Senior Investment Accountant

Atlantic Group; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Atlantic Group in Boston, MA seeks an entry to mid-level accountant to prepare and review financial statements, assist with month-end close, and support audit cycles. Strong Excel skills and attention to detail are essential.

The ideal candidate holds a Bachelor's in Accounting or Finance, 1–3 years of experience, and a CPA track is a plus. Excellent analytical and communication abilities are required to collaborate with internal teams and external auditors.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1–3 years of accounting experience in public accounting, financial services, fund accounting, or a related industry.
• Strong understanding of accounting principles.
• Proficiency in Microsoft Excel.
• CPA track or CPA designation is a plus.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Prepare and review financial statements and supporting schedules
• Perform account reconciliations and maintain accurate financial records
• Assist with investment accounting and transaction processing
• Support month-end, quarter-end, and year-end close activities
• Partner with internal teams and external auditors during audit and reporting cycles
• Assist with cash activity, reporting, and financial analysis
• Help improve accounting processes and support special projects
• Respond to internal and external reporting requests

Skills

Excel Proficiency

Analytical Skills

Organizational Skills

Communication Skills

Education

Bachelor's degree in Accounting, Finance, or related field

CPA track or CPA designation is a plus

Job description

• Prepare and review financial statements and supporting schedules
• Perform account reconciliations and maintain accurate financial records
• Assist with investment accounting and transaction processing
• Support month-end, quarter-end, and year-end close activities
• Partner with internal teams and external auditors during audit and reporting cycles
• Assist with cash activity, reporting, and financial analysis
• Help improve accounting processes and support special projects
• Respond to internal and external reporting requests

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 1–3 years of accounting experience in public accounting, financial services, fund accounting, or a related industry
• Strong understanding of accounting principles
• Proficiency in Microsoft Excel
• CPA track or CPA designation is a plus
• Excellent analytical, organizational, and communication skills