Senior Fund Accountant - Lead Fund Finance & Reporting

Ultimus LeverPoint Private Fund Solutions; Columbus (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

A financial services firm located in Columbus, OH is seeking a Senior Accountant to manage daily financial operations for client funds. The role requires overseeing the general ledger, reviewing financial reports, and ensuring all deadlines are consistently met. The ideal candidate should have a Bachelor’s degree in Accounting, 2–5+ years of relevant experience, and CPA certification is strongly preferred. This full-time role is essential for maintaining high standards in client service and financial analysis.

Qualifications

• 2–5+ years of relevant experience in Accounting or Finance.
• Ability to perform moderately complex accounting procedures.
• Professional written and oral communication skills.

Responsibilities

• Review and maintain general ledger entries.
• Approve financial statements before presentation.
• Prepare and review waterfall calculations.

Skills

Strong accounting principles knowledge

Client-service skills

Organizational skills

Advanced computer skills

Problem-solving abilities

Education

Bachelor’s Degree in Accounting or related field

Advanced degree (MBA or MSA)

CPA license

Tools

Microsoft Office Suite

Investran or similar accounting software

Job description

A financial services firm located in Columbus, OH is seeking a Senior Accountant to manage daily financial operations for client funds. The role requires overseeing the general ledger, reviewing financial reports, and ensuring all deadlines are consistently met. The ideal candidate should have a Bachelor’s degree in Accounting, 2–5+ years of relevant experience, and CPA certification is strongly preferred. This full-time role is essential for maintaining high standards in client service and financial analysis.