A premier financial services firm is seeking a senior-level reporting specialist to oversee compliance operations, mentor accounting staff, and manage key client relationships.
Responsibilities
- Direct daily operations, set professional goals, and conduct performance reviews for the financial reporting team.
- Supervise the compilation and filing of critical regulatory disclosures, including Form PF and Form SLT.
- Act as the primary liaison for institutional clients and external auditors regarding accounting issues.
- Design training programs on updated financial rules, U.S. GAAP, and IFRS frameworks.
- Manage engagement budgets while assisting with fund accounting workflows during peak cycles.
Requirements
Bachelor’s degree in Accounting, Finance, or Economics. CPA or CFA designation is highly preferred.
4–6 years of accounting experience within a Hedge Fund, Private Equity Administrator, or financial audit firm.
Deep understanding of complex derivatives and investment fund products (Hedge Fund experience strongly preferred).
At least 3 years of direct supervisory experience over investment fund accountants or auditors.
Strong technical writing skills and the ability to travel for client engagements as needed.
Benefits
Total Rewards & Company Culture:
Competitive Base Pay: Highly market-aligned salary structures scaled to your unique skills and experience.
Performance Bonuses: Lucrative, discretionary annual bonus pools tied directly to company success and individual impact.
Total Health Coverage: Top-tier medical, dental, and vision plans to protect you and your dependents.
Mental Health Support: Dedicated wellness programs and mental health resources to help you thrive daily.
Income Protection: Comprehensive short-term and long-term disability benefits for absolute peace of mind.
Family Support: Generous parental leave policies to give you quality time with your expanding family.
Future Security: Robust retirement savings match programs to help you maximize your long-term wealth.
Tuition Reimbursement: Financial backing to pursue advanced degrees, professional certifications, and continuing education.
Continuous Upskilling: A culture rooted in mentorship, career mobility, and ongoing professional development.