Senior Associate
May 20, 2026Senior Accountant
June 4, 2026Senior Financial Analyst 10784
Budget and Forecast Responsibilities
- Preparation of the Company’s annual budget on a consolidated and stand-alone entity basis
- Assist with the Company’s overall quarterly financial forecasting on a consolidated and stand-alone entity basis
- Preparation of month-over-month and year-over-year variance explanations to budget and to prior year for various reporting presentations
- Obtain and maintain a thorough understanding of the financial reporting and general ledger structure
- Preparation of forecast presentations for the Board of Directors on a consolidated and stand-alone entity basis
Maintain total AUM rollforwards
Assist with monitoring and fulfilling Debt Requirements
Analysis
- Analyze current and past trends in key performance indicators
- Analyze and explain unexpected variances in key performance indicators Prepare and analyze monthly commission calculations
- Analyze department activity monthly as compared to budget and forecast
Reporting
- Assist with ad-hoc requests
- Preparation of budget presentations for the Board of Directors on a consolidated and stand-alone entity basis
Process Improvement
- Improve and/or develop financial models to support the evolving business needs
- Develop and implement procedures and use of resources to adapt to the changing business needs Assist with driving efficiencies within the Finance department under the use of enhanced data technology and tools
Requirements
- Bachelor’s degree in Accounting or Finance/Master’s degree preferred Knowledge and experience with partnerships and consolidation is a plus
- 2+ years of prior experience in a corporate accounting and financial environment area a plus Ability to multi-task, work under pressure and meet deadlines required
- Willingness to work a flexible schedule required
- Strong verbal and written communication skills required Highest standards of accuracy and precision; highly organized Ability to think creatively, highly-driven and self-motivated
- Must have strong experience with Microsoft Excel, PowerPoint and Word