Financial Portfolio Manager

2 weeks ago


Huntington, New York, United States EffectiveHiring Full time
Job Summary

We are seeking a skilled Financial Portfolio Manager to join our team at EffectiveHiring. This is a part-time accounting role that requires the management of 60+ bank accounts and 80+ investment accounts across multiple parties and entities.

  • Main Responsibilities:
  • Prepare and deliver monthly bank reconciliations, profit & loss statements, and balance sheets
  • Prepare monthly investment account reconciliation
  • Prepare intercompany journal entries
  • Record and classify financial transactions for a diverse client portfolio exceeding $20 million
  • Oversee accounts payable/receivable, daily ledger activity, and monthly cash flow projections using Agilink software
  • Respond to client and partner inquiries, executing special projects with precision and professionalism

About the Role: The ideal candidate will have proven experience in accounting or finance, with strong proficiency in Agilink software. They should be an expert in bank reconciliations, general ledger accounting, and financial analysis. Additionally, they must possess exceptional organizational skills and attention to detail, with the ability to manage multiple accounts and tasks simultaneously.

What We Offer: We provide competitive compensation starting at $35.00 per hour and the flexibility of a fully remote role, allowing you to work from wherever you're most productive. This position is designed to fit seamlessly into your schedule while offering a rewarding opportunity to apply your expertise in accounting and finance.



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