PEI Global Partners
Position Overview
At PEI Global Partners, a boutique investment bank specializing in power, renewable energy, midstream, and sustainable infrastructure transactions, we are looking for a Senior Accountant to manage our internal financial operations. The role will lead accounting, financial controls, and reporting functions while collaborating closely with leadership, external auditors, and legal/tax advisors.
Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $140,000.00/yr
Key Responsibilities
Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiaries.
Prepare and analyze financial statements, consolidated reporting, and partnership allocations.
Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals.
Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent.
Track transaction-based revenue streams from M&A and financing advisory fees, and fees linked to carry/incentive structures.
Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy.
Manage tax preparation coordination with external CPA firms, including K‑1s, federal/state returns, and compliance filings for multiple entities.
Oversee payroll, benefits accounting, A/P, A/R, vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses.
Support audit preparation, internal controls development, and process documentation.
Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans.
Qualifications
Must be located in the Tampa Bay area.
Bachelor’s or Master’s in Accounting, Finance, or related field (CPA required).
5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services.
Prior FINRA/SEC compliance reporting or experience in broker‑dealer accounting is a major plus.
Series 79 or willing to obtain within 5-6 months of hire.
High proficiency in QuickBooks, Excel, and financial reporting tools (experience implementing new systems a plus).
Detail‑oriented with exceptional communication skills, a proactive mindset and an ownership mentality.
How to Apply Submit your resume and a brief cover letter outlining your relevant accounting experience via Indeed or email savanna.munyan@peigp.com.
Job Type: Full‑time
401(k)
401(k) matching
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Work from home
#J-18808-Ljbffr
Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $140,000.00/yr
Key Responsibilities
Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiaries.
Prepare and analyze financial statements, consolidated reporting, and partnership allocations.
Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals.
Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent.
Track transaction-based revenue streams from M&A and financing advisory fees, and fees linked to carry/incentive structures.
Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy.
Manage tax preparation coordination with external CPA firms, including K‑1s, federal/state returns, and compliance filings for multiple entities.
Oversee payroll, benefits accounting, A/P, A/R, vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses.
Support audit preparation, internal controls development, and process documentation.
Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans.
Qualifications
Must be located in the Tampa Bay area.
Bachelor’s or Master’s in Accounting, Finance, or related field (CPA required).
5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services.
Prior FINRA/SEC compliance reporting or experience in broker‑dealer accounting is a major plus.
Series 79 or willing to obtain within 5-6 months of hire.
High proficiency in QuickBooks, Excel, and financial reporting tools (experience implementing new systems a plus).
Detail‑oriented with exceptional communication skills, a proactive mindset and an ownership mentality.
How to Apply Submit your resume and a brief cover letter outlining your relevant accounting experience via Indeed or email savanna.munyan@peigp.com.
Job Type: Full‑time
401(k)
401(k) matching
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Work from home
#J-18808-Ljbffr