Can you please forward this to someone who might be a candidate for the job listed below? Thanks!
Mike Morone
Worldleaders, Inc.
Reporting Supervisor
Company: Growing investment advisory firm
Location: Rochester, NY
Department: Fund Reporting
# of Reports: Five (one senior accountant and four staff accountants)
Reports to: Fund Reporting Manager
Contact: Mike Morone, Worldleaders, mmorone@worldleadersjobs.com
Challenge
We’re looking for a talented accountant with leadership skills, financial statement experience, and an interest in the mutual fund industry.
Our client is an incredibly successful investment advisory firm managing $18B in client assets in all 50 states. They have 275 local employees, and expect to have over 300 by year’s end.
This is not a traditional accounting position. Because of the continued growth of our client, they need a versatile leader who can grow with them. They also want someone who wants to learn the mutual fund industry.
Their environment is fast and dynamic. We need somebody who can take leadership of this department to the next level with the growth of the company.
In this role, you’ll perform the following tasks:
Review daily operations to ensure accuracy and compliance
Perform reviews of financial statements in accordance with SEC and GAAP rules
Research regulatory changes and industry developments
Prepare annual expense projections, establish accruals, and review monthly
Monitor several monthly and quarterly statements, registrations, and filings
Act as primary contact with auditors, custodians, and other related parties
Interview and hire new employees
Conduct performance reviews
Collaborate on various other projects
Rewards
Competitive salary
Generous benefits
Opportunity to work with owner-employees on a daily basis
Great work life balance
Professional, demanding, fast-paced environment
Profit Sharing Plan
Health / Fitness Club Reimbursement
Tuition Reimbursement
Environment
Our client is proud to offer a professional environment that rewards collaboration, dedication, and achievement. Because of its size and its management structure (100% employee owned), you’ll interact with senior managers each day. You’ll have opportunities to learn about the company, its numerous subdivisions, and its comprehensive product line.
Criteria for Response
BS degree in Accounting, Finance, or related disciplines
Experience options:
5 years of general accounting with 2 years of supervisory experience; OR
3 years of public accounting with CPA certification obtained or in process
Strong financial statement preparation experience
Strong interest and knowledge of investments
Mature, unflappable personality
Effective communication skills
Ability to thrive in a fast environment
For more information, please contact Mike Morone, mmorone@worldleadersjobs.com.
Mike Morone, Executive Recruiter
Worldleaders, Inc.
(585) 399-0653
(585) 399-0655 fax
(585) 749-5107 cell
300 State Street
Rochester, NY 14614
Please invite me to your LinkedIn Network
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I have no more information. {Sargent Shultz says “I know nuthin, Nuting, Nothing at all”!} I put it all in the post. Writing me for more info is a waste of your time and mine.
If you’re interested, leave a blog comment with your name and email. I’ll either send you the contact info, or forward your info to them. Depending upon what they prefer. Either way, you’ll get something back from me.
Note: Don’t put your email in the comment itself unless you want spam from a trollbot. The comment form allows you to put your name, email, and website address.
You might want to include a link to a http://www.emurse.com/ resume or such similar site. I recommend making oneself easy to be found.
You might want to take time to write a short cover on it. You never know who reads these things. You might find your own lead from it (i.e., someone, looking to hire an X, finds me saying someone is looking for X, and ‘poaches’ all the people who responded.). YMMV
Good luck and good hunting.
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