Senior Finance Associate (Private Equity)

Atlantic Group; Boston (MA); Hybrid; USD 90,000 - 110,000; Full time

Job summary

A financial services firm is looking for a Senior Finance Associate in Boston, MA. This hybrid role includes managing financial reporting for private equity partnerships and coordinating tax reporting. The ideal candidate will possess a Bachelor's degree in Accounting or Finance, CPA certification, and at least 3 years of relevant experience. Strong proficiency in Excel is essential, and familiarity with fund accounting systems is preferred. This position offers a salary between $90,000 and $110,000, plus bonus.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 3+ years of partnership or fund accounting experience required.
• Strong understanding of investment partnerships and private equity funds.

Responsibilities

• Own quarterly and year-end accounting and financial reporting.
• Review capital calls, distributions, and daily fund transactions.
• Prepare tax-basis books and track K-1 activity.

Skills

Advanced proficiency in Microsoft Excel

Detail-oriented

Strong project management skills

Education

Bachelor’s degree in Accounting or Finance

Master’s degree (preferred)

CPA certification (preferred)

Tools

Fund accounting systems

Investment reporting platforms

Job description

Job Overview – Senior Finance Associate (Private Equity)

Compensation: $90,000 – $110,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior Finance Associate (Private Equity) in Boston, MA for our client, supporting partnership accounting, fund reporting, and treasury operations across private equity investment vehicles. In this hybrid role, you will oversee quarterly and year-end reporting, review capital activity and allocations, coordinate tax reporting, and leverage advanced Excel to enhance controls, reporting accuracy, and operational scalability within a fast‑paced investment environment.

Responsibilities

• Partnership Reporting & Close: Own quarterly and year-end accounting and financial reporting for assigned private equity partnerships.
• Capital Activity Oversight: Review capital calls, distributions, and daily fund transactions to ensure accuracy and proper internal controls.
• Tax & K-1 Coordination: Prepare tax-basis books, track K-1 activity, and collaborate with internal and external tax teams on partnership reporting.
• Treasury & Fund Administration: Manage cash activity, reconciliations, custody tracking, and tax withholding processes across funds.
• Process Improvement & Collaboration: Partner with cross-functional teams to enhance reporting workflows, strengthen controls, and support systems improvements.

Qualifications

• Education: Bachelor’s degree in Accounting or Finance required, with a Master’s degree preferred.
• Certification: CPA preferred.
• Experience: 3+ years of partnership or fund accounting experience within private equity, alternative investments, or public accounting supporting investment clients.
• Industry Knowledge: Strong understanding of investment partnerships, capital accounts, allocations, partnership tax concepts, and private equity fund structures.
• Technical Skills: Advanced proficiency in Microsoft Excel required, with experience working with fund accounting systems or investment reporting platforms preferred.
• Skills & Attributes: Detail‑oriented and proactive professional with strong project management skills, sound judgment, and the ability to manage multiple priorities in a deadline‑driven environment.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.