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 senior 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.
Top Skills
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. 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.
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 both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
