Mutual Fund Accountant
Robert Half Finance & Accounting
Description
We are offering an exciting opportunity for a Mutual Fund Accountant to join our team in South Jersey. As a Mutual Fund Accountant, you will primarily be responsible for managing financial services for small businesses and ensuring compliance with Small Business Administration (SBA) loan programs. This role involves direct interaction with clients, analysis of financial statements, and navigation of SBA financial reporting and compliance complexities.
Responsibilities:
+ Ensure compliance with SBA loan programs and financial reporting standards
+ Manage accounting functions for small businesses, particularly those involved with SBA loan programs
+ Analyze financial statements and provide advice to clients based on your analyses
+ Communicate complex financial concepts clearly to clients and team members
+ Work independently in a remote environment, taking full ownership of work
+ Provide value to the team from day one, contributing to our growth and success
+ Handle corporate actions and other related duties as required
+ Familiarize with Small Business Investment Companies (SBIC) structures, regulations, and financial oversight
+ Solve problems proactively, ensuring small businesses meet SBA requirements and maximize financial opportunities
+ Maintain high-quality financial services, emphasizing compliance and efficiency
Requirements
The ideal Mutual Fund Accountant candidate should have a Bachelor's degree or equivalent combination of education. CPA preferred.
Other requirements for the Mutual Fund Accountant position include and are not limited to:
+ 3_ years experience with Fund administration, SBIC fund administration experience
+ In-depth knowledge of SBA loan programs, compliance requirements, and financial reporting standards.
+ Highly organized with attention to detail and accuracy
+ Team player with strong interpersonal, verbal, and written communication skills
Interested candidates should reach out to Sean Carney at 267-996-4169 and reference JO#03720-0013156247
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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