Job Description

Duration: 12 months contract

Working Hours: Part time - 20-25 hours a week

Job Description:

Summary:

• Responsible for preparing quarterly update reports for each portfolio investment to monitor the performance of existing private equity investments on an ongoing basis
• Analyzing and spreading of financial statements and preparation of supporting analyses necessary to document appropriate valuation of portfolio investments.
• Monitoring portfolio company performance and preparing tracking reports for use by senior management in managing the business
• Tracking deal flow and marketing activity and preparing activity reports
• Special projects and monthly/quarterly reports as directed by senior management

Must Have Technical Skills:

• Microsoft Office Suite particularly PowerPoint and Excel, experience/knowledge with accounting concepts and financial analysis

Education:

• Bachelor's degree in progress specific to accounting or finance degree – required

Job Responsibilities:

• Impact/Function this role has within the bank/LOB: part time resource to assist in portfolio monitoring activities
• Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
• Develop, implement, modify, and document recordkeeping and accounting systems.
• Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
• Perform other duties as assigned.

Initiatives/Projects: oversight of their investment portfolio

Skills:

• Verbal and written communication skills.
• Attention to detail.
• Critical thinking.
• Ability to work independently and manage one’s time.
• Ability to apply accounting and mathematical principles to work as needed.
• Ability to analyze business trends and project future revenues and expenses preferred.
• Knowledge of legal and company policies, procedures and regulations as related to accounting.
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software.

Education/Experience:

• Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
• Entry level to 2 years financial and/or accounting experience required.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit

"U.S. Tech Solutions, Inc. is an Affirmative Action, Equal Opportunity Employer. Our employment decisions are made without regard to race, color, religion, gender, national origin, age, disability, marital status, veteran or military status, or any other legally protected status."

Recruiter's Details:

Recruiter’s Name: Kavisha Gupta

Email: kavisha@ustechsolutionsinc.com

Internal Job ID: 25-33403

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