What are the responsibilities and job description for the Finance Associate position at Atlantic Group?
Our client in the Private Equity space is looking to bring on a Finance Associate to join their team!
DETAILS:
- Position: Finance Associate
- Location: Boston, Ma
- Schedule: Hybrid (3 days in office)
- Compensation: $80K - $95K Bonus
REQUIRED TO APPLY:
- BS of Accounting or Finance Required
- GPA of 3.2 or higher required
- 1-3 years of Big 4 experience with financial services clients required
JOB DESCRIPTION:
- Oversee the preparation of quarterly financial statements on a US GAAP basis.
- Assist with the annual US GAAP audit process, working closely with auditors to ensure accurate reporting.
- Support the preparation of annual tax basis financial statements, coordinating with the internal tax team and external advisors to address complex investment transaction tax implications.
- Manage cash flow, including overseeing capital calls, as well as cash and stock distributions to investors.
- Review and analyze portfolio company financial statements in preparation for quarterly partner review meetings.
- Collaborate with partners to assist in preparing quarterly valuations of portfolio companies, and compile summarized data for investor presentations.
- Respond to inquiries from limited partners and their representatives via email and phone.
- Partner with the Investor Relations team to prepare presentation materials, update information on the investor portal, and assist with fundraising documentation.
- Assist in documenting and understanding investment transactions, collaborating with deal teams and external advisors on deal closings and exits.
- Analyze fund activities to ensure adherence to partnership agreements and regulatory compliance.
- Work closely with the CFO or Finance Director on special projects aimed at improving the efficiency and output of the finance team, department, and firm.
- Assist with various ad-hoc tasks and projects as needed by the team or senior management.
#43304
Salary : $80,000 - $95,000
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