Job Overview – Senior Finance Associate:
Advance your career as a Senior Finance Associate with our client, a prominent financial firm based in Boston, MA. This in-office role emphasizes accurate financial reporting, compliance assurance, and collaborative problem-solving to support key business initiatives and operational excellence.
Compensation: $98,000 – $110,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (In-Office)
Responsibilities as the Senior Finance Associate:
- Financial Reporting: Prepare and review SEC filings (10-Q and 10-K) for BDCs and produce weekly performance reports, including returns and attribution analysis.
- Analytical Review: Conduct quarterly balance sheet and income statement reviews, along with NAV reconciliations with external administrators.
- Investor Relations: Contribute to investor decks, earnings releases, and presentations for the Board of Directors.
- Compliance Oversight: Collaborate with legal and compliance teams to meet regulatory standards and document internal control effectiveness.
- Joint Venture Management: Apply legal provisions for joint ventures, managing capital calls, distributions, and investment restrictions.
- Audit Coordination: Partner with external auditors, providing comprehensive support during audit processes.
Qualifications for the Senior Finance Associate:
- Education: Bachelor’s degree in Accounting or Finance required (CPA preferred).
- Experience: 2-4 years in Big 4 Public Accounting or Financial Services required, with exposure to publicly traded funds (BDC experience a plus).
- Skills & Attributes: Advanced Excel proficiency, strong analytical problem-solving abilities, and a proactive, detail-oriented approach with the capacity to manage tight deadlines.
- Preferred: Experience in financial reporting and compliance for public entities, with the ability to interpret complex legal documents effectively.
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.