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5-8 yrs exp fiduciary tax issues, investments, consulting or compliance in an accounting, in financial & estate planning. (Exp Continued): philanthropy and/or investment counseling, entity taxation and investing for high net worth clients strong client service orientation and technical skill set, creative problem solving skills, strong written and verbal communication skills, and the ability to develop and mentor a team.
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Train, manage and delegate the tasks associated with preparation of schedules for annual financial audit and annual income tax returnsRespond to queries and provide guidance to the Gift Accountant, especially while providing financial support and analysis to the Law School, Property Management, University Relations and other departments as assigned.
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A minimum of 5 years of experience in Investment Accounting and one or a combination of the following: Insurance, Financial Services and/or Finance & Accounting. The team's specific responsibilities include reconciliation of transactional data from various sub ledgers (Aladdin, Clearwater, Investran and LMS) to the general ledger and ultimately the client's financial statements, as well as all related external reporting for investments (10-Q/K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting.
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Reqs knowledge in: Python, SQL, R, Excel; Causal Inference (Causal ML), Time Series Forecasting, Supervised and Unsupervised Learning, Statistical testing; & Modeling, A/B testing: DCF(Discounted Cash Flow), LBO (Leverage Buyout), Financial Modeling, Accounting, Financial Due Diligence, Mergers & Acquisitions.
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Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
$133,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Senior Manager, Technical Accounting Advisory & Policies plays a critical role in achieving our overall goal of delivering world-class financial reporting. This role offers a great opportunity to work closely with various Finance teams within the Company, including Corporate Accounting, FP&A, Treasury, and Tax, as well as the Legal, Regulatory, Product Operations, Business Development, and Intuitive Ventures teams, which will allow you to gain a broad amount of knowledge of the Company's business and operations that are essential for solid career development.
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Experience in corporate FP&A, revenue accounting, equity research, investment banking, or similar background that understands both financial and operational metrics. Partner with Business FP&A teams in the U.S., along with Accounting, Tax, Finance Systems, and other parts of the organization.
$129,500 - $226,500 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Small Business & Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.
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Corporate accounting experience with a real estate investment firm is required, including fund-level portfolio accounting and reporting. 4 to 5 years of progressive accounting experience required in financial reporting/general ledger.
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7-10 years of experience in a financial/analytical role in tech, consulting, or investment banking. Understanding of GAAP accounting principles and financial statements. Bachelor’s degree in a quantitative field (Finance, Accounting, Economics.
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5+ years of experience working in a top-tier law firm, investment bank, private equity firm, accounting firm, or equivalent. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them.
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We are seeking a highly skilled Senior Financial Analyst with expertise in financial modeling, data analysis, and forecasting, extensive experience in the finance industry, proficiency in financial reporting and analysis, and a well-rounded knowledge of basic accounting principles.
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The role itself will partner closely with our world-class Marketing organization – working collaboratively to leverage advanced strategic modeling and performance analysis to help drive meaningful insights around expense planning, marketing investment ROI, pipeline planning and generation, and more.
$87,220 - $137,060 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Solid experience using Netsuite and other planning tools Experience in the internet/tech industry or management consulting, private equity, or investment banking is a plus. Advanced Excel and presentation building skills with experience in building financial models and clear, concise presentation materials.
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Knowledge of regulatory requirements, accounting principles, and financial best practices. Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or CPA preferred.
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investment accounting financial jobs in Mountain View, CA
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