<p>Partnering with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager.</p><p>Responsibilities includes...</p><ul><li>trend analysis</li><li>portfolio risk analysis</li><li>strategic decision support</li><li>preparation and reconciliation of client accounts and reserve balances</li><li>managing ACH setups</li><li>leading the implementation and evaluation of new systems</li><li>supporting annual audits both internally and externally</li><li>and more</li></ul><p>Benefits for the Sr. Fiduciary Analyst and Portfolio Manager includes remote work flexibility, unlimited PTO, bonus potential, 100% healthcare coverage for both the employee and dependents (including vision/dental) and 401k with company match!</p>
<p>We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals.</p><p>• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships.</p><p>• Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees.</p><p>• Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations.</p><p>• Establish and maintain strong relationships with external investment managers, ensuring seamless coordination.</p><p>• Prepare detailed investment performance reports and present findings to clients and stakeholders.</p><p>• Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team.</p><p>• Ensure compliance with relevant regulations and tax laws governing trust investments and accounting.</p><p>• Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts.</p>
<p>Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.</p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) </p><p><strong><u>Job Purpose (Job Summary)</u>:</strong></p><p>The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.</p><p><strong><u>Key Responsibilities / Duties</u>:</strong></p><p><strong>CLO Equity Funds and other private credit funds:</strong></p><p>The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.</p><p>Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.</p><p>Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.</p><p>Work with other departments on the acquisition and disposition of portfolio investments as appropriate.</p><p>Demonstrate leadership skills by volunteering for special projects in the department.</p><p>Other duties as assigned.</p><p><strong>Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:</strong></p><p>The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.</p><p>Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.</p><p>Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.</p><p>Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager.</p><p> Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.</p><ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
<p>A wealth management firm is seeking a client‑focused Wealth Advisor to lead planning conversations, manage client relationships, and guide families through all stages of their financial life cycle. This role combines relationship management, financial planning, and investment oversight, with a strong emphasis on delivering personalized strategies and long‑term guidance.</p><p>Responsibilities</p><ul><li>Lead discovery, planning, and review meetings with new and existing clients</li><li>Manage a select client portfolio and provide ongoing financial guidance</li><li>Review portfolios, adjust allocations, and identify new planning opportunities</li><li>Develop customized financial, tax, estate, and retirement strategies</li><li>Collaborate with the Portfolio Manager to ensure appropriate investment positioning</li><li>Coordinate client needs across internal teams and maintain accurate documentation</li><li>Support onboarding, research, and client service activities</li><li>Build strong client relationships and help grow the business through referrals</li></ul><p>Qualifications</p><ul><li>Bachelor’s degree or higher</li><li>FINRA Series 7 and 66 (or 63/65)</li><li>CFP required</li><li>Experience with goals‑based planning tools (eMoney, MoneyGuidePro, etc.)</li><li>Strong communication and presentation skills</li><li>Ability to explain complex financial concepts clearly</li><li>Detail‑oriented, organized, and a strong problem‑solver</li><li>Wealth management experience with sound judgment and client‑first mindset</li><li>Collaborative and comfortable working in a small‑firm environment</li></ul><p><br></p><p><br></p>
<p>The Fund Accounting Manager is responsible for overseeing the preparation, review, and delivery of accurate financial reporting for registered investment companies. This role requires deep technical accounting expertise, strong industry knowledge, and the ability to manage multiple deadlines in a fast‑paced environment. The ideal candidate brings hands‑on fund accounting experience, exceptional attention to detail, and strong communication skills, along with the leadership ability to support high‑quality client service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Fund Accounting</strong></p><ul><li>Prepare and review <strong>investment company financial statements</strong>, footnotes, and supporting schedules in compliance with regulatory requirements.</li><li>Compile and deliver <strong>financial data for fund prospectuses</strong> and shareholder reports.</li><li>Ensure accuracy of daily, monthly, and quarterly NAV calculations and related accounting records.</li><li>Maintain GAAP‑compliant accounting policies and procedures related to registered funds.</li></ul><p><strong>Audit & Compliance</strong></p><ul><li>Coordinate with independent auditors during annual audits, providing supporting documentation and responding to audit inquiries.</li><li>Ensure compliance with SEC, GAAP, and industry regulations applicable to registered investment companies.</li></ul><p><strong>Client Service & Deadline Management</strong></p><ul><li>Manage timelines for deliverables and meet <strong>tight client deadlines</strong> with precision and organization.</li><li>Communicate proactively with clients, fund administrators, and internal teams to ensure timely resolution of issues.</li><li>Provide subject matter expertise and guidance to internal and external stakeholders.</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Support process improvements designed to streamline reporting workflows and increase efficiency.</li><li>Assist in managing relationships with third‑party service providers, including fund administrators and custodians.</li><li>Oversee junior staff or team members where applicable, supporting development and quality control.</li></ul><p>This role offers a lot of flexibility to WFH. But to be considered, you need to live in Colorado. </p><p><br></p>
<p>We are looking for an experienced Senior General Manager to oversee a high-profile portfolio in Bellevue, Washington. This role involves managing complex assets with significant financial responsibilities while ensuring top-tier client satisfaction and operational excellence. The ideal candidate will have a strong background in commercial real estate or luxury property management and a proven ability to lead large, matrixed teams.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the management of a sophisticated portfolio, ensuring all operations meet high standards of quality and efficiency.</p><p>• Develop and execute budgets, forecasts, and financial plans for assets exceeding $1 billion in value.</p><p>• Manage lease structures and agreements, ensuring compliance and alignment with business objectives.</p><p>• Lead commissioning and construction oversight for new building projects, ensuring timely and successful completion.</p><p>• Collaborate closely with senior executives and demanding stakeholders to align on strategy and deliver exceptional results.</p><p>• Provide leadership and direction to large, matrixed teams, fostering collaboration and performance excellence.</p><p>• Monitor financial reporting processes, ensuring accuracy and transparency.</p><p>• Build and maintain strong relationships with clients, delivering a high-touch and detail-oriented experience.</p><p>• Navigate fast-paced and high-pressure situations with confidence and adaptability.</p><p>• Implement operational strategies that enhance the value and reputation of the portfolio.</p><p><br></p><p>The salary range for this position is $170,000 to $195,000.</p><p><br></p><p>Benefits:</p><p>M/D/V</p><p>401k with match</p><p>2 weeks PTO</p><p>6 paid holidays</p>
<p><br></p><p>Chris Willhite, CPA at Robert Half has teamed up with a $10 billion+ investment firm to assist in the recruitment of a Tax Manager (Planning / Deal Structuring). This role requires a CPA with strong exposure to complex, multi-tiered investment partnerships with a focus on international and Sub-chapter K. The ideal background is a candidate who works or has worked in public accounting with solid exposure to all aspects of federal taxation. Pay is "market" depending on the candidates skill set. </p><p> </p><p> If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com . </p><p><br></p><p> Here is the job description provided by the hiring company for your review: </p><p> </p><p><strong>Qualifications</strong></p><p><strong> </strong></p><p>The candidate should possess strong academic credentials and organizational skills, and be able to work efficiently and effectively in a team atmosphere or independently. A CPA certification is required. Minimum of five years experience in public accounting tax services is required with an emphasis in financial services and partnership taxation.</p><p> </p><p><strong>Primary Duties</strong></p><p><strong> </strong></p><p>Oversee preparation and review of all investment funds’ tax workbooks, tax financials, Schedule K-1s, tax returns, and extensions within a master-feeder fund structure - Federal and State. </p><p>Research tax issues, tax attributes of current and potential investment vehicles, and tax consequences to investment funds whether domestic or international; communication and recommendation to portfolio managers and analysts based on research performed.</p><p>Monitor and track the income associated with pass-through type investments and obtaining income estimates as necessary. Collect and review all Schedule K-1’s for reportable transactions and state filing requirements.</p><p>Keep apprised of new and proposed tax laws and their impact on the investment funds and management companies.</p><p>Assist in preparation of tax work papers, tax returns, extensions, and payments for all management companies. </p><p>Prepare management companies’ tax calculations and partner allocations quarterly and annually to ensure accurate and timely payments.</p><p>Develop and improve tax compliance procedures/policies/controls consistent with best industry practices.</p><p>Manage ASC 740 for publicly traded entities </p><p>Review foreign entities (forms 5471 and 8865)</p><p> </p><p>If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com .</p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>Robert Half Finance and Accounting has teamed up with a $12 billion plus real estate private equity firm to assist in the recruitment of an Audit Manager. This role will require less than 30% travel and will interact with Investment Accounting and investment operations. Pay is up to 110K base for the right candidate. Hot buttons are: CPA, public accounting, knowledge of real estate, private equity, credit based investments.</p><p><br></p><p>Please Chris Willhite at 972-789-9590.</p><p> </p><p>Here is the job description:</p><p> <strong><u>Company</u></strong></p><p>The firm is an investment advisor and asset manager that specializes in managing the assets and real estate private equity funds. The firm manages over $12 billion and provides services in the areas of portfolio management, loan servicing, finance, information technology, underwriting, and risk management.</p><p> <strong><u>Job Function</u></strong></p><p>Manage and conduct internal audits and special purpose engagements. Develop and implement objectives for the internal audit function.</p><p> <strong><u>Job Responsibilities</u></strong></p><p> · Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope</p><p>· Collect and analyze data to draw conclusions</p><p>· Identify control weaknesses and make recommendations for improvement</p><p>· Produce written reports and other documents with clearly organized thoughts using proper sentence construction, punctuation, and grammar</p><p>· Implement enterprise risk management initiatives to determine if risk exposures are properly identified, evaluated, and monitored</p><p>· Perform technical accounting research on a variety of accounting topics including investments, derivatives, cash flow planning, forecasting, and fair value accounting</p><p>· Establish an effective team environment</p><p>· Coordinate work assignments and monitor progression of assignments while operating within budgeted time frames</p><p><strong> <u>Required Qualifications</u></strong></p><p> Undergraduate degree in Accounting, Minimum of 6+ years audit experience, Familiar with the internal audit common body of knowledge, Ability to work both independently and in a team environment, Strong verbal communication skills, Effective written communication skills, Strong report writing skills and strong knowledge of punctuation and grammar</p><p> Please email call Chris Willhite at 972-789-9590.</p><p> </p>
<p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
<p>Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles.</p><p><br></p><p>Primary Responsibilities</p><p>· Capture and record fund activities</p><p>· Daily AP/AR transactions</p><p>· Oversee various investment funds</p><p>· Prepare fund accounting financial statements/reports</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Maintain strong client relationships</p><p>· Ad hoc vendor relation projects</p>
<p><em>The salary range for this position is $150,000-$160,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Tax Manager. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>This person will work within the team as a key member and responsibilities will include but not limited to:</p><p> </p><ul><li>Supporting portfolio company finance teams (including direct interaction with CFOs, controllers, and FP& A managers) with tax reporting and supporting calculations, such purchase price allocations, transaction cost analysis, and coordinating tax work within required timelines.</li><li>Provide guidance and assistance with technical tax questions and research.</li><li>Understanding the necessary action items and processes needed to accomplish such benefits including purchase price allocations and tax step-up computations.</li><li>Participate in both sell side and buy-side tax due diligence for platform acquisitions, add-on acquisitions and carve outs and gather information, data, legal agreements, etc. for the service providers.</li><li>Monitor transaction tax benefits and tax refunds due after sale of portfolio company.</li><li>Assist coordination of service providers for provisions and compliance.</li><li>Review and summarize purchase agreements for tax deliverables.</li><li>Prepare special tax projects (like transaction tax benefit analysis) for certain acquisitions.</li><li>Provide technical assistance with new federal and state law changes.</li><li>Assist in coordinating the flow of K-1s for the fund in a timely manner.</li><li>Provide IRS audit support and project management.</li></ul><p> </p>
We are seeking a Fund Accounting Supervisor/Manager to join our team in Dallas, Texas. In this role, you'll be taking on a variety of tasks, including accounting, finance, and client-facing responsibilities. This role is for those who are hungry and hardworking, ready to dive into the finance industry.<br><br>Responsibilities:<br>• Manage and oversee daily operations of the accounting department, including accounts payable and receivable, and auditing.<br>• Implement and maintain accounting software systems to streamline financial operations.<br>• Utilize ADP - Financial Services and BlackLine for various accounting tasks.<br>• Handle ERP - Enterprise Resource Planning to optimize business processes.<br>• Supervise billing functions, ensuring accuracy and efficiency.<br>• Manage client relationships from day one, providing excellent customer service.<br>• Continuously seek to improve accounting functions, contributing to the team's efficiency.<br>• Take responsibility for public tax and public audit duties.<br>• Use Concur for travel and expense management.<br>• Maintain and analyze the financial status and performance of the company to identify areas for potential improvement.
<p>We are looking for a dedicated Sr. Investment Accountant to manage critical operational functions related to investment portfolios. This role involves working collaboratively with internal teams and external partners to ensure accurate valuations, seamless transaction processing, and compliance with regulatory standards. The ideal candidate will demonstrate exceptional attention to detail, analytical skills, and the ability to work independently while contributing to the success of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Calculate and validate investment valuations for the Long Term and Short Term Pools with minimal supervision.</p><p>• Oversee cash flow planning and processing for investment transactions and shareholder distributions.</p><p>• Provide audit support for investment-related activities and assist in preparing financial statements, regulatory filings, and tax reports.</p><p>• Manage assigned operational processes, ensuring accuracy and timely completion.</p><p>• Maintain a thorough understanding of operational timelines and responsibilities, adapting to shifting priorities when necessary.</p><p>• Conduct detailed analysis of fund reporting, interpreting manager terms and valuation policies to perform due diligence.</p><p>• Identify and implement process improvements to optimize workflows and mitigate risks.</p><p>• Monitor changes proposed by investment managers, analyzing their impact on operational processes.</p><p>• Collaborate with internal teams to develop and execute strategic projects.</p><p>• Support the investment team with operational data and provide ad hoc reporting or assistance with special projects.</p>
We are looking for an experienced Accounting Manager to join our team in Richmond, Virginia. In this role, you will oversee critical accounting operations, including general ledger management, accounts payable, fixed assets, and cost accounting. You will play a key role in ensuring accurate financial reporting, supporting budget preparation, and providing leadership to the accounting team.<br><br>Responsibilities:<br>• Manage all accounting department activities, ensuring efficient and accurate completion of tasks.<br>• Prepare and review journal entries for complex accounting areas, ensuring accuracy and compliance.<br>• Oversee the preparation of financial reports for regulatory and internal purposes, ensuring alignment with established standards.<br>• Maintain and track the organization's fixed asset portfolio, including preparing depreciation schedules and managing asset records.<br>• Investigate and resolve discrepancies in accounting data, ensuring integrity in financial reporting.<br>• Support budget preparation and financial analysis, providing insights on costs and expenses.<br>• Deliver regular financial reports and statements to assist management in decision-making processes.<br>• Administer payroll systems, including calculating overtime, vacation, and other paid absences, ensuring compliance with policies.<br>• Ensure timely completion of all tax deposits and filings in accordance with state and federal regulations.<br>• Supervise and mentor accounting staff, providing training and performance evaluations to support growth in attention to detail.
We are looking for a skilled Financial Planning & Analysis Manager to oversee and optimize our organization's capital program in Lewisville, Texas. This role is pivotal in managing capital investments, strengthening financial governance, and delivering accurate reporting to support strategic decision-making. The ideal candidate will collaborate across teams to ensure compliance, enhance operational efficiency, and drive the development of impactful financial tools and processes.<br><br>Responsibilities:<br>• Lead the financial management of the organization's capital portfolio, including budgeting, forecasting, and variance analysis.<br>• Track and monitor monthly capital expenditures, ensuring alignment with approved budgets.<br>• Provide financial expertise to project managers and leadership teams to guide capital investment decisions.<br>• Oversee the capital planning and approval process, ensuring compliance with internal policies and delegated authority requirements.<br>• Develop and deliver detailed reporting, dashboards, and analytics to provide visibility into capital spend and project performance.<br>• Enhance reporting processes by automating workflows and creating standardized procedures.<br>• Conduct financial modeling to assess project outcomes and long-term investment impacts.<br>• Prepare presentations for executive and board-level discussions, highlighting trends, risks, and actionable recommendations.<br>• Maintain robust internal controls to ensure adherence to financial policies and governance standards.<br>• Collaborate with cross-functional teams, including audit, procurement, and legal, to strengthen compliance and readiness for reviews.
<p><strong>Accounting Manager - Hedge Fund / Hybrid</strong></p><p><br></p><p>Large European based hedge fund is expanding their Greenwich, CT based team. Their US business focuses on commodities trading: derivatives and physical in energy and metals. The new Accounting Manager position reports to the Controller and assists both their management reporting team and their fund accounting team. Responsibilities include: corporate reporting, fund accounting, technical accounting research, and business advisory. The firm is known for a professional friendly environment, excellent work / life balance, as well as very generous bonuses and benefits!</p>
<p>We are looking for an experienced Financial Analyst/Manager to join our team. In this role, you will oversee critical financial operations, analyze performance data, and support strategic decision-making processes. The ideal candidate will possess strong analytical skills, excellent financial acumen, and the ability to work collaboratively with business leadership to drive growth and success.</p><p><br></p><p>Responsibilities:</p><p>• Manage cash flow activities, including assessing borrowing needs and funds available for investment.</p><p>• Evaluate financial and operational performance of portfolio companies to identify trends, risks, and growth opportunities.</p><p>• Collaborate with leadership teams to develop and execute budgets, forecasts, and long-term financial strategies.</p><p>• Create and maintain standardized reporting tools, dashboards, and analyses for stakeholders and investors.</p><p>• Conduct benchmarking and scenario modeling to support business performance evaluations and strategic planning efforts.</p><p>• Prepare comprehensive reports on investment fund performance, including quarterly updates and monthly data reviews.</p><p>• Oversee treasury operations, including bank account monitoring, stock and bond trades, and real estate transactions.</p><p>• Analyze enterprise contracts to ensure financial terms align with company goals and compliance requirements.</p><p>• Provide detailed financial analysis related to real estate asset performance and reporting.</p><p>• Contribute to strategic initiatives such as acquisitions, working capital optimization, and preparation for business exits.</p>
<p><strong>Accounting Manager - Hedge Fund / Commodities </strong></p><p><br></p><p>Large European based hedge fund is expanding their Greenwich, CT based team. Their US business focuses on commodities trading: derivatives and physical in energy and metals. The new Accounting Manager position reports to the Controller and joins their core "legal entity" reporting team. Responsibilities include: hands-on journal entries / month-end close as well as big picture financial reporting, technical accounting research, and business advisory. The firm is known for a professional friendly environment, excellent work / life balance, as well as very generous bonuses and benefits!</p>
<p><strong>Hedge Fund - Commodities: Accounting Manager</strong></p><p> </p><p>Our client a boutique UK Commodity focused Hedge Fund is growing their NA office based in Greenwich, CT. This position manages a small team and reports to the NA Controller. The responsibilities focus on close / reporting for their physical "merchant" trading business’s. The firm is known for a positive, entrepreneurial environment. Reasonable work / life balance, and generous benefits and bonuses. For immediate consideration email your resume to austin.royle@rhi.</p>
<p><strong>Hedge Fund - Market Risk Manager, Energy Trading. </strong></p><p><br></p><p>Our client a Hedge Fund based in Greenwich, CT (next to train station) is building out their physical Nat Gas and Power trading businesses. This role reports to the COO and provides market risk analytics (VAR, stress testing) and trading risk (P& L, pricing) for multiple trading business. The position will assist build out risk management processes and systems. The firm has an excellent culture, generous bonuses, and a flexible hybrid schedule.</p>
We are looking for a dynamic and experienced Total Rewards Manager to lead and shape the compensation, benefits, equity, and payroll strategies for the Americas region. This role is pivotal to our organization’s growth and requires a blend of strategic vision and hands-on execution to design scalable programs that attract, retain, and motivate top talent. Operating in a fast-paced, global environment, you will collaborate with executives and cross-functional teams to ensure alignment with organizational goals.<br><br>Responsibilities:<br>• Develop and implement a comprehensive total rewards strategy that aligns with global standards and regional market needs.<br>• Establish and manage compensation structures, including salary bands, geographic differentials, and job leveling frameworks.<br>• Lead the planning and execution of annual compensation processes, such as merit increases, promotions, market adjustments, and bonus distributions.<br>• Design and administer incentive programs, including sales commissions, executive bonuses, and equity plans such as RSUs or stock options.<br>• Oversee payroll operations for the Americas region, ensuring accurate processing of wages, taxes, bonuses, and year-end reporting.<br>• Manage the benefits portfolio, including medical, dental, vision, wellness programs, and voluntary benefits, while negotiating vendor contracts and renewals.<br>• Administer the 401(k) retirement plan, including compliance, benchmarking, testing, and employee education initiatives.<br>• Build and maintain analytical dashboards to track compensation trends, labor costs, and payroll metrics.<br>• Ensure compliance with U.S. labor laws, pay equity standards, and benefits regulations, while establishing internal controls and audit readiness.<br>• Provide strategic guidance to executives and HR teams on compensation and benefits strategies to support organizational growth.
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p>Our client, an international real estate company is growing and looking to hire on an experienced Accounting Manager for their mixed-use division. The Accounting Manager to oversee financial operations within their real estate development and property management projects. This role requires a proactive leader who can manage accounting functions, analyze investment performance, and ensure compliance with financial standards. Based in Washington, District of Columbia, this position offers an opportunity to contribute to the success of dynamic real estate portfolios.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities related to real estate development and property management projects.</p><p>• Conduct detailed performance analyses for real estate investments to support strategic decision-making.</p><p>• Manage due diligence processes for acquisitions and dispositions of assets.</p><p>• Lead the preparation and execution of budgets and financial planning initiatives.</p><p>• Act as the primary point of contact with auditors, tax professionals, and consultants.</p><p>• Supervise and provide guidance to project accountants, ensuring accuracy and efficiency in their work.</p><p>• Regular review and analysis of balance sheet and income statement accounts owned by Senior Accountant</p><p>• Assemble a variety of technical accounting policies, procedures, and analyses</p><p>• Assist in preparing GAAP financial statements through data analysis, document preparation, integrity validation, and reconciliation processes</p><p>• Ensure close deadlines are met by encouraging and managing the accounting team performance during the closing process</p><p><br></p><p>The ideal candidate for this Accounting Manager role will have their BS in Accounting (CPA+), 5+ years of public accounting (audit with real estate clients) or currently coming out of another real estate company with supervisory experience. This role is 3 days/week in the office in DC and the comp range is 110-135K in base salary. To apply to this Accounting Manager role please do so through this post or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.</p>
<p>We are looking for an experienced Senior Property Manager to oversee a portfolio of single-tenant industrial properties. This position requires a strong focus on operational excellence, compliance, and tenant satisfaction, with occasional travel to various markets. You will work closely with ownership and lead a team to ensure the highest standards of property management.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily operations of a portfolio of industrial properties, including maintenance, vendor coordination, and compliance with regulations.</p><p>• Ensure properties meet company standards and address tenant needs promptly.</p><p>• Supervise capital improvement projects and deferred maintenance initiatives from start to finish.</p><p>• Review and approve vendor contracts, bids, and invoices while maintaining budgetary oversight.</p><p>• Conduct property inspections regularly to identify opportunities for improvement and ensure compliance.</p><p>• Develop and manage annual budgets, financial reforecasts, and expense reconciliations.</p><p>• Prepare monthly financial reports, including variance analysis and accruals.</p><p>• Build strong relationships with tenants through proactive communication and exceptional service.</p><p>• Collaborate with the Asset Management team to align property operations with strategic goals.</p><p>• Mentor and supervise the Assistant Property Manager and Property Administrator, providing guidance and performance evaluations.</p>
