Financial Services Operations Specialist
3 days ago
A leading financial services firm, Tandym Group, is seeking a highly skilled Financial Services Operations Specialist to join their team in Connecticut.
Key Responsibilities:- Manage cash flows and handle clearing and settlements.
- Assist with daily reconciliations, monthly close packages, and annual financial statement preparation.
- Interact with prime brokers, custodians, fund administrators, and other key stakeholders.
- Support the Investor Relations and Legal/Compliance teams.
- Help integrate new accounting and compliance systems.
- Participate in the month-end close process, including financials, investor statements, and NAV.
- Contribute to various internal reports, such as Performance, Valuation, Risk, and more.
- Assist with year-end audit and tax reporting requirements, including 1099s and K1s.
- Ensure data integrity across systems and reports.
- Oversee fee calculations and track fund and employee expenses.
- Support regulatory reporting, including ADV, Form PF, and FATCA.
- 2+ years of related work experience.
- Bachelor's Degree in Accounting, Finance, or a related field.
- Familiarity with Profit & Loss, Cash Reconciliations, Settlements, NAVs, and more.
- Strong analytical, mathematical, and research skills.
- Excellent communication and interpersonal skills.
- Highly organized and detail-oriented.
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Financial Operations Specialist
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Financial Operations Specialist
2 weeks ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeAssistant Controller Job DescriptionOur client, a PE-backed energy company, is seeking a highly motivated and detail-oriented Assistant Controller to join their dynamic finance team. As a key member of the team, you will play a crucial role in leveraging NetSuite ERP and Concur to optimize financial operations, ensure reporting accuracy, and maintain...
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Financial Operations Specialist
2 weeks ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeAssistant Controller Job DescriptionOur client, a leading energy company, is seeking a highly motivated and detail-oriented Assistant Controller to join their dynamic finance team. As a key member of the team, you will play a crucial role in shaping the financial future of the company.Key Responsibilities:Lead the month-end close process, ensuring timely and...
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Financial Operations Manager
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Financial Manager
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Technical Operations Specialist
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Financial Services Professional
4 weeks ago
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