Job Overview – Financial Analyst (Private Equity):
Take on a pivotal role as a Financial Analyst specializing in Private Equity with our client’s team in Boston, MA. You’ll manage and deliver accurate financial reports on partner investments, collaborating with a dynamic team to support private equity operations.
Compensation: $80,000 – $100,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (In-Office)
Responsibilities as the Financial Analyst:
- Investment Accounting: Perform monthly accounting and reconciliation of partner investments and related cash flows.
- Tax Deliverables: Manage the collection, organization, and retention of quarterly and year-end tax deliverables, including K-1s and IRS Foreign Reporting Forms.
- Expense Management: Approve and process expense payments while ensuring accuracy and compliance.
- Document Management: Organize and maintain comprehensive financial records, transferring data into financial software databases.
- Tax Support: Collaborate with external tax preparers and assist in preparing necessary tax documents.
Qualifications for the Financial Analyst:
- Education: Bachelor’s degree in Accounting or Finance required.
- Experience: 2+ years of Finance experience with a strong understanding of tax and accounting principles for investments.
- Technical Skills: Familiarity with managing balance sheets and investment summaries for high-net-worth individuals.
- Skills: Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
- Attributes: Strong interpersonal and communication skills, with a high level of discretion, integrity, and initiative.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.