Senior Private Equity Finance Lead — Hybrid, Boston

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

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.