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We are seeking a highly skilled accounting professional to support a private investment firm with a broad range of financial, operational, and strategic responsibilities. Great opportunity for advancement into an Assistant Controller position in the future. Must be able to commute to Boynton Beach full time.
Key Responsibilities
- Collaborate with external audit and tax advisors to support annual financial reporting and compliance
- Conduct internal audits and ensure accuracy across financial records and investment reporting
- Analyze revenue trends and profit margins to support strategic decision-making
- Participate in budgeting and forecasting processes
- Oversee reconciliation of financial ledgers and manage payables/receivables
- Supervise bookkeeping and maintain accurate financial documentation
- Provide financial insights and recommendations to senior leadership
- Develop and refine internal accounting policies and procedures
- Monitor regulatory developments and ensure compliance with applicable standards
- Maintain organized digital and physical financial records
- Contribute to cross-functional projects involving operations, legal, and business strategy
Qualifications
- Bachelors degree in Accounting or Finance
- Proven experience in accounting roles, preferably within investment or financial services
- Strong understanding of GAAP and tax regulations
- Proficiency in accounting software and advanced Excel functions (e.g., VLOOKUP, pivot tables)
- Exceptional analytical and organizational skills
- Strong written and verbal communication abilities
- High level of integrity and discretion in handling confidential information
- Interest in the investment management industry
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Analyst-
Industries
Investment Management and Funds and Trusts
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Inferred from the description for this job
Medical insurance
401(k)
Vision insurance
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