Manage monthly, quarterly, and annual close process, ensuring accurate and timely completion
Preparation and review of management financial reporting packages, including P&L reconciliations, variance analysis, and supporting schedules
Oversee preparation of annual financial statements and working with external auditors to issue audits
Design and monitor internal controls over financial reporting, including documentation of key processes and controls
Partner with the CFO on cash flow forecasting, working capital management, and capital allocation decisions
Lead preparation and review of federal, state, and local tax filings for management companies, GPs, and related entities, working with external tax advisors as needed
Manage partnership and GP tax reporting, including review of Schedules K-1, PTET, allocations, and partner capital accounts
Maintain tax calendars, ensure timely filing and payment of all tax obligations, and monitor tax notices, audits, and inquiries
Own day-to-day administration and accounting for deferred compensation arrangements, including carried interest plans, bonus deferral programs, and other long-term incentive plans
Coordinate with HR and Legal on plan documentation, grant letters, and participant communications, ensuring alignment with plan terms and regulatory requirements

5-7 years of experience in accounting, including a mix of public accounting (preferably Big-4) and corporate roles
Bachelor’s degree in accounting
CPA strongly preferred
Strong Microsoft Suite skills, especially Excel, Power Point & Word
Strong interpersonal, analytical, and communication skills

Senior Associate, Finance

Key skills