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Senior Financial Analyst

2 months ago

Boynton Beach, Florida, United States Tandym Group Full time

Job Title: Senior Accountant

About the Role:

The Tandym Group is seeking a highly skilled Senior Accountant to join our business operations team. As a Senior Accountant, you will work closely with our Controller to prepare, scrutinize, and assess financial reports for our investment manager, funds, Family Office, and affiliated entities.

Key Responsibilities:

  • Financial Reporting: Collaborate with Tax Accountants to oversee tax payments and returns, ensuring compliance with regulatory requirements.
  • Financial Analysis: Conduct regular, meticulous audits to ensure precision in financial documents, expenditures, and investments, predicting revenue and scrutinizing profit margins.
  • Accounting Operations: Engage in budgeting processes, supervise ledger reconciliation, and oversee accounts payable/receivable, monitoring bookkeeping activities.
  • Accounting Policies: Establish and refine accounting policies and procedures, staying abreast of industry advancements and regulatory changes.
  • Financial Record Management: Manage organization and upkeep of digital and physical financial records, ensuring accuracy and compliance.
  • Project Management: Play an active and leading role in operations, legal, and business-related projects, utilizing your analytical and problem-solving skills.

Qualifications:

  • Accounting Expertise: Profound understanding of bookkeeping, auditing, and budgeting procedures, with a strong grasp of accounting and financial principles.
  • Work Experience: Previous accounting work experience in Fund Accounting, Fund Admin, Fund to Fund, Financial Services, and a degree in accounting are mandatory.
  • Education: Bachelor's degree in Accounting or Finance.
  • Professional Certifications: Demonstrable work experience as an Accountant, familiarity with Generally Accepted Accounting Principles (GAAP), and proficiency with accounting software.
  • Technical Skills: Advanced proficiency in MS Excel, including familiarity with formulas, VLOOKUPs, and pivot tables.

Desired Skills:

  • Analytical Skills: Exceptional analytical skills with meticulous attention to detail.
  • Communication Skills: Strong written and verbal communication abilities.
  • Organizational Skills: Organized, detail-oriented, enthusiastic, and adept at multitasking.
  • Professional Certifications: CPA or CPA candidate.