Massachusetts Education Jobs

Description

We are seeking a Finance Associate to join our team in the Financial Services industry, located in Boston, Massachusetts.

This position will be part of a family office in the role of Finance Associate.

The candidate will work with the team in organizing, administering, overseeing, and reporting on a variety of functions to improve the financial reporting and asset management for the supported families.

The ideal candidate is a self-motivated and detail-oriented team player with strong

organizational skills, a professional and discreet demeanor, and a flexible approach to learning, with the ability to handle conflict and changing information in a fast-paced environment.

RESPONSIBILITIES:

Treasury and Banking Support

Cash Management and Reconciliation

Investment Administration

Operational and Reporting Support

• Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system

• Assist in preparation of regular reporting as well as frequent ad hoc deliverables

• Prepare weekly report of investment and cash activity

• Reconcile and review cash inflows and outflows daily

• Maintain budgets and assist in forecasting of upcoming cash flows

• Participate in cash management, such as processing payments and strategically managing cash

• Various tasks related to investment administration and accounting from beginning to end of workflow, such as monitor distributions and process capital calls to ensure accurate reporting

• Coordinate supporting documentation for individual tax returns and collaborate in planning and filing of payments and returns

• Maintain online and physical filing systems

• Participate in meetings with external advisors

• Other interesting one-off projects

Requirements

• Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry.

• Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures.

• Experience with Bank Reconciliations.

• Familiarity with General Ledger and Journal Entries.

• Proven experience with Month End Close operations.

• Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP.

• Strong analytical abilities and attention to detail.

• Excellent communication and organizational skills.

• Bachelor’s degree in Finance, Accounting, or related field.

• Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus.

• Demonstrated ability to manage multiple tasks and meet deadlines.

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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