Mutual Fund Accountant, Robert Half

Mutual Fund Accountant

Robert Half

Location:
United States, Moorestown, NJ

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

As a Mutual Fund Accountant, you will primarily be responsible for managing financial services for small businesses and ensuring compliance with Small Business Administration (SBA) loan programs. This role involves direct interaction with clients, analysis of financial statements, and navigation of SBA financial reporting and compliance complexities.

Job Responsibility:

Ensure compliance with SBA loan programs and financial reporting standards
Manage accounting functions for small businesses, particularly those involved with SBA loan programs
Analyze financial statements and provide advice to clients based on your analyses
Communicate complex financial concepts clearly to clients and team members
Work independently in a remote environment, taking full ownership of work
Provide value to the team from day one, contributing to our growth and success
Handle corporate actions and other related duties as required
Familiarize with Small Business Investment Companies (SBIC) structures, regulations, and financial oversight
Solve problems proactively, ensuring small businesses meet SBA requirements and maximize financial opportunities
Maintain high-quality financial services, emphasizing compliance and efficiency

Requirements:

Bachelor's degree or equivalent combination of education
CPA preferred
3+ years experience with Fund administration
SBIC fund administration experience
In-depth knowledge of SBA loan programs, compliance requirements, and financial reporting standards
Highly organized with attention to detail and accuracy
Team player with strong interpersonal, verbal, and written communication skills

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
March 25, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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