We are looking for an experienced accounting leader to support investment accounting operations in Columbia, South Carolina. This role oversees critical reporting, reconciliation, and review activities while partnering with internal teams and external stakeholders to resolve complex accounting matters. The position also contributes to operational improvement efforts, staff development, and high-priority projects that strengthen the accuracy and effectiveness of investment-related financial processes.
Responsibilities:
• Lead oversight of investment accounting operations by reviewing reports, reconciliations, and journal activity to maintain accurate and dependable financial records.
• Provide support across investment operations functions as needed, including daily banking and investment workflow coverage and issue resolution.
• Investigate complex accounting questions, communicate findings to leadership and business partners, and recommend practical solutions that improve financial processes.
• Direct special assignments involving reconciliations, research, and analysis, ensuring timely completion and clear documentation of results.
• Coordinate year-end accounting activities by preparing entries, reconciling balances, assembling reporting packages, and supporting audit and financial statement requests.
• Serve as a key contact for internal and external partners, including treasury-related stakeholders, to facilitate collaboration on investment accounting matters and implementation-related initiatives.
• Supervise and develop team members by providing guidance, setting expectations, and fostering a high-performing, service-oriented work environment.
• Evaluate existing procedures, update process documentation, and introduce improvements that strengthen control, efficiency, and consistency across the function.
• Experience managing month-end close activities, including review of journal entries, reconciliations, and supporting schedules.
• Strong working knowledge of general ledger accounting and investment-related financial reporting processes.
• Background supporting financial statement audits and responding to auditor requests with accurate documentation.
• Demonstrated ability to perform and review account reconciliations with a high level of accuracy and attention to detail.
• Proficiency in preparing, analyzing, and approving journal entries in a controlled accounting environment.
• Ability to research complex accounting issues, communicate clearly with stakeholders, and drive resolution across teams.
• Prior experience leading staff, improving workflows, and maintaining effective procedural documentation.
• Bachelor's degree required, CPA preferred
