Daley And Associates, LLC · 2 weeks ago
Finance Manager (Special Situations) 125-145K
Boston, MA
Full-time
Onsite
Mid, Senior Level
$125K/yr - $145K/yr
6+ years expDaley And Associates, LLC is a leading global investment firm with over $180 billion in assets under management, seeking a Finance Manager to join its Special Situations team. This role involves overseeing finance functions, managing accounting and tax implications, and driving process improvements within a dynamic investment platform.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Hiring Manager
Kyle Archer
Responsibilities
Oversee core finance functions, portfolio management, and investor reporting for a complex and evolving investment platform
Understand and manage the accounting, tax, and legal implications of sophisticated fund structures
Review monthly returns, NAVs, capital reporting, quarterly financial statements, and management fee/carry calculations
Lead annual audit processes and coordinate closely with external auditors and administrators
Partner with deal and portfolio management teams to address financial and operational matters
Identify and drive process improvements through automation and technology to enhance reporting efficiency and data accessibility
Support fundraising and investor requests through accurate and timely information delivery
Qualification
Required
6–10 years of experience within an investment advisor, private equity, or public accounting environment
Strong technical accounting and financial reporting background; familiarity with complex investment structures
Proven ability to manage multiple priorities under tight deadlines and operate with high independence
Excellent communication and interpersonal skills; capable of collaborating across teams and levels
Advanced Excel proficiency; experience with VBA, Power BI, Alteryx, or Python preferred
Bachelor's degree in Accounting, Finance, or related field required; CPA or CFA a strong plus
Preferred
Experience with VBA, Power BI, Alteryx, or Python
Benefits
Discretionary bonus
Comprehensive benefits
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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