Senior Accountant, Credit Fund Operations (Hybrid)

Petrafundsgroup; New York (NY); Hybrid; USD 82,000 - 123,000; Full time

Benefits offered by this job

90% covered medical, dental, and vision premiums

Fully funded Health Savings Account contributions

401(k) employer match

Flexible paid time off

Generous holiday calendar

Hybrid work environment

Job summary

Petrafundsgroup in New York is looking for a professional to oversee credit fund client relationships and financial management. You will ensure client satisfaction through effective processes and training, and maintain financial compliance.

The ideal candidate should have strong experience in client relations, be proficient in financial management software, and be capable of analyzing fund performance metrics. A comprehensive benefits package and a hybrid work environment are offered.

Qualifications

• Proven experience in overseeing client relations and financial management.
• Ability to train and develop team members effectively.
• Strong analytical skills for reviewing financial statements and transactions.

Responsibilities

• Serve as primary contact for credit fund clients from proposal to implementation.
• Conduct regular reviews of client engagement and financial transactions.
• Prepare materials for audits and ensure compliance with financial guidelines.

Skills

Client relationship management

Proficient in Investran Live

Knowledge of Salesforce CRM

Financial statement review

Performance metrics calculation

Job description

Petrafundsgroup in New York is looking for a professional to oversee credit fund client relationships and financial management. You will ensure client satisfaction through effective processes and training, and maintain financial compliance.

The ideal candidate should have strong experience in client relations, be proficient in financial management software, and be capable of analyzing fund performance metrics. A comprehensive benefits package and a hybrid work environment are offered.