Rotational Finance Associate 10573

Rotational Finance Associate 10573

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  • Participate in the compilation of the owners & senior managers monthly financial package.
  • Report covenants to large bank counter parties
  • Be involved with the tax process for the founder / owner
  • Prepare and review annual, semi-annual and quarterly financial statements as required
  • Be involved in the compensation process including calculating and reviewing compensation packages to the Firm’s portfolio teams.
  • Work with the outside auditors on complex accounting topics during the audit.
  • Prepare and review information for regulators
  • Assist with month-end close process
  • Assist with month-end investor risk reports
  • Research and provide technical accounting guidance on new accounting standards
  • Lead projects that will improve the firm’s financial reporting process and accounting process
  • Identify errors or problems and independently investigate; recommend solutions to team members or supervisors


  • CPA
  • Big 4 managerial experience
  • 2-5 years of public accounting experience, preferable in Alternatives or alternatively Banking and Capital Markets
  • GPA of 3.3 or higher
  • Strong technical accounting knowledge
  • Project management experience or strong supervisory experience
  • Experienced with financial statement preparation and consolidation process
  • Experience working with external accountants and the annual audit process
  • Candidate must have the ability to work under tight deadlines in a fast paced and demanding environment.
  • Strong communication skills, written and verbal


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