Investment Accounting Manager

4 days ago

Wayzata, Minnesota, United States Waycrosse Full time
Job Title: Investment Accounting Manager

Waycrosse, Inc. is seeking an experienced Investment Accounting Manager to lead our investment accounting team and oversee 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.
  • Develop and implement accounting processes, review/audit, and KPIs to ensure accurate daily, monthly, and quarterly deliverables.
  • Provide guidance to the investment accounting team and develop and implement training and support programs to ensure employees effectively utilize processes, systems, and reports.
  • Serve as subject matter expert for investment accounting principles, practices, and technology platforms.
  • Develop and maintain efficient and effective accounting policies, procedures, calendars, KPIs, audits, and workloads.
  • Develop and implement best practices for accounting, reporting, and insights to ensure efficient and effective processes, workflows, communication, and reporting with accounting, investment operations, wealth management, and other departments.

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 and experience developing and implementing accounting processes, review/audit, and KPIs.
  • 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. 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.

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:

Waycrosse operates 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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