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Lead Financial Accountant

2 months ago

Greenwich, Connecticut, United States Creative Financial Staffing Full time
Position: Senior Accountant
Location: Stamford, CT

Creative Financial Staffing is seeking a Senior Accountant to join a dynamic investment management firm. The Senior Accountant will oversee the accounting functions for the firm's management company, general partner entities, and investment accounting and reporting.

Key Responsibilities of the Senior Accountant:
  • Maintain comprehensive financial records, including cash management, closing processes, and capital allocations.
  • Track deal flow and prepare capital calls and distributions.
  • Utilize proprietary capital allocation software to generate portfolio reports.
  • Comprehend intricate entity structures and deliver reports for tax compliance.
  • Prepare external tax and regulatory filings and reports.
  • Oversee fixed asset accounting and perform reconciliations.
  • Identify opportunities for process enhancements and system improvements.
Qualifications for the Senior Accountant:
  • A minimum of four years of relevant accounting experience in private companies or public accounting.
  • Bachelor's degree in Accounting (CPA designation preferred but not mandatory).
  • Proficient in advanced Excel for data management and reporting.
  • Strong ability to manage multiple tasks and meet deadlines.
  • Exceptional written and verbal communication skills, along with presentation capabilities.
  • Meticulous attention to detail and a process-oriented mindset.
  • Experience with accounting systems or ERP software.
The firm emphasizes intellectual capability, integrity, collaboration, leadership, excellence in execution, and a strong work ethic. This role is situated in a fast-paced environment that encourages continuous learning and professional growth.