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Summary of Responsibilities: |
The Finance & Accounting Analyst position provides business planning and analysis for Fort Washington Investment Advisors (FWIA). Functions include reviewing and approving all quarterly and annual financial statements for FWIAs investment partnerships, coordinating all aspects of the external audit of each partnership, coordinating all internal and compliance audits, and managing the relationship with the external accountants and auditors. The individual is responsible for the valuation of direct and fund investments according to ASC 820 and reviewing and approving the calculation of management fees and carried interest for each fund. Additional responsibilities include developing and implementing a new fund monitoring and due diligence function, forecasting fund performance and cash flow needs, developing a process to retire or liquidate old legacy funds, and overseeing the public stock ownership report. Works with minimal supervision and is responsible for making an established range of decision, escalating to management when necessary and updating manager on a regular basis. |
Position Responsibilities: |
Accounting Functions:
Finance Functions:
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Educational Requirements: |
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Computer skills and knowledge of hardware & software required: |
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Certifications & licenses (i.e., Series 6 & 63, CPA, etc.): |
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Full Time
$94k-118k (estimate)
05/01/2024
05/20/2024
The following is the career advancement route for Finance & Accounting Analyst positions, which can be used as a reference in future career path planning. As a Finance & Accounting Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Finance & Accounting Analyst. You can explore the career advancement for a Finance & Accounting Analyst below and select your interested title to get hiring information.