Senior Accountant

About the role

The Senior Accountant position within our Baltimore office location is designed to allow for rewarding career growth and opportunities for advancement within the accounting function of a global independent investment management and strategic advisory firm.

Responsibilities

• General operational accounting responsibilities, including: revenue and accounts receivable, firm investments, leases, fixed assets, prepaid expenses and amortization, manage treasury activities, ensuring accurate recording of cash disbursements, transfers, and accounts receivable cash receipts and corporate expense allocations.
• Prepare monthly and quarterly journal entries and account reconciliations, using system tools and automation where available to identify, investigate, and resolve reconciling items timely.
• Prepare monthly and quarterly financial reporting for senior management, incorporating analytical review techniques and data-driven insights to highlight trends, anomalies, and significant changes.
• Perform account and trend analysis on general ledger activity, leveraging reporting tools, dashboards, and AI-assisted analysis to improve efficiency and enhance insight quality.
• Prepare U.S. regulatory reporting, including supporting schedules and quarterly tie-outs.
• Aid with firmwide budgeting and forecasting, including data validation, variance analysis, and supporting schedules; contribute ideas for process enhancements using financial systems and analytical tools.
• Support year-end audits and regulatory examinations, including preparation of schedules, documentation, and responses; assist in improving audit-readiness through better data organization and controls.
• Continuously develop technical and professional skills, including staying current on accounting standards, best practices, and emerging technologies such as AI-enabled accounting and financial systems.
• Participate in ad hoc projects, including process-improvement initiatives and system enhancements that support the evolution of the firm’s finance and accounting capabilities.

Requirements

• Minimum of 3 years of accounting or financial industry related experience.
• Bachelor’s degree in accounting required.
• CPA license (or progress towards passing CPA exams) strongly preferred but not required.
• Ability to comprehend, interpret, and apply accounting principles.
• Ability to work in a fast-paced environment and manage well through ambiguity and complexity.
• Detail-oriented self-starter comfortable working independently and understanding appropriate times to ask questions and managing multiple projects under tight deadlines.
• Strong analytical, problem solving, research, verbal, and written communication skills.
• Execution-focused, with the ability to take individual responsibility for delivering quality work in a timely manner.
• Curious and inquisitive mindset will be beneficial in this role.
• Excellent computer skills, particularly in navigating AI tools (ChatGPT, Copilot), detailed system-generated source reports, downloading and analyzing data, and Excel functions.
• Ability to build, foster, and maintain positive professional relationships.
• Ability to work at the Baltimore office location.

Qualifications

• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits

• Competitive compensation package, including full benefits.
• Medical, Dental, Vision, Wellness program participation incentive.
• Financial wellness program.
• Fitnesse event fee reimbursement.
• Gym membership discounts.
• Colleague Assistance Program.
• Telemedicine Program (for those enrolled in Medical).
• Adoption Benefits.
• Late pick-up fee reimbursement.
• Basic Life & Accidental Death & Dismemberment Insurance.
• Voluntary Life & Accidental Death & Dismemberment Insurance.
• Short Term Disability.
• Paid parental leave.
• Group Long Term Disability.
• Pet Insurance.
• 401(k) (50% employer match up to IRS limit, 4 year vesting).