Finance & Accounting Analyst

Gwkinvest; Boston (MA); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health and dental coverage

Employer-matched 401(k)

Tuition reimbursement

Parental leave

Job summary

Gwkinvest is seeking an individual for an accounting role in Boston. Responsibilities include month-end accounting close, billing, and accounts payable tasks.

The ideal candidate will hold a Bachelor’s degree and possess 1-3 years of experience in finance or accounting, with strong analytical skills and experience using business intelligence tools.

The position offers a hybrid work schedule with competitive salary and comprehensive benefits.

Qualifications

• 1-3 years of experience in corporate finance, accounting, financial analysis, or related experience.
• Experience in investment management or financial services is a plus.
• Demonstrated curiosity and willingness to learn.

Responsibilities

• Assist in monthly accounting close activities and prepare journal entries.
• Calculate management fees and review billing calculations.
• Process vendor invoices and prepare payment batches.
• Develop automated reporting solutions to improve efficiency.

Skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Data accuracy

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Tools

AI

Power BI

Tableau

Job description

Responsibilities

• Month-End Accounting Close
  • Assist in the preparation and execution of monthly accounting close activities.
  • Prepare and post journal entries in accordance with firm accounting policies.
  • Reconcile the firm’s cash accounts on a monthly basis.
  • Support the preparation of financial reports and management reporting packages.
  • Maintain support schedules and documentation for audits and regulatory reviews.
• Accounts Receivable & Client Billing
  • Calculate and process management fees in accordance with client agreements and upload fee statements to the portals of select clients.
  • Review billing calculations for accuracy and compliance.
  • Help maintain billing calendars and ensure timely completion of billing cycles.
  • Apply client payments to accounts receivables ledger and research discrepancies.
  • Produce accounts receivable aging reports and collection metrics.
• Accounts Payable
  • Process vendor invoices and employee expense reimbursements.
  • Ensure invoices are properly coded and approved prior to payment.
  • Prepare payment batches and maintain accounts payable records.
  • Reconcile vendor statements and resolve billing discrepancies.
• Help create recurring financial reporting for senior management and business areas.
• Gather, validate and organize financial and business data from multiple internal systems.
• Develop automated reporting solutions to improve efficiency and reduce manual processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics or a related field.
• 1-3 years of experience in corporate finance, accounting, financial analysis, or related experience.
• Experience in investment management, asset management, financial services, banking, or public accounting is a plus.
• Excellent attention to detail and data accuracy.
• Experience with AI, Power BI, Tableau, or similar business intelligence tools is a plus.
• Strong written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Ability to work collaboratively in a team-oriented environment.
• Demonstrated curiosity and willingness to learn.

Location & Schedule

This role is based in our Boston office on a hybrid schedule – 4 days per week in-office, 1 day per week remote.

Compensation

Base Salary Range: $80,000–$95,000 USD. Employees may be eligible for a discretionary bonus and/or commission based on performance.

Benefits

Gives comprehensive benefits: health and dental coverage, employer-matched 401(k), tuition reimbursement, parental leave, and other benefits supporting work/life balance in a hybrid environment.

Equal Opportunity Employer Statement

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.