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Creative Financial Staffing

Senior Accountant

Creative Financial Staffing, Greenwich, CT, United States


Position: Senior Accountant
Location: Stamford, CT
Work Modality: 100% in-office
Compensation: $90,000-$100,000 + competitive benefits

An established investment management firm in Stamford is seeking an experienced Senior Accountant to join their team. This role will focus on accounting and reporting for the firm's management company, general partner entities, and investment operations, offering an excellent opportunity to apply your expertise in a dynamic environment.

Key Responsibilities of the Senior Accountant:

  • Oversee the maintenance of books and records, cash management, and monthly closes.
  • Manage capital allocations, deal flow, and prepare capital calls and distributions.
  • Leverage internal capital allocation software to generate comprehensive portfolio reports.
  • Analyze and navigate complex entity structures for tax compliance and financial reporting.
  • Prepare and submit external tax and regulatory filings.
  • Handle fixed asset accounting, including reconciliations, and ensure data accuracy.
  • Proactively identify opportunities for process improvements and assist in system enhancements.

What We're Looking For in a Senior Accountant:

  • A minimum of 4 years of relevant accounting experience, preferably within investment management or public accounting.
  • Bachelor's degree in Accounting (CPA designation preferred)
  • Advanced Excel skills, with the ability to manage large datasets and create reporting tools.
  • Strong organizational skills and ability to manage multiple priorities and deadlines.
  • Excellent communication skills, both written and verbal, to effectively present financial data.
  • High attention to detail, with a structured, process-driven approach to accounting.
  • Experience working with accounting systems or ERP software.