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Mutual Fund Accountant

Robert Half
Moorestown, NJ Per Diem
POSTED ON 1/31/2025
AVAILABLE BEFORE 3/7/2025
We are offering an exciting opportunity for a Mutual Fund Accountant to join our team in South Jersey. As a Mutual Fund Accountant, you will primarily be responsible for managing financial services for small businesses and ensuring compliance with Small Business Administration (SBA) loan programs. This role involves direct interaction with clients, analysis of financial statements, and navigation of SBA financial reporting and compliance complexities.Responsibilities:Ensure compliance with SBA loan programs and financial reporting standardsManage accounting functions for small businesses, particularly those involved with SBA loan programsAnalyze financial statements and provide advice to clients based on your analysesCommunicate complex financial concepts clearly to clients and team membersWork independently in a remote environment, taking full ownership of workProvide value to the team from day one, contributing to our growth and successHandle corporate actions and other related duties as requiredFamiliarize with Small Business Investment Companies (SBIC) structures, regulations, and financial oversightSolve problems proactively, ensuring small businesses meet SBA requirements and maximize financial opportunitiesMaintain high-quality financial services, emphasizing compliance and efficiency

Salary : $120,000 - $160,000

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