The Manager leads project teams in asset management accounting, engaging with clients and delivering solutions on financial and regulatory reporting, while mentoring consultants and participating in business development.
Manager – Asset Management Accounting Advisory
Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.
Take ownership of your career at CFGI:
· Gain exposure to a wide range of projects that solve client technical and operational challenges
· Make a true business impact with your clients.
· Own projects from start to finish.
· Experience client interaction and thrive in a client-facing role.
· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
· Enjoy the flexibility of office/remote/client site work locations (engagement specific).
· Create your own path.
· Enjoy what you do!
What you might expect:
· Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions
· Review of work prepared by consultants on operational workstreams in the asset management industry, primarily in the private equity, private credit, real estate funds, mutual funds and hedge fund asset classes.
· Review of consultants’ deliverables related to financial and regulatory reporting in accordance with SEC, regulatory and LP requirements.
· Research and documentation projects related to new ASC accounting standards.
· Process improvement projects and implementation of changes.
· Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.
· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.
Who you are:
· An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
· Six to nine years of experience in public accounting and/or industry accounting/finance.
· Industry experience preparing or managing fund accounting or financial reporting processes, especially with private equity partnerships, is desirable.
· Experience in fund accounting software or other technology transformation (i.e. front or middle office software, financial reporting software, etc.) to support process automation or conversion from a legacy product is highly desirable in this role.
· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.
· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
· Proactive in identifying client needs and effective in building a strong relationship with clients.
· Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
· Effective analytical and critical thinking abilities.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.
Top Skills
Financial Reporting Software
Fund Accounting Software
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