Investment Accounting Lead

3 weeks ago

Wayzata, Minnesota, United States Waycrosse Full time
Job Description:

We are seeking a highly skilled Investment Accounting Lead to join our team at Waycrosse. As a key member of our accounting department, you will be responsible for leading the investment accounting team and overseeing the planning, activities, and delivery of investment data, accounting, and reporting.

Key Responsibilities:

  • Lead and manage the investment accounting team and the planning, activities, performance, and delivery of investment data, accounting, and reporting.
  • Serve as subject matter expert for investment accounting principles, practices, and technology platforms.
  • Provide guidance to the investment accounting team and develop training and support programs.
  • Develop and maintain efficient and effective accounting policies, procedures, and workloads.
  • Develop and maintain department review and audit processes.
  • Safeguard compliance by maintaining and enforcing policies and procedures.
  • Develop and implement best practices for accounting, reporting, and insights.
  • Lead meetings, projects, and initiatives.
  • Serve as wire approver and lead relationship manager for assigned relationships.
  • Maintain professional and technical knowledge through self-initiated professional development.

Requirements:

  • Bachelor's degree in accounting, finance, or business.
  • 8+ years of progressive accounting success in investment, accounting, or professional service environments.
  • Curious, goal-oriented, and initiative-taking with a passion for leading transformative change.
  • Expertise in traditional and alternative investments, accounting treatments, reconciliation, and systems.
  • Demonstrated success managing teams, projects, and complex processes.
  • Strong organization, accounting, and operations capabilities.
  • Advance proficiency in Microsoft Excel and strong working knowledge of PowerPoint, Word, and Outlook.
  • Strong interpersonal, consultative, and critical thinking skills.
  • Exceptional analytic, verbal, written, and presentation skills.
  • Ability to balance multiple priorities, projects, and deadlines.
  • Ability to proactively identify, assess, and implement process and client service improvements.
  • Maintain a prominent level of integrity and discretion while managing confidential information.

Working Conditions:

The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.

Hybrid Work Environment:

We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote.

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