Primary Responsibilities
- Completes a variety of activities as it relates to the financial statement close process including certain revenue and operating expense accruals.
- Performs analytical review of certain revenues and operating expenses.
- Performs general ledger reconciliations.
- Assists in and completes certain deliverables related to annual and quarterly analysis.
- Assists with the preparation of the Company’s income tax workpapers and prepares supporting documentation for annual tax return filings.
- Provides support and participates in the gathering of information for internal and external audits.
- Demonstrated ability to leverage AI productivity tools to streamline workflows and reduce manual effort. Comfort working alongside automated systems and evaluating AI-generated outputs for accuracy.
- Identifies ways to streamline processes and improve efficiency within the department.
- Participates in special projects as assigned by management.
- Performs related duties as assigned.
- Bachelor’s degree in Accounting required.
- At least two years experience in a similar role.
- CPA preferred.
- Must be detail oriented with the ability to interpret a variety of data.
- Computer proficiency in Microsoft Excel, Word, PowerPoint and Accounting software.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Accounting
- At least two years experience in a similar role
- CPA
- Detail oriented with ability to interpret data
- Computer proficiency in Microsoft Excel, Word, PowerPoint and Accounting software
What We Do
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
