Accounting Manager at Investment Firm in San Mateo

4 weeks ago


San Mateo CA, United States Robert Half Full time

DescriptionPlease apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join the forefront of investment management with our client, a firm dedicated to providing crucial growth funding to businesses led by owners or families during transformative periods.Based in San Mateo, this Accounting Manager role offers a hybrid work model with a competitive salary and bonus incentives. Thrive in an environment where you'll be at the helm of financial strategies driving impactful change and growth for businesses poised for success. Don't miss this opportunity to be part of a dynamic team shaping the future of investment management.Some Responsibilities of the Accounting Manager include:Assist with financials for investment funds and management company.Collaborate on analytical projects including valuations and comparable analyses.Monitor data collection from portfolio companies.Support investor relations team and LPs.Manage quarterly/annual close and financial statement preparation, including drafting quarterly reports to investors.Work with Finance and Investor Relations for capital call/distribution allocations and track/prepare audit confirmation requests for LPs and portfolio companies.RequirementsBachelor’s degree.CPA license preferred.5-7+ years of in-house fund accounting experience or audit group experience required.Flexible team player with a knack for meeting deadlines.Exceptional attention to detail and analytical skills.Strong communication skills and experience in high-performance teams.Proficient in Excel and familiar with PowerPoint.Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Job typePerm



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    DescriptionPlease apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join the forefront of investment management with our client, a firm dedicated to providing crucial growth funding to businesses led by owners or families during transformative periods.Based in San Mateo, this Senior Accounting Manager...


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