74 results for Investment Banking

Investment Banking Analyst Boutique investment banking firm is seeking an Investment Banking Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research, financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. Major Responsibilities· Provide financial analysis, forecasting and reporting· Develop strategic initiatives· Budgeting & Forecasting· Variance Analysis· Generate periodic asset allocation reports· Maintain knowledge of regulations and policies· Integrate financial data· Prepare financial reports with key metrics· Establish financial trends and make recommendations· Resolve data discrepancies· Ensure compliance with relevant financial regulations To be considered, please apply directly to this post. Please direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn or by calling 571.297.9074

Finance Manager We are seeking an experienced and versatile Finance Manager with a strong background in investment banking, corporate development, and mergers & acquisitions (M& A) for a growing O& G Company in Houston. This role is ideal for someone who thrives in a dynamic environment, handling diverse financial responsibilities while engaging directly with executives and cross-functional teams. Finance Manager Responsibilities:• Develop and maintain complex financial models to support strategic decisions.• Participate in the evaluation of corporate and asset transactions, providing insights into potential structures.• Contribute to the creation of financial analyses, including valuation analyses and merger modeling.• Engage in commercial activities, with a particular focus on midstream and upstream O& G.• Track and analyze industry trends to inform business development strategies.• Collaborate with senior management to evaluate and support corporate strategies, providing analytic insights on the financial impact of these strategies.• Prepare investment memoranda for senior management and Board of Director meetings.• Assist with investor relations efforts, including the preparation of investor presentations and press releases.• Support regional leadership in developing strategic plans, mergers and acquisitions, project development, and asset optimization.

M&A and Business Develpment Analyst Oill and Gas Follow Shad's Video format on LI at #chalkboardtalk. Shad and his team at Robert Half Houston is working with an upstream oil and gas client searching for a business development financial analyst. This publicly traded client with proven leadership team is looking for a candidate with 5 plus years experience with M& A / Investment banking/Commercial Analyst/ Business Development that will work with a growing team. This role is newly created and company supports a structure that includes equity involvement. Company's compensation make up is base salary, bonus potential and benefits and company supports a hybrid work model. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with M& A / Investment banking/Commercial Analyst/ Business Development in the subject line.

Senior Associate - Private Equity John Asdell with Robert Half is partnering with a Private Equity Firm in La Jolla that is seeking to hire a Sr. Associate. This role will have the opportunity to work directly with the Investment Director on the full deal life cycle - from business valuation through to transaction execution. This is a very rare opportunity for a candidate that has not seen all phases of the deal process to fill out their entire skill set while working for a stable and growing fund. Ideally the firm is seeking candidates coming from Investment Banking or Private Equity but would also consider candidates coming from a Deals Advisory/Transaction Services practice of a Big4 firm. This person needs to be living in San Diego or planning on moving imminently. Though the role can have some hybrid flexibly, it will be common for this person to be working in person with the Investment Director in the La Jolla office. Responsibilities:<ul><li>Evaluate and analyze a variety of potential investment opportunities across numerous sectors.</li><li>Conduct comprehensive market analysis and industry research to aid in investment decisions.</li><li>Develop and present detailed internal investment memos and presentations.</li><li>Build, maintain, and analyze intricate financial models.</li><li>Perform valuation analyses utilizing various methodologies such as DCF and LBO.</li><li>Develop projections for combined balance sheet, cash flow, and P& L.</li><li>Lead financial due diligence efforts and coordinate with external advisors when necessary.</li><li>Assess the financial health and potential risks of prospective investment targets.</li><li>Review and analyze operational data, financial statements, and legal documents.</li><li>Assist in structuring and negotiating deal terms.</li><li>Support the execution of investment transactions from start to finish.</li><li>Collaborate with legal teams on matters of documentation and compliance.</li><li>Monitor the performance of portfolio companies and provide strategic and financial guidance to their management teams.</li><li>Prepare and present regular reports on investment performance to stakeholders.</li></ul>

Strategic Finance Manager Our client, a highly successful Retail company, is currently seeking a Manager of Strategic Finance to join their team. In this role, you will have ownership of the financial models, assist in any potential debt or equity transactions, and manage the semi-annual valuation process. You will work closely with the SVP finance to support long-term, value-creating initiatives, and create presentations for senior leadership. You will also assist in preparing investment presentations, and keep abreast of industry trends, economic factors, and macroeconomic conditions affecting capital markets. For immediate consideration please send resume to Ronny.Cohen@roberthalf.

Financial Analyst Corporate Financial Analyst immediate opening for Global Company based in Richmond VA. As a Financial Analyst, your role will be pivotal in ensuring optimal business operations through detailed financial analysis, financial modeling, and forecasting. You will be instrumental in maintaining financial models, preparing insightful reports, and providing recommendations to support business decisions. Responsibilities: • Utilize financial modeling techniques to forecast business outcomes and potential profits.• Conduct thorough analysis of historical and current financial data to assess the company's financial condition.• Develop and maintain financial models that can accurately predict the impact of potential investments or acquisitions.• Prepare detailed reports backed by data to assist management in decision making and strategic planning.• Apply your knowledge of Accounting Software Systems to perform various accounting functions and manage financial data.• Use Data Mining Techniques to extract, analyze, and manipulate large volumes of data.• Contribute to the budget processes and capital management strategies.• Apply your understanding of Investment Banking and Financial Planning & Analysis (FP& A) to improve business operations.• Conduct Auditing tasks as required, ensuring compliance with financial regulations and standards.• Leverage your skills in Accrual Accounting to maintain accurate financial records and reports

Associate Robert Half is partnering with an established but growing consulting Las Vegas based firm in their search for a Finance Associate. The preferred candidate should have an analytical mindset, exceptional problem-solving skills, and the ability to operate in a fast-paced, challenging work environment. Responsibilities include: <ul><li>Analytics including evaluating first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, etc.</li><li>Creation of complex financial models including detailed 3-statement financial models, ad hoc analytics, and company valuations</li><li>Assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients</li><li>Working directly with senior team members and clients to devise comprehensive solutions to the complex financial challenges across multiple industries</li></ul>

Senior Financial Analyst John Asdell with Robert Half is partnered with a multi-billion-dollar company based in San Diego with national operations. The company is continuing to expand its FP& A function and is hiring a Senior Financial Analyst to support two of the fastest growing business units in the firm. The scope of the duties will be traditional commercial finance tasks and provide a high degree of visibility for this Sr. FPA Analyst. This person will report directly to the Director of Finance and be afforded the opportunity to be mentored in corporate strategy with an eye toward corporate development. The role offers a hybrid work schedule with a very competitive compensation package that includes an above market base salary with an annual bonus. Responsibilities: • Collaborate with various departments to collect and analyze data and information• Develop and maintain accurate financial models at the corporate and project levels• Provide analytical support to the C-suite and finance organization, assisting with critical business analyses• Present analytical findings and data to various teams in a clear, concise manner• Monitor project status, capital spend, cash flows, and other financial metrics on a weekly basis• Assist with financial reporting tasks as required by the company• Conduct budget to actual variance analyses for project and corporate costs and cash flows• Track information for project transactions and associated data rooms• Evaluate company performance through detailed analysis and critical thinking• Complete ad hoc tasks and analysis as necessary to support the company's objectives.

Senior Associate Robert Half is assisting a leading Las Vegas based advisory firm in their search for a finance professional with expertise in corporate restructuring, investment banking, or financial consulting to Join their team. In this Senior Associate role, you will use your expertise to assist in solving complex financial challenges for their clients. Responsibilities of the role: <ul><li>Create detailed financial models, perform complex analyses, and conduct company valuations.</li><li>Assist in preparing pitch books and provide research and analysis for potential clients.</li><li>Collaborate with senior personnel and clients to develop solutions to complex financial challenges, summarizing large amounts of financial and legal information into concise presentations.</li><li>Support all aspects of firm engagements, including financial and legal analysis, litigation, financial modeling, valuations, strategic alternative evaluations, and damage quantifications. </li><li>Work closely with team members on diverse engagements representing clients across various industries.</li></ul>

Senior FP&A Analyst Growing client within the healthcare industry seeks a forward thinking, Senior FP& A Analyst with strong analytical skills. The Senior FP& A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP& A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently. Major Responsibilities· Manage the annual budget and strategic planning process· Prepare cost projections· Conduct thorough research of historical financial data· Analyze business opportunities and investments· Financial Modeling· Lead efforts to business unit profitability· Risk Management· Develop and gain deep business understanding of financial drivers· Ad Hoc Analysis· Monitor performance indicators for profit and loss· Establish financial policies

Director of Financial Planning and Analytics Company Overview:Our client, a small but rapidly growing firm specializing in innovative and complex investing and insurance services, is looking to hire a Director of Financial Planning and Analytics. Their team fosters a strong culture of collaboration and innovation, demonstrated by our excellent track record of employee retention. This newly created role provides a unique opportunity to shape the future of our financial operations and strategy while working in a fully remote environment with limited travel. Position Overview:The Director of Financial Planning and Analytics will serve as the right hand to the Managing Director, playing a pivotal role in driving the financial health and strategic growth of the organization. This is a hands-on position requiring a strong foundational knowledge of accounting, advanced financial modeling skills, and the ability to thrive both independently and as part of a collaborative team. Key Responsibilities:<ul><li>Develop and manage comprehensive financial models to support strategic decision-making.</li><li>Prepare and analyze the three financial statements (income statement, balance sheet, and cash flow statement).</li><li>Lead the creation and management of forecasts and budgets, ensuring alignment with organizational objectives.</li><li>Conduct ad hoc financial reporting and analysis to support business initiatives.</li><li>Calculate and report on internal rates of return (IRR) and other performance metrics for investments.</li><li>Build robust financial business cases to support strategic investments and operational decisions.</li><li>Support investor relations activities, including preparation of reports, presentations, and communications.</li><li>Collaborate with cross-functional teams to identify opportunities for process improvements and operational efficiencies.</li><li>Partner with the Managing Director to execute financial strategies that align with organizational goals.</li></ul>

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. As a Sr. Financial Analyst, you will be involved in a variety of financial operations, including financial analysis, valuation, M& A modeling, and budgeting. You will be working in a fast-paced environment where your analytical and problem-solving skills will be put to the test. Senior Financial Analyst Responsibilities:• Carry out complex financial analysis and valuation to support business decisions.• Participate in Mergers & Acquisitions (M& A) modeling, including analyzing critical assumptions.• Assist in the execution of financing transactions and manage lender and partner compliance reporting.• Contribute to the development of quarterly earnings reports and presentations.• Support budgeting and forecasting activities to ensure financial goals are met.• Conduct industry and competitive analysis in power markets, renewable attribute markets, and commodity markets.• Oversee operations, development, and capital investment financial reporting and forecasting.• Conduct investment research and perform business and counterparty due diligence.• Assist in contract negotiation to support business operations.

Investment Professional Successful private equity firm located in the Greater Philadelphia Area is looking to staff an Private Equity Investment Professional with expertise in investment banking and/or experience with corporate acquisitions. In this role, you will source and implement acquisitions, including, research and analysis, onboarding, and ongoing leadership. This is a mainly onsite position located in the Greater Philadelphia area – only local candidates will be considered.

Senior Financial Analyst Outstanding opportunity with Fortune 500 company in growth mode. The client is seeking candidates from investment banking, private equity, venture capital or corporate with strategic analysis / financial modeling. The responsibilities include - Develop and enhance financial models. Drive business insights and improve forecasting accuracy. Provide strategic advice and financial analysis for investment decision, channel expansions. Drive strategic insights as a result of competitive analysis. Develop business cases for support of senior leadership initiatives and recommendations to management. Profitability analysis and projections. The company offers excellent opportunities for advancement and rich benefits. 5 weeks of vacationHealth, dental, vision insurance 3% gift to 401K and dollar for dollar match up to 5% for 401K contribution from the employer The hiring manager is great and is seeking top tier talent.

Merger and Acquisition Senior Analyst Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. Responsibilities: • Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.• Engage with external partners to guarantee timely and high-quality deliverables.• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.

- Private Investments Valuation Analyst, VP We are providing an opportunity for a Private Investments Valuation Analyst, VP in the banking industry, located in Boston, Massachusetts. This role involves a blend of in-office and remote work. You will be primarily involved in refining valuation processes for private instruments, conducting independent valuations on a variety of securities, and analyzing market data for valuation models. Responsibilities: • Refine valuation processes for private instruments to ensure accuracy and efficiency.• Conduct independent valuations on a diverse range of securities to establish their financial worth.• Analyze market data to enhance valuation models and provide accurate investment evaluations.• Document procedures for financial reporting, ensuring all data and processes are accurately recorded.• Liaise with external valuation experts to gain insights and improve internal processes.• Leverage critical thinking and problem-solving abilities to address complex valuation challenges.• Utilize expert knowledge of technical accounting standards in all valuation processes.• Handle customer credit applications, ensuring they are processed accurately and efficiently.• Maintain customer credit records with high levels of accuracy and confidentiality.• Monitor customer accounts and take appropriate action as necessary.• Address customer inquiries, providing high-quality customer service at all times. This role requires specific skills in credit, valuations, alternative asset, commercial mortgage-backed securities (CMBS), and MBS

Assistant Controller Robert Half has partnered with a banking institution in Denver in search of an Assistant Controller! The Assistant Controller position is offering a hybrid work schedule, unlimited PTO, free parking, and great benefits! The Assistant Controller position is paying $125,000-175,000 + bonus! The Assistant Controller will be responsible for the following: <ul><li>Manage month end close reporting package. </li><li>Oversight of the revenue cycle for Trust and Investment Management, including: initial set-up of clients in systems, revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports.</li><li>Involvement in and oversight of general ledger entry preparation and review, account reconciliation reviews, and month-end close process including reporting results.</li><li>Assist in review of certain financial reporting schedules for Call/Regulatory Reporting and SEC filings.</li><li>Oversee the payroll process including benefits billing and compensation accruals.</li><li>Lead and develop a team of 5-7 people. </li></ul>Requirements for the Assistant Controller include: <ul><li>Bachelor’s Degree in Accounting, Finance or Business</li><li>10+ years of accounting experience</li><li>2+ years of supervisory experience </li><li>Banking, financial services, mortgage, investments or related industry experience</li></ul>Preferred qualifications for the Assistant Controller include:<ul><li>CPA</li><li>Public company experience</li><li>Software implementation experience</li></ul>If interested in the Assistant Controller position, please click "Apply Now" below!

Financial Operations Manager We are on the lookout for a Financial Operations Manager to join our team in Delaware. In this role, you will be tasked with managing various banking, business, and property operations, including account management, payroll processing, and tax filing. This role falls within the finance industry and is based in an office setting. The Financial Operations Manager is responsible for overseeing and managing the day-to-day financial operations within the organization. This role ensures the accuracy, efficiency, and timeliness of all financial processes, including budgeting, reporting, accounts payable/receivable, payroll, and compliance. The manager works closely with senior leadership to provide actionable financial insights and maintain financial health while ensuring adherence to company policies and financial regulations. Responsibilities:• Oversee the management and maintenance of bank and investment accounts, including the opening, closing, and balance maintenance• Handle and distribute mail, forward invoices, and receipts to bookkeeping services for recording and payment• Facilitate the management of Quickbooks, scheduling of invoices and payments, and the processing of mortgage interest and principal payments• Monitor expenses, provide trend analysis to owners, and manage investment strategies• Maintain company files both digitally and in hard copy, managing IT related issues and assisting contractors in issue resolution• Oversee aspects of payroll, processing payroll, remitting payroll taxes, filing payroll tax reports, and managing benefit plans and payments• Handle vendor contract renewals and new vendor vetting, ensuring compliance with business licensing and trust-related activities• Coordinate property repairs, manage billing and payment, and oversee leasing for vacation rental properties• Assist with trust and estate planning matters in coordination with legal and accounting professionals, manage life insurance policies and related financial records, and track and record loans between trust entities.

CFO We are inviting applications for the role of CFO based in Albuquerque, New Mexico. The successful candidate will be expected to provide strategic financial leadership, develop policies and procedures to meet our objectives and supervise the finance department. This role also involves ensuring timely and accurate budget analysis and financial review for the management team. Responsibilities: • Provide strategic financial leadership and support on the evaluation of issues affecting the business. • Develop and recommend policies, procedures, and systems to meet company objectives. • Supervise, evaluate, and train finance department personnel. • Ensure timely and accurate budget analysis and financial review for the management team. • Work to optimize the handling of bank and deposit relationships and initiate needed strategies for improvement. • Stay abreast of trends and regulations to ensure effectiveness and compliance for the finance and human resources functions. • Oversee and compile financial statements monthly, review financial reports for unusual fluctuations, perform analysis of financial data. • Coordinate and assist in the annual financial audit and corporate income tax return. • Reconcile or review reconciliations of all bank accounts, investment portfolio, fixed assets, general ledger accounts, adjusting entries, and accounts payable functions. • Develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. • Administer all employee benefit programs, including group life, disability, medical, dental, SEP, FSA, COBRA, and others. • Manage the human resources information systems database and time clock systems including paid time off management.

Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy

Sr. Accountant Brooklyn based school is hiring a Senior Accountant to their team. They are in the office full time/5 days a week and are seeking locally based candidates only. Responsibilities:● Ensure timely and accurate processing of transactions, month-end and year-endclosings and schedule preparations, accruals, and journal entries● Analyze and reconcile general ledger accounts, identifying and resolvingdiscrepancies.● Prepare monthly bank account, investment account and credit card paymentreconciliations● Assist with the preparation of the School’s monthly financial reports, budget toactual statements, annual budget, forecasting, and related schedules.● Liaise with divisional budget managers and Parents’ Association Treasurerregarding annual budget and spending● Assist with the annual financial audit including reconciliations, year-end closing,and preparation of necessary schedules● Maintain fixed asset schedule● Cross-train roles within the business office; act as backup for Student Billing andAccounts Payable/Receivable functions● Collaborate with Business Office team members on banking wires, ACH paymentset up and check processing system● Oversee preparation of 1099-Misc forms Please send resumes directly to saravana.velayutham@roberthalf(.)com. If you're working with one of my colleagues in the tri-state area, please reach out to them and refer to job reference number 02940-0013103133

Vice President and Investments Manager Robert Half is seeking a well-qualified individual for a Banking Industry Client in Honolulu with deep financial risk management experience in a regulated financial institution. The ideal candidate should possess a solid understanding of fixed income securities, including its issuance, trading and their valuation. They should demonstrate an excellent understanding of banking products and services and how these contribute to the bank's financial portfolio and risk profile. Key responsibilities include overseeing bank’s assets and liabilities, managing interest rate risk and ensuring the bank's financial stability. Additionally, they need to strategize for capital, liquidity, and interest rate risk management, and assist in preparing balance sheet reports and forecasts. Monitoring of market trends, developing a robust balance sheet risk management framework, and collaborating with other departments to manage balance sheet exposures are also within the remit of their job. Candidates should also be prepared to assist in stress testing processes and ensure balance sheet compliance with relevant regulations. The role also requires evaluating investment performance, managing portfolios comprising of bonds, stocks, and other financial securities, presenting investment plans to potential investors, developing relationships with clients and managing the investment process per regulations. Skills essential for the role are analysis, strategic planning, problem-solving, decision-making, and communication.

Financial Associate We are looking for a Financial Associate to join our team based in Trevose, Pennsylvania. In this role, you will be responsible for a variety of financial and administrative tasks, including account management, invoicing, and financial audits. Responsibilities: • Utilize Quickbooks Online to manage and maintain client accounts • Manage monthly administrative invoicing and distribution • Communicate effectively with all entities associated with a client account, such as account managers, clients, sales representatives, and brokers • Conduct bank account reconciliations and assist with any financial audits or inquiries • Uphold and apply appropriate financial policies and procedures • Execute daily deposits and distribution tasks • Oversee accounts receivable management; prepare and track receipt of client invoicing • Provide accounts payable support and backup accounts payable staff • Monitor finance group email box and respond to inquiries in a timely manner • Use Microsoft Excel and other tools for data management and reporting

CFO Are you an experienced accounting and finance detail oriented with strong managerial skills and a hands-on approach? Do you thrive in a dynamic environment where you can make an impact across treasury, accounting, and business operations? We're looking for a Controller to join our clients team in Charlotte, NC. What You’ll Do: -Treasury & Cash Management: Manage operational banking, debt oversight, and investment reporting/consolidation. -Real Estate Operations: Oversee property accounting, lease extracts, 1031 exchanges, P& C insurance, and risk management. -Full-Cycle Accounting & Financial Reporting: Prepare and review financial statements, including balance sheets, income statements, equity reconciliations, and cash flow statements.-Execute GL month-end close procedures, AR/AP management, and inventory control. Implement and optimize ERP systems while establishing internal controls and SOPs. -Tax & Compliance Oversight: Oversee corporate tax return preparation, including C-Corp, S-Corp, partnership, individual, and trust returns. -Manage sales tax compliance across multiple states and Canadian GST/QST reporting. -Operational Expertise: Handle intercompany transactions and reconciliation for closely held companies. -Manage payroll cycles, including quarterly/annual filings and W-2s. -Ensure compliance with HR benefit programs, 401(k) management, and legal documentation. -Strategic Planning & Forecasting: Lead budgeting and forecasting processes across five major divisions.-Conduct analysis using Access databases and Excel while facilitating planning meetings. -Family-Owned Business Dynamics: Navigate the unique challenges of family business operations, including ownership via trusts and close collaboration with family stakeholders.

Private Equity - Finance Accountant Private Equity Accountant<ul><li>Great role with growth and career development</li><li>Lots of visibility and variety in the PE investment firm itself</li><li>Total comp is in the low $100s with amazing benefits</li><li>Hybrid - 2 days in office</li></ul>Our client, a very well-established and stable private equity firm, is seeking a Staff Accountant (Funds side) to join their team. This person will report directly to the VP Finance. This client expects employees to be in-office on a hybrid basis, typically 2 days/week in office, however, they do offer some flexibility. The role will include:<ul><li>fund general ledgers, financial statements, analysis</li><li>capital call and distribution package preparations</li><li>related reporting to Limited Partners.</li><li>alternative investment vehicles and trial balances</li><li>treasury, cash management and banking, including related legal documentation in some cases</li><li>assist with the year-end audit process for the private equity funds</li></ul>