Financial Services Professional
2 weeks ago
Tandym Group is seeking an experienced and collaborative professional to join their staff as an Assistant Controller. In this role, the Assistant Controller will work within a team responsible for managing the accounting, financial reporting, and internal controls for lending funds.
Key Responsibilities:- Assist in the management and oversight of third-party administrator relationships.
- Liaise with external auditors, perform research, and interpret relevant accounting guidance.
- Collaborate with the Operations team to ensure investment data accuracy and accurate accounting treatment for various transactions.
- Compute investor calls, distributions, rebalancings, allocations, and fees, as well as waterfall payments.
- Calculate quarterly income distributions, oversee the production of capital statements, and investor notices.
- Prepare investor side-letter reporting and ad-hoc requests.
- Build-out processes and internal controls to support new funds and accounts.
- Proactively drive process improvements, efficiency, and reporting enhancements.
- Work closely with Tax, Valuation, Legal, Investor Relations, and Operations teams.
- Undergraduate degree.
- 6-10 years of relevant experience.
- Excellent Excel skills and technical savvy.
- Outstanding attention to detail and commitment to process and related improvements.
- Excellent written and verbal communication skills.
- Strong project management skills.
- Ability to multitask.
- CPA.
- Mix of public and private experience.
- Experience with audits and working with fund administrators/service providers.
- Understanding of loan origination or PE style/commitment-based funds and various performance metrics (e.g., ROE, IRR, MoM).
- Private credit, CLO, and/or BDC experience.
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Senior Financial Professional
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Greenwich, Connecticut, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing...
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Financial Reporting Manager
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