Robert Half Financial Services are currently recruiting for a VP Accounting role at growing Investment firm based in midtown Manhattan New York. Our client requires an active CPA license and 7+ years’ Management Accounting experience within the Financial Services industry. The VP Accounting will handle accounting procedures, prepare financial reports, ensure the accuracy of financial records, assist in budget preparation and assist the accounts payable and receivable functions/systems,. The role requires 3 days per week in the midtown office.
Responsibilities:
• Assist Controller in the preparation and presentation of financial reports such as income statements, balance sheets, and cash flow statements, AUM reports, Cap-Ex reporting for CFO and COO reviews.
• Work with Controller in the creation of monthly budget reporting and packages to various stakeholders.
• Oversee Management Co. monthly financial close including input and review of daily and monthly transactions in the accounting system, account reconciliations, and report generation.
• Review full GL and TB monthly with Controller.
• Identify and present variance analyses and changes from prior periods and budgets.
• Facilitate annual financial audits and internal control assessments.
• Assist Controller in putting together tax preparation documentation for external accountants for State and Federal filings.
• Update and develop dashboards and other executive team tools.
• Assist in preparation of report inputs for revenue and expense modeling.
• Work alongside team members to identify and implement process enhancements to improve financial operations, internal controls, and reporting systems.
• Lead team projects and initiatives that focus on creating operational efficiencies and scale.
• Liaise and build strong relationships with teams across the organization.
Qualifications:
• CPA license
• 7+ years’ Management Accounting experience within the Financial Services industry, preference from Investment or Wealth Management
• Knowledge of NetSuite and Concur accounting software advantageous
• PowerBI, Alteryx, or other business intelligence tools a plus.
• Bachelor or Master Degree in Accounting from a well known school
The VP Accounting role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $140-170k base plus bonus and great benefits. If your profile matches the above criteria, please email me Trishan.Khareghat@roberthalf.com
