Job Closed

This listing is no longer active.

Senior Associate, Finance

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 201-500Since 2006H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

103 days ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Senior Associate, Finance

Aksia

• Manage monthly, quarterly, and annual close process, ensuring accurate and timely completion • Preparation and review of management financial reporting packages, including P&L reconciliations, variance analysis, and supporting schedules • Oversee preparation of annual financial statements and working with external auditors to issue audits • Design and monitor internal controls over financial reporting, including documentation of key processes and controls • Partner with the CFO on cash flow forecasting, working capital management, and capital allocation decisions • Lead preparation and review of federal, state, and local tax filings for management companies, GPs, and related entities, working with external tax advisors as needed • Manage partnership and GP tax reporting, including review of Schedules K-1, PTET, allocations, and partner capital accounts • Maintain tax calendars, ensure timely filing and payment of all tax obligations, and monitor tax notices, audits, and inquiries • Own day-to-day administration and accounting for deferred compensation arrangements, including carried interest plans, bonus deferral programs, and other long-term incentive plans • Coordinate with HR and Legal on plan documentation, grant letters, and participant communications, ensuring alignment with plan terms and regulatory requirements

Job Requirements

  • 5-7 years of experience in accounting, including a mix of public accounting (preferably Big-4) and corporate roles
  • Bachelor’s degree in accounting - CPA strongly preferred
  • Strong Microsoft Suite skills, especially Excel, Power Point & Word
  • Strong interpersonal, analytical, and communication skills

Benefits

  • Competitive salary
  • Flexible working hours
  • Professional development opportunities
  • Remote work options

Related Job Pages

More Financial Planning and Analysis Jobs

Argentis Group Limited logo

Experienced Paraplanner

Argentis Group Limited

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

Role Description Are you an experienced Paraplanner looking for a fresh challenge? Are you someone who is super organised, who delights in meeting deadlines, and takes pride in the accuracy of your work? If you are looking to join a friendly, growing company, then we’d love to hear from you. You’ll play a crucial role in ensuring our clients receive top-notch financial planning services. Based remotely, you’ll be working with a friendly, experienced team dedicated to helping clients achieve their financial goals. Please note - paraplanning experience within the financial services industry is essential for this role. This role is fully remote, however travel to an office location may occasionally be required according to the needs of the business. We have office locations in Waterlooville, Poole, Salisbury, London and Harrogate. Where do you fit in? - Assess client requirements - researching, identifying, and presenting solutions. - Work on your own caseloads, conducting financial analysis and producing reports and recommendations. - Ensure all regulatory and compliance standards are met. - Support Financial Planners and ensure client needs are met. - Research the best products for clients and spot any missing information. - Utilize technical ability and be IT and system savvy – navigate around third-party platforms. - Deliver a first-class service with excellent admin skills. - Be supported by the Paraplanning Team Leader and play a key part in the business. Qualifications - Paraplanning experience and a QCFL4 qualification are a must. - Excellent communication skills. - Financial service industry experience and good product knowledge. Requirements - Ability to meet deadlines - effectively organising and prioritising your workload. - Adaptable, friendly, and willing to learn. - Technology savvy team player – happy to help your team achieve their goals. - Work 35 hours per week, Monday to Friday. Benefits - A competitive salary + benefits including private medical insurance. - Paid birthday leave. - A staff discount platform giving you money off a wide range of goods and days out. - A busy and varied role where you’ll always have plenty to do. - Be part of a friendly, growing team in an expanding business. Company Description This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

United Kingdom
Job Closed
Covent IT logo

Financial Specialist

Covent IT

We're a dynamic outsourcing company dedicated to providing high-quality IT solutions to a diverse range of clients. We value professionalism, continuous growth, and a supportive work environment where every team member can thrive and reach their full potential.

Role Description Ми в пошуках фінансиста, який допоможе нам розвивати ефективну фінансову систему, автоматизувати облік та впровадити найкращі практики звітності. Якщо ти аналітичний, відповідальний і прагнеш розвитку — будемо раді бачити тебе в нашій команді! - Підготовка бюджету компанії, контроль його виконання - Проведення фінансового аналізу та підготовка регулярної управлінської звітності - Автоматизація управлінського обліку та звітності (ВAS) - Супроводження зовнішнього та внутрішнього аудиту - Формування та контроль інвойсів, взаєморозрахунків із клієнтами та партнерами - Контроль дебіторської та кредиторської заборгованості - Здійснення міжнародних платежів, взаємодія з міжнародними банками Qualifications - Досвід роботи на позиції фінансиста або фінансового аналітика — від 3 до 5 років, бажано в IT або суміжних сферах - Вища освіта у сфері фінансів, економіки або обліку - Глибоке знання Excel (включаючи зведені таблиці, формули, аналіз даних) - Досвід роботи з 1С ( BAS) - Розуміння міжнародних стандартів фінансової звітності (IFRS) - Рівень англійської мови — не нижче Intermediate (для роботи з документацією та комунікацій) Requirements - Досвід впровадження або участі в автоматизації фінансових процесів - Знання міжнародного оподаткування та роботи з іноземними юрисдикціями Benefits - 20 робочих днів відпустки + лікарняні - Гнучкий графік роботи та можливість працювати віддалено - Дружню команду та можливості професійного розвитку

Worldwide
Job Closed
Full TimeRemoteTeam 10,001+Since 1968H1B Sponsor

• The Marketing Solutions Client Value Executive leads our client engagements for the Marketing Solutions product set • The goal for these engagements is to create credible, integrated partnerships with our clients to establish the successful adoption of our TruAudience products and solutions • You will be the project lead on multi-million dollar engagements, with the responsibility to organize internal teams and to develop enduring, trusted relationships with our clients • You will work to diagnose business needs, to translate them into questions that we will answer and to architect ways to wrangle data from multiple sources • You will help our clients to understand their data and how it relates to their business objectives • You will identify and interpret trends and patterns in datasets to locate influences • You will conduct quantitative analyses (e.g. data investigations, UI analyses, data model assessments) in a defect-free manner to provide valuable insights for our clients • You will construct forecasts, recommendations and strategic / tactical plans based on business data and market knowledge • You will learn to translate our analytics into the stakeholder’s native language, to tell stories to make complex ideas simple and to translate our findings into measurable, data-driven actions • You will establish a vision, frame key issues, and set a strategy while influencing key client executives and stakeholders to support significant change management • You will mentor the team for growth and development • You will be responsible for the smooth and efficient delivery of products in the Marketing Solutions portfolio while balancing client satisfaction, timing and budget targets • You will develop project scopes, project plans, risk mitigation strategies, and manage the daily implementation commensurate with project management and TransUnion best practices

California + 3 moreAll locations: California | Illinois | New York | Virginia
$92.3K - $153.8K / year
Job Closed
Solen Software Group logo

Chief Financial Officer

Solen Software Group

Solen is a team of software operators that invest in software and work alongside founders to accelerate growth.

Full TimeRemoteTeam 11-50H1B No Sponsor

Role Description We are seeking a strategic Chief Financial Officer to serve as a true capital markets and deal-making partner to our CEO, Alex Spencer. This is not a traditional operational CFO role — Solen already has a strong finance team led by our Group Head of Finance, Cassie Wang, that handles the day-to-day: accounting, FP&A, reporting, and operational finance. The CFO we are looking for is a seasoned capital markets and corporate development executive. You will sit at the center of how Solen grows: - Structuring and executing debt and equity raises - Leading negotiations - Driving capital allocation decisions across the portfolio - Managing investor and lender relationships - Supporting restructuring efforts when needed This is a high-trust, high-visibility role for someone who thrives at the intersection of strategy and execution — a dealmaker who is equally comfortable in a boardroom and at the negotiating table. Qualifications - A proven track record of raising capital — equity, debt, or both — in growth or acquisition-oriented environments. - Deep familiarity with capital markets and financing structures, including leveraged buyouts, revolving credit facilities, seller financing, earn-outs, and alternative/non-dilutive instruments. - Experience negotiating directly with lenders, investors, sellers, and counterparties — and a reputation for getting deals across the finish line. - A strong sense for capital allocation in a portfolio context: where to invest, when to return capital, and how to balance risk and return across multiple business units. - Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes. - An ability to translate complex financial strategy into clear, compelling narratives for boards, investors, and partners. - Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.). Requirements - 10+ years of experience in investment banking, private equity, corporate development, or a capital markets-focused CFO role. - Demonstrated track record of successfully closing debt and/or equity financing transactions. - Strong M&A deal experience, including structuring, negotiation, and diligence. - Deep understanding of software / SaaS business models and recurring revenue dynamics. - Experience with portfolio company structures and managing financial oversight across multiple P&Ls. - Exceptional communicator — able to build credibility quickly with investors, lenders, boards, and operating teams. - Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented. - High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture. Benefits - Direct impact: You will work side-by-side with the CEO on every major strategic and financial decision. - A real platform: Solen is backed by experienced software operators and investors with the capital and conviction to build something lasting. - Meaningful scope: A diversified portfolio across multiple software verticals, each with its own growth story. - Day 1 energy: The tools, processes, and relationships you build here will shape the company for years to come. - Long-term orientation: We are not optimizing for a near-term exit — we are building a durable, compounding business. Company Description Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its niche. - Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions. - Solen is backed by a group of advisors and investors who have built software businesses of material scale (10–100M in ARR) and have advised many more. - We are at the beginning of a decades-long journey, and every decision we make reflects that long time horizon.

United States
Job Closed