Financial Portfolio Manager

2 days ago


Milwaukee, Wisconsin, United States Hammernik & Associates Full time

Overview

Hammernik & Associates is a reputable accounting firm seeking a highly skilled and experienced Financial Portfolio Manager to join our team. As a key member of our financial operations department, you will be responsible for managing a portfolio of clients and serving as their primary accounting resource.

Salary

The estimated annual salary for this position is $65,000 - $80,000 based on industry standards and market conditions in the local area.

Job Description

As a Financial Portfolio Manager, your primary responsibilities will include:

  • Overseeing and managing a portfolio of clients, acting as the main accountant and providing expert financial guidance and advice.
  • Code client transactions and reconcile accounts in QuickBooks Online or Desktop.
  • Assisting clients in leveraging QuickBooks Online for business reporting and analysis.

You will work closely with clients to understand their financial needs and goals, and develop tailored strategies to help them achieve success. Your excellent communication and interpersonal skills will enable you to build strong relationships with clients and stakeholders, ensuring seamless collaboration and effective problem-solving.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A degree in Accounting, Finance, Economics, or a related field.
  • At least 2 years of experience in private or public accounting, preferably in a similar capacity.
  • Proficiency in Google Workspace (Docs, Sheets, Mail) or Microsoft Office 365 (Word, PowerPoint, Outlook).
  • Strong analytical and problem-solving skills, with the ability to manage multiple tasks and work independently with minimal supervision.

Benefits

Hammernik & Associates offers a comprehensive benefits package, including:

  • A competitive salary range of $65,000 - $80,000 per year.
  • An annual bonus based on performance.
  • Health reimbursement for out-of-pocket health expenses.
  • A Simple IRA with up to a 3% company match.
  • Paid Time Off, including 80 hours of vacation time accrued after the 90-day probationary period.


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