Accounting Platform Associate

THE ROLE

Key Responsibilities

• Design and build improved financial workflows across billing, receivables, payables, and reconciliation — turning manual, repetitive processes into automated, auditable, and scalable systems
• Collaborate across teams to integrate financial data and systems into firmwide reporting and drive the evolution of financial operations by developing AI-enabled tools that streamline processes, reduce manual touchpoints and surface issues early
• Lead the full billing cycle, including monthly, quarterly, and performance-based billings, ensuring accurate and timely billing and oversee account setup to maintain data integrity from the onset
• Manage accounts payable, accounts receivable, and collections while improving processes for efficiency and scalability
• Own cash and general ledger reconciliations, enhancing processes and strengthening internal controls to improve accuracy, efficiency, and audit readiness
• Prepare and deliver financial reporting on a weekly, monthly, quarterly, and ad hoc basis, including regulatory filings (1099s, LM-10, and similar), while building toward reporting that updates itself

Qualifications

• Experience in accounting or financial operations — ideally including high-volume A/R and A/P — within an asset management, financial services, or comparably rigorous environment
• Familiarity with the billing and reconciliation lifecycle and financial reporting requirements, with genuine interest in how that lifecycle can evolve through automation and better-designed systems
• Comfort working with accounting and financial systems — strong Excel, and experience with platforms such as QuickBooks, Concur, or comparable tools — not just using them, but improving how they are used
• Strong working knowledge of billing and financial concepts and the ability to handle multiple priorities accurately in a deadline-driven environment
• A bachelor's degree in accounting, finance, business, operations, or a related field; relevant professional progress or certification is a plus but not a substitute for capability
• Analytical mindset with the ability to evaluate tradeoffs, identify inefficiencies, and contribute to operational and process improvements
• Strong communication skills, an ownership mentality, and willingness to challenge existing assumptions constructively

Experience with workflow tools, automation, analytics, or process improvement initiatives is helpful, but depth of curiosity, adaptability, and learning orientation matter more than any single technical skillset.