Senior Accountant
January 13, 2026Investment Accounting Manager
February 13, 2026Job Description 10514
Position Summary:
Our client, with a nationwide presence, is seeking an experienced professional to oversee accounting, reporting, planning, and budgeting operations. This is an opportunity for a detail-focused individual adept at formulating financial solutions.
Key Roles / Responsibilities:
- Lead a team focused on financial reporting, accounting, billing, collections, and budgeting.
- Coordinate the financial planning and budgeting process across the organization.
- Establish and enforce closing schedules and procedures.
- Develop and document internal control policies and procedures related to budget administration, and cash and credit management.
- Monitor and refine our accounting policies and procedures as necessary.
- Stay informed about changes in organizational policies, federal and state directives, and accounting standards.
- Oversee the preparation of financial statements, business activity reports, financial forecasts, annual budgets, and regulatory reports.
- Analyze financial statements to identify trends and unusual variations.
- Provide guidance to other organizational units on accounting and budgeting policies, and effective utilization of financial resources.
- Evaluate financial details of past, present, and expected operations to identify growth opportunities and areas needing improvement.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Monitor financial activities and metrics, including cash flow and reserve levels, to ensure compliance with legal and regulatory requirements.
- Execute additional duties as required.
Required Education, Experience, and Qualifications:
- Bachelor’s Degree and a minimum of 10 years of experience, including supervisory roles.
- Certified Public Accountant (CPA) designation is required.
- Prior experience with finance businesses and financing structures is preferred.
- Proficiency in Excel, accounts payable, and accounting is required.
- Familiarity with investment statements and taxes is a plus.
- Independent, detail-oriented, and accurate.
- Familiar with policies, procedures, and regulations related to confidentiality.
- Able to work independently as well as part of a team.
#IND