Associate, Finance

Firm Description

Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance for multi-asset class portfolios, a powerful technology platform. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.  SCS employs over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Palm Beach.  

Role & Responsibilities 

SCS is looking to hire a full-time associate to join its finance team. As a finance team member you will work directly with the Controller & VP FP&A on a day to day basis to support all aspects of finance function, and report directly to the Chief Financial Officer.

Financial Operations

• Play a key role in quarterly client billing process
• Maintain payroll system and perform semi-monthly compensation & benefits reconciliation
• Ensure timely payment to vendors and reimbursement of employees’ expenses
• Assist with other internal and external financial reporting and regulatory requirements

Accounting

• Record monthly operating activity to accounting system; assist in providing commentary of key drivers on a monthly and quarterly basis

FP&A

• Support maintenance and monthly refresh of financial forecast models
• Assist with development of management reporting and dashboards with key financial metrics
• Assist in the preparation of annual budgets and long-term financial plans
• Analyze financial data, identify trends, and provide variance analysis to explain differences between actuals, forecasts, and budgets
• Help with ad hoc special analytical projects for management

Qualifications

• Bachelors Degree and 2+ years experience working in a accounting, finance or related field (preferably in financial services industry)
• Ability to work as part of a team and effectively communicate cross functionally
• Excellent analytical and problem-solving skills with a high attention to detail
• General understanding of core accounting principles and concepts
• Experience using accounting software or ERP system and developing reports to review financial details
• Strong proficiency in Microsoft Excel and comfortable working with data across various other systems & formats
• Ability to manage competing priorities and meet key deadlines

Nice-to-Haves

• Knowledge of, or understanding of SQL, VBA macros, Power BI, DataRails, ADP, Microsoft Great Plains
• Experience in enhancing or implementing automation to existing, recurring workflows
• Prior involvement in financial forecasting and annual budgeting processes.
• Prior involvement in annual audits, annual budgeting & forecasting processes

SCS is an equal opportunity employer.