Management Company Accounting Sr. Associate — Lead Change

Referment; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Referment is hiring a senior associate for its Management Company Accounting team within Financial Operations. The role requires a CPA and offers independence to drive change initiatives from scoping to post-implementation review, serving as the technical expert on financial reporting and controls.

You will partner with Fund Accounting, Tax, and Legal & Compliance to shape firmwide initiatives and strengthen close processes.

Qualifications

• Five to eight years of progressive accounting experience.
• CPA is required; deep technical expertise in financial reporting and internal controls.
• Ability to work independently on ambiguous, high-stakes problems.
• Record of owning initiatives end to end and coaching others to raise team quality.
• Excellent communication, attention to detail, and discretion with sensitive information.

Responsibilities

• Own and independently drive change initiatives across the management company accounting function — scoping, design, implementation, and post-implementation review.
• Prepare and review the team's recurring financial reporting deliverables, keeping them accurate, complete, and on time.
• Serve as the technical resource on complex accounting matters, reporting requirements, and the design and operation of controls.
• Engage with Fund Accounting, Tax, and Legal and Compliance to shape the accounting side of firmwide initiatives and resolve reporting questions.
• Partner across Financial Operations and technology to strengthen processes, close controls gaps, and build scalable, well-documented workflows.
• Identify opportunities to apply generative AI and automation to close, reporting, and control activities — and help bring those solutions into production.

Skills

Accounting expertise

CPA

Communication

Internal controls

Financial reporting

Independence

Education

Bachelor's degree in accounting/finance/related field

Job description

Referment is hiring a senior associate for its Management Company Accounting team within Financial Operations. The role requires a CPA and offers independence to drive change initiatives from scoping to post-implementation review, serving as the technical expert on financial reporting and controls.

You will partner with Fund Accounting, Tax, and Legal & Compliance to shape firmwide initiatives and strengthen close processes.