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Robert Half Portfolio Accountant in Dallas, Texas

Description

Chris Willhite, CPA has teamed up with an elite alternative investment firm to assist in the recruitment of a Front Office Treasury / Liquidity Senior role. This position will have direct exposure to portfolio managers as well as partners of the firm.

IMPORTANT – to be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)

Treasury / Middle Office / Liquidity

*located in ultra upscale office off McKinney Ave

*significantly above market compensation opportunity (emphasis)

*directly interested in candidates who understand liquidity (including technical skills like SQL and Python)

*exceptional quality of life (little to no overtime)

*Hybrid work schedule

Keep in mind that I have been with Robert Half for over 20 years with a deep network of exclusive investment companies that utilize me to source talent. Robert Half is the oldest and largest search firm in the US that specializes in finance searches (Fortune 500).

DESCRIPTION:

• Understand and perform all core responsibilities required of the Treasury Team • Build robust reports and tools used to perform core responsibilities. • Perform ad-hoc analysis using database and other quantitative tools. • Evaluate processes to look for efficiencies and improvement • Design and collaborate with team on projects necessary to comply with changing regulations and market conditions • Translate business requirements into functional system specification and design documents

Requirements - Attentive, ability to work independently and prioritize tasks

  • Demonstrated ability to work in a dynamic and constantly changing company environment

  • Knowledgeable of ERP systems

  • Exceptional analytical, quantitative and social skills

  • Experience in SOX control execution/documentation

  • Understanding of corporate performance management (CPM) and business intelligence systems required

  • Ability to handle multiple projects within strict deadlines

  • Excellent written/verbal communication and organizational skills

  • Previous experience in public accounting is highly valued

  • Big 4 Accounting Firm experience desired

  • 3-5 years of overall general accounting experience, ideally with Big 4 experience

  • Self-starter and strong ethical standards

  • Exceptional time management skills preferred

  • BA/BS in Accounting, CPA credentials are preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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