WHAT THEY OFFER YOU
- A high-impact Senior Analyst opportunity owning the firm's Travel & Expense (T&E) and Accounts Payable functions within a sophisticated corporate accounting environment.
- Opportunity to support a growing investment platform while partnering closely with executive leadership, accounting, treasury, and operations teams.
- Broad exposure to expense allocations, treasury operations, vendor management, 1099 reporting, and corporate accounting initiatives.
- Ability to drive process improvements through automation, technology enhancements, and operational best practices
- Hybrid working environment that offers long-term career growth within a collaborative, high-performing finance organization
WHY THIS ROLE IS IMPORTANT
- Serves as the primary owner of the firm's Travel & Expense and Accounts Payable processes, ensuring expenses are processed accurately, timely, and in accordance with company policies.
- Plays a key role in allocating expenses across corporate entities, investment vehicles, and business operations while maintaining financial accuracy.
- Supports treasury operations through wire transfers, ACH processing, banking administration, and cash management activities.
- Helps strengthen vendor management by overseeing onboarding, due diligence, annual risk assessments, and tax reporting requirements.
- Identifies opportunities to improve accounting workflows, automate manual processes, and enhance operational efficiency across the accounting function.
- Partners directly with leadership and cross-functional teams on special projects that improve scalability and financial operations.
THE BACKGROUND THAT FITS
- 3+ years of experience in high-volume Accounts Payable, Travel & Expense, or corporate expense accounting.
- Experience within asset management, real estate, private equity, financial services, or other professional services environments is a strong plus.
- Advanced Excel skills with experience performing reconciliations, allocations, expense analysis, and problem-solving.
- Experience with expense management and accounting systems such as SAP Concur and Sage Intacct is a plus.
- Strong analytical mindset with the ability to investigate discrepancies, improve processes, and implement solutions.
- Self-motivated professional who thrives in a fast-paced environment, manages multiple priorities independently, and communicates effectively across departments and with external vendors.



