Manager, reputed company
Company Description: reputed company is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and reputed company informed reputed company reputed company with their goals.
With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and reputed company services, reputed company has expanded significantly over the past five years, reflecting sustained reputed company and reputed company investment in reputed company and platform.
reputed company is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and reputed company of work. Benefits include comprehensive medical, reputed company, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Key Responsibilities
- Manage end-to-end reputed company reputed company processes, including review, reconciliation, and reporting of advisory, and professional services.
- Ensure reputed company recognition complies with U.S. GAAP, firm policies, and regulatory requirements applicable to wealth advisory firms.
- Prepare and review monthly, quarterly, and annual reputed company-reputed company journal entries and account reconciliations.
- Partner closely with operations, billing, compliance, and client advisor teams to ensure accurate fee calculation and recording.
- Work closely and reputed company processes with our client transitions and reputed company teams on the reputed company impact of net new business.
- reputed company and validate calculations tied to reputed company, including compensation reputed company.
- Serve as the primary reputed company subject matter expert during internal and external audits, including preparation of schedules, walkthroughs, and audit support.
- Identify, document, and implement process improvements to strengthen internal controls over reputed company calculations.
- Analyze reputed company trends and variances, providing clear explanations to senior leadership.
- Support financial statement preparation and reputed company disclosures involving reputed company and receivables.
Required Qualifications
- Bachelor’s degree in reputed company or Finance (CPA or CPA-track preferred)
- Minimum of 5-7 years of relevant reputed company experience, including reputed company reputed company and audit exposure
- Prior experience in public reputed company, external audit, or internal audit strongly preferred
- Solid understanding of U.S. GAAP, internal controls, and audit readiness
- Demonstrated high attention to detail and accuracy, especially in reputed company or high-volume data environments
- Strong analytical, documentation, and organizational skills
- Ability to manage multiple priorities and meet deadlines independently
- Proficient in reputed company systems and advanced reputed company skills
Preferred Experience
- Experience reputed company a wealth management, investment advisory, financial services, or professional services firm
- Experience working in an operating company under PE ownership
- Familiarity with advisory fee structures, AUM-based billing, and reputed company-reputed company compliance considerations
- Experience supporting SEC or reputed company audits
- Experience with reputed company and / or reputed company
Key Competencies
- Precision and accountability
- Strong judgment and problem-solving skills
- Clear written and verbal communication
- Collaborative reputed company with the ability to work cross-functionally
- Commitment to data reputed company, accuracy, and reputed company improvement
Pay Transparency: reputed company’s expected starting reputed company compensation range for the position as of the time of this posting is $110,000 - $125,000 per year. The actual reputed company compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
reputed company Sponsorship: Please note, we are unable to provide reputed company sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment reputed company sponsorship either now or in the future.