Finance Associate
We are currently seeking candidates for a Finance Associate opportunity with a highly successful ESG-focused investment management firm located in Boston, MA. The Finance Associate will prepare financial statements, maintain general ledger, perform reporting, and support AP, AR, and payroll responsibilities. The ideal candidate will have 2+ years of experience in finance and accounting ideally within investment management industry.
This opportunity offers tremendous room for growth, wonderful mentorship, great work-life balance, excellent company culture, fantastic benefits, and hybrid flexibility.
Location: Boston, MA
Work-Model: Hybrid with 2-3 on-site days/week
Compensation: $75,000-$85,000 base + bonus
Responsibilities:
- Manage general ledger and oversee intercompany transactions for multiple entities
- Prepare financial statements and perform analysis
- Develop budgets and forecasts, review variances, and deliver insight into financial trends
- Assist in the preparation of monthly financial statements for management companies
- Produce necessary materials for regulatory filings and audits
- Monitor investment performance and provide analysis
- Perform payroll, accounts receivable, and accounts payable responsibilities
- Update and maintain financial databases and additional documentation
- Support special projects
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- 2+ years of experience in finance and accounting ideally in investment management or financial services
- Strong experience with accounting and financial reporting functions
- Great communication (written and verbal) and interpersonal skills
- Detail-oriented, analytical, and highly organized
- Intellectually curious and self-motivated
- Proficiency in Microsoft Office Suite
- Experience utilizing QuickBooks, Bill.com, or similar
- Ability to thrive in team and independent work environments
For immediate consideration, interested and qualified candidates should send their resume to Jenny at [email protected].
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