Director of Accounting & Finance - Investment Management

at  Robert Half

Robert Half Financial Services are currently recruiting for a Director of Accounting & Finance role at growing Investment firm based in midtown Manhattan New York. Our client requires an active CPA license and 10+ years’ Management Company Accounting experience within the Professional Services industry. The Director of Accounting & Finance will oversee the company’s accounting operations, ensure compliance with financial regulations, and provide leadership for the accounting team. The position requires strong technical accounting skills (Accounting Process Improvements, Treasury/Cash Management, Tax Preparation, Audit), managerial experience, and the ability to work closely with senior leadership and various stakeholders. The role requires 3 days per week in the midtown office.

QUALIFICATIONS:

Active CPA license
10+ years’ Management Company Accounting experience within the Professional Services industry
Strong experience with Accounting Process Improvements, Treasury/Cash Management, Tax Preparation, Audit
People Management experience
Knowledge of NetSuite and Concur accounting software advantageous
Bachelor or Master Degree in Accounting from a well known school
The Director of Accounting & Finance role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $180-220k base plus 25% target bonus and great benefits. If your profile matches the above criteria, please add me on LinkedIn and email me directly, Trishan Khareghat
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Manage day-to-day accounting activities, including general ledger, accounts payable, accounts receivable, and fixed asset management. Ensure accurate and timely financial transactions and reconciliations. Ensure proper documentation and reconciliation of cash movements. Establish and enforce accounting policies, procedures, and internal controls.
Oversee the preparation and review of monthly, quarterly, and annual financial statements in accordance with GAAP. Ensure timely and accurate closing of accounting periods, including month-end, quarter-end, and year-end closings. Assist the CFO in preparing financial reports and analyses for various internal and external stakeholders.
Design, implement, and monitor effective internal controls to safeguard assets and ensure the integrity of financial data. Ensure compliance with accounting standards (GAAP, IFRS), tax regulations, and other legal requirements. Collaborate with external auditors for audits and ensure audit readiness.
Assist CFO with the oversight, preparation and filing of all federal, state, and local tax returns. Collaborate with external tax advisors to minimize tax liabilities and optimize tax strategies.
Work closely with the CFO and department heads to support the budgeting and forecasting processes. Provide detailed financial reports, projections, and variance analysis to help with decision-making. Ensure alignment between actual financial performance and budgeted expectations.
Oversee the maintenance and improvement of accounting systems, ensuring accuracy and efficiency. Drive the adoption of automation and technology solutions to improve accounting processes.
Collaborate with the finance team on long-term financial planning, capital investments, and other key business initiatives. Offer insights and recommendations on financial risks, opportunities, and operational efficiencies.
Coordinate and manage the annual financial audit, ensuring timely completion and addressing any issues that arise. Prepare for audits by ensuring accurate documentation and resolving discrepancies ahead of audit deadlines. Address audit findings and implement corrective measures to improve financial operations.
Collaborate with other departments to provide financial insights and ensure alignment with business objectives. Ensure that all relevant departments are supported with accurate financial information and guidance.
Lead, mentor, and develop the accounting team to enhance performance and professional growth. Set team goals, provide regular performance feedback, and manage evaluations.