Finance Associate

Atlantic Group; Boston (MA); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Atlantic Group in Boston, MA is seeking a Finance Associate to join its collaborative finance team. The role targets accounting professionals with 2–3 years of experience, offering exposure to fund accounting, investor reporting, cash management, financial reporting, and investment transactions.

You will work with an experienced team in a high-caliber environment, contributing to daily financial operations and reporting deadlines. Hybrid work schedule applies, with in-office and remote days.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 2+ years in public accounting or 2–3 years private accounting.
• CPA or progress toward CPA is a plus.
• Strong understanding of accounting principles and financial reporting.
• Excellent Excel and analytical skills.
• Experience with Investran or fund accounting software is a plus.
• Prior private equity or alt investments experience beneficial.

Responsibilities

• Support daily cash management activities including wire processing, cash reconciliations, and cash reporting.
• Prepare and review capital calls and distribution calculations while coordinating with investors.
• Record quarterly cash and accrual journal entries and maintain schedules for GAAP and tax reporting.
• Assist with preparation of quarterly and annual financial statements.
• Maintain investment schedules and coordinate docs for acquisitions and dispositions.
• Prepare investment transaction memoranda and supporting documentation.
• Review work by third-party fund administrators.
• Prepare audit schedules, confirmations, and supporting documentation for auditors.
• Assist with partnership agreement compliance and key reporting deadlines.
• Respond to investor requests and ad hoc information inquiries.
• Build relationships with banking, legal, and external service providers.
• Participate in process improvements and special projects across the finance team.

Skills

Analytical thinking

Strong communication

Organizational abilities

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Investran

Job description

Location: Boston, MA (Hybrid – 2 days in office / 3 days remote)

Salary: $80k - $90k (depending on experience)

A leading private equity investment firm is seeking a Finance Associate to join its collaborative finance team. This is an excellent opportunity for an accounting professional with 2-3 years of experience who is looking to transition into private equity or continue building a career within alternative investments. You'll gain broad exposure to fund accounting, investor reporting, cash management, financial reporting, and investment transactions while working alongside an experienced team in a highly regarded investment firm.

Responsibilities

• Support daily cash management activities, including wire processing, cash reconciliations, and cash reporting
• Prepare and review capital calls and distribution calculations while coordinating with investors
• Record quarterly cash and accrual journal entries and maintain supporting schedules for both GAAP and tax reporting
• Assist with the preparation of quarterly and annual financial statements
• Maintain investment schedules and coordinate documentation related to acquisitions and dispositions
• Prepare investment transaction memoranda and supporting documentation
• Review work completed by third-party fund administrators
• Prepare audit schedules, confirmations, and supporting documentation for external auditors
• Assist with partnership agreement compliance and key reporting deadlines
• Respond to investor requests and ad hoc information inquiries
• Build relationships with banking, legal, and external service providers
• Participate in process improvements and special projects across the finance team

Qualifications

• Bachelor's degree in Accounting or Finance
• 2+ years of public accounting experience or 2-3 years of private accounting experience
• CPA or progress toward CPA is a plus
• Strong understanding of accounting principles and financial reporting
• Excellent Excel and analytical skills
• Strong communication and organizational abilities
• Experience with Investran or other fund accounting software is a plus
• Prior private equity or alternative investment experience is beneficial but not required