on financial, operational, and compliance functions. Assist project teams in solving challenges as they arise and tailored to the project implementation context; Ensure compliance and consistent application with JSI’s policies and procedures in...


  • Boston, United States Boston Consulting Group Full time

    WHAT YOU'LL DOVoluntary Investment Platform was launched by BCG in 2016 for its Managing Director & Partner cohort (MDPs) as well as other senior employees of the firm. The Platform provides BCG investors with ability to invest in alternative assets through investment funds created by BCG. The platform is also designed to make it easier for BCG investors to...


  • Boston, Massachusetts, United States Creative Financial Staffing Full time

    About the Role:Our client, a prominent service organization recognized for its exceptional performance, is seeking a Finance Associate to become a vital part of their team. The selected candidate will collaborate closely with the Director of Finance to establish and enhance the financial operations within the organization.Why Join Us?This investment firm has...


  • Boston, United States Orchard Therapeutics Full time

    Job DescriptionJob DescriptionLocation: BostonReporting to: Senior Manager, Financial Reporting and Technical Accounting, FinanceOrchard Therapeutics, recently acquired by Kyowa Kirin, is a global biotechnology gene therapy company dedicated to transforming the lives of people affected by rare diseases through the development of innovative, potentially...


  • Boston, United States Orchard Therapeutics Full time

    Location: Boston Reporting to: Senior Manager, Financial Reporting and Technical Accounting, Finance Orchard Therapeutics, recently acquired by Kyowa Kirin, is a global biotechnology gene therapy company dedicated to transforming the lives of people affected by rare diseases through the development of innovative, potentially curative gene therapies. Our ex...


  • Boston, United States Orchard Therapeutics Full time

    Job DescriptionJob DescriptionLocation: BostonReporting to: Senior Manager, Financial Reporting and Technical Accounting, FinanceOrchard Therapeutics, recently acquired by Kyowa Kirin, is a global biotechnology gene therapy company dedicated to transforming the lives of people affected by rare diseases through the development of innovative, potentially...


  • Boston, United States Orchard Therapeutics Full time

    Job DescriptionJob DescriptionLocation: BostonReporting to: Senior Manager, Financial Reporting and Technical Accounting, FinanceOrchard Therapeutics, recently acquired by Kyowa Kirin, is a global biotechnology gene therapy company dedicated to transforming the lives of people affected by rare diseases through the development of innovative, potentially...


  • Boston, United States Deloitte Full time

    Position Summary Finance & Performance Finance GenAI Manager Finance & Performance – Unlocking financial performance and enterprise value. We work as trusted advisors to CFO’s, COO’s, CIO’s, and other key executives to advise, implement, and deliver as-a service solutions, improving finance, shared service and real estate operations,...

  • Finance Manager

    1 month ago


    Boston, Massachusetts, United States NuvoAir Full time

    Our Story Complex conditions like COPD and congestive heart failure (CHF) are incredibly challenging to manage. People who are already struggling with isolation and the burden of these conditions become increasingly frustrated and disengaged, eventually falling through the cracks and landing in the ER. This cycle perpetuates poor health outcomes and...

  • Operations Manager

    2 months ago


    Boston, United States Brigham and Women's Hospital Full time

    Operations Manager - Nursing-(3295822) Description General Overview - Operations Manager, Nursing Under the general direction the Nursing Director and with oversight from the Administrator, Finance and Operations, Nursing and Patient Care Services, the Operations Manager is responsible for a variety of supervisory, administrative, and financial...


  • Boston, Massachusetts, United States Forward Financing Full time

    Position OverviewForward Financing is a pioneering financial technology firm dedicated to providing swift and adaptable working capital solutions to small enterprises across the United States. Our commitment is to empower both our clients and our team members to achieve their utmost potential. Recognized as a premier workplace by various industry accolades,...


  • Boston, United States Catholic Charities Archdiocese of Boston Full time

    Job DescriptionJob DescriptionIf you thrive in a non-profit organization where what you do makes a difference in the lives of others, then Catholic Charities is the place for you! We have a refreshing culture that is supportive, collaborative, and encouraging of diverse perspectives and backgrounds , why not join the Catholic Charities team! The Office...


  • Boston, Massachusetts, United States BCForward Full time

    Position OverviewBCforward is seeking a dedicated Finance Operations Associate for a hybrid role.Location: HybridPosition Type: Contract with potential for extension and permanent placement.Key ResponsibilitiesThe Finance Operations Associate will engage in specialized operational activities related to securities processing, supporting various business...

  • Finance Manager

    4 weeks ago


    Boston, United States Heritage Holding Full time

    Heritage Technology Partners is one of America’s fastest-growing managed service providers (MSP). HTS has revenue at $30-$50M with momentum to surpass $100M in two years. We deliver high-speed, reliable IT solutions to our customers in various industries. Our company mission is to bridge the technology gap by providing next-generation IT services to...

  • Finance Manager

    4 weeks ago


    Boston, United States Heritage Holding Full time

    Heritage Technology Partners is one of America’s fastest-growing managed service providers (MSP). HTS has revenue at $30-$50M with momentum to surpass $100M in two years. We deliver high-speed, reliable IT solutions to our customers in various industries. Our company mission is to bridge the technology gap by providing next-generation IT services to...


  • Boston, Massachusetts, United States Beth Israel Deaconess Medical Center Full time

    Position OverviewThe Director of Research Finance & Operations plays a pivotal role in overseeing the financial management of grants within the Research Administration sector, ensuring adherence to federal and state regulations.This position is responsible for maintaining the financial and information systems that underpin the research activities of the...

  • Sr. Manager, Finance

    1 month ago


    Boston, United States Forward Financing Full time

    Job DescriptionJob DescriptionForward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people...