Management Accountant

at  Robert Half

We are looking for a Management Accountant to join our team based in New York. In this role, you will be tasked with a range of responsibilities centered around analyzing investment activities, managing annuity contracts, assisting in the administration of estates and trusts, and performing budget reviews.

• Analyze investment activities on a monthly basis and prepare detailed reports summarizing findings.
• Reconcile and record all transactions related to the investment portfolio.
• Review annuity contract calculations for accuracy and prepare necessary state filings.
• Assist with the administration of estates and trusts, including the preparation and maintenance of all necessary schedules and reports.
• Perform monthly budget reviews and summarize findings for presentation.
• Collaborate with individual directors to review monthly budget activities.
• Utilize various accounting software systems to perform tasks efficiently.
• Adhere to established accounting functions and principles, including accrual accounting.
• Participate in annual audits, preparing all necessary reports and footnotes.
• Assist with state annuity audits as required.
• Possessing proficiency in Accounting Software Systems
• Demonstrated experience with Concur software
• Having knowledge and experience with CRM (Customer Relationship Management) tools
• Familiarity with ERP (Enterprise Resource Planning) and ERP Solutions
• Experience with ‘About Time’ software is essential
• Deep understanding of Accounting Functions
• Proficiency in Accrual Accounting
• Experience in managing Annual Budgets
• Possessing auditing skills and experience
• Bachelor’s degree in Accounting, Finance, or a related field
• Excellent analytical and problem-solving skills
• Strong attention to detail and accuracy
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• High level of integrity and trustworthiness
• CPA certification would be an added advantage.
  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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