- Reviewing and approving financial statements for investment partnerships.
- Coordinating external and internal audits.
- Valuing direct and fund investments according to standards.
- Developing fund monitoring and due diligence functions.
- Forecasting fund performance and cash flow needs.
- Overseeing stock ownership reports.
- Manage relationships with external accountants and auditors.
- Coordinate financial statements for investment partnerships.
- Ensure compliance with accounting standards.
- Develop decision analysis tools for investment performance.
- Review and approve regulatory forms and reports.
- Proven experience in financial services and investment accounting.
- Demonstrated strong communication and interpersonal skills.
- Ability to work independently and prioritize tasks effectively.
- Strong attention to detail and analytical skills.
- Experience with project management and technical leadership.
- Office-based role, requires long periods of stationary work.
- Visual acuity for reading and analyzing data.
- Bachelor's degree in Accounting or Finance.
- Proficient in word processing and spreadsheet applications.
- CPA or MBA preferred.
- Extended hours during peak workloads.
- Up to 10% travel may be required.
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Finance & Accounting Analyst - Cincinnati, United States - Western & Southern Life
Description
Welcome to Fort Washington Investment Advisors!
We are currently looking for a dedicated Finance & Accounting Analyst to join our team and contribute to the success of our investment partnerships. This role involves providing business planning and analysis, managing relationships with external accountants and auditors, and ensuring compliance with financial standards. If you are a proactive professional with a strong background in finance and accounting, we encourage you to apply!
Summary of Responsibilities:
Position Responsibilities:
Qualifications:
Work Setting:
Educational Requirements:
Computer Skills:
Certifications:
Position Demands:
