Financial Operations Associate

3 weeks ago


Wayzata, Minnesota, United States Waycrosse Full time

As an Investment Accountant at Waycrosse, you will be responsible for ensuring accurate and timely distribution of portfolio and client data, statements, and reports.

Responsibilities
  • Adhere to effective accounting policies, procedures, calendars, and KPIs to meet deadlines.
  • Reconcile investment records, investigate discrepancies, and post transactions from the investment accounting system.
  • Create financial statements, monitor workflows, and resolve issues for accurate and timely distribution.
Qualifications
  • Bachelor's degree in accounting, finance, or business.
  • 2+ years of accounting experience, preferably in investments or financial services.
  • Strong Excel skills, knowledge of investment accounting systems, and ability to multitask and prioritize.

A competitive salary range of $80,000-$105,000 reflects our commitment to your growth and success.



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