Senior Accountant

Boston Partners; Boston (MA); On-site; USD 125,000 - 145,000; Full time

Job summary

Boston Partners is seeking a Senior Accountant to support the Accounts Receivable group with billing cycle requirements and ad hoc analyses. You will work closely with the Billing Manager to tackle growing complexities of the expanding business opportunities in Boston.

The role requires a Bachelor's degree in finance or accounting, six or more years of relevant accounting experience, and strong Excel skills. CPA is preferred; in-office attendance five days per week in Boston, MA.

Qualifications

• Strong written and verbal communication skills.
• Advanced Microsoft Excel skills (pivot tables, lookups, large datasets).
• Self-motivated and able to work in a fast-paced environment.

Responsibilities

• Participate in the billing cycle including invoicing and onboarding new clients.
• Support reporting, invoicing, and monthly close for Private Wealth business.
• Review and monitor feeds between systems (Workday, Revenue Manager, Addepar).
• Assist in reconciliations and aged receivable reports.
• Follow up on aged receivables with internal teams and clients.
• Assist with interim and year-end audits with external auditors.
• Prepare performance fee invoices and analyze profitability of investment products.

Skills

Communication skills

Excel advanced

Attention to detail

Time management

Education

Bachelor’s degree in finance or accounting

Job description

Company Summary

Boston Partners is a global investment advisor with over $150 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners invests in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.

Position

Senior Accountant

Department

512110 Finance

Location

Boston

Job Description

Position: Senior Accountant

Department: Finance

Location: Boston, MA

Report to: Billing Manager

Company Summary: Boston Partners is a global investment advisor with over $150 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners invests in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.

Position Summary

The Senior Accountant will support the Account Receivable group with billing cycle requirements and ad hoc analysis such as aged receivable reconciliation and vehicle profitability. The Senior Accountant will work directly with the Billing Manager to tackle the growing complexities of Boston Partners’ expanding business opportunities.

Major Responsibilities

• Participate in the billing cycle including invoicing, onboarding new clients, and process improvement.
• Support the developing Private Wealth business with reporting, invoicing, and monthly close process.
• Review and monitor feeds between systems. (Workday, Revenue Manager, and Addepar)
• Assist in the reconciliation and preparation of aged receivable reports.
• Follow up on aged receivables resolution with Client Service Associates and Relationship Managers.
• Assist with interim and year-end audit with external auditors.
• Work closely with various teams internally, and helping Client Service Associates and Relationship Managers with billing related requests from clients.
• Assist in the preparation of performance fee invoices.
• Research activities regarding technical accounting matters and work with the Billing Manager to resolve.
• Analyze the profitability of investment products and vehicles.

Requirements / Qualifications

• Bachelor’s degree in finance or accounting.
• Six or more years of relevant accounting, preferably within investment management, wealth management, financial services, or a related industry.
• Proven experience as a Senior Accountant or relevant similar role.
• Strong written and verbal communication skills, with the ability to interface directly with clients, and work effectively with employees at all organizational levels.
• Self-motivated; ability to adapt to change and work in a fast-paced environment.
• Ability to work independently, manage competing priorities, and meet recurring deadlines timely.
• Advanced Microsoft Excel skills, including pivot tables, lookups, and the ability to analyze large datasets.
• Strong attention to detail and commitment to accuracy.
• CPA is preferred.

Special Requirements

• Ability to work extended hours during month-end, quarter-end, and year-end close periods.
• Comfort using approved AI-enabled tools to support research, analysis, documentation, and process improvement.
• This position is based in the Boston office and requires in-office attendance five days per week.

Compensation

• The pay range for this position is $125,000-$145,000 annually.

It is not typical for offers to be made at or near the top of the range.

Salary offers are based on a wide range offactors including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered.

In addition to the base salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.