Accounting Manager/Supervisor

Robert Half • West Hartford, CT • 58min ago

Description

An established financial services organization is seeking an Investment Accounting Manager to lead a team responsible for investment accounting, financial reporting, and client account management. This individual will oversee the accounting and reporting process for a diverse client portfolio, ensuring financial information is accurate, complete, and delivered in accordance with established deadlines and regulatory requirements.

Key Responsibilities

Direct the monthly and quarterly accounting cycle for assigned investment portfolios, ensuring the integrity of financial data and timely completion of reporting requirements.

Review investment activity, financial statements, supporting schedules, and account balances to identify unusual fluctuations, discrepancies, and potential reporting issues.

Coordinate the preparation of financial information for insurance and investment-related regulatory requirements, including statutory and GAAP reporting.

Monitor reconciliation activities and ensure investment transactions, cash movements, interest income, dividends, and other portfolio activity are properly reflected in the accounting records.

Partner with external custodians, investment managers, and client accounting teams to research outstanding items and resolve complex accounting questions.

Establish priorities and provide direction to accounting staff, ensuring workloads are balanced and deliverables meet quality expectations.

Act as a technical resource for the team, providing guidance on investment accounting treatment, reporting requirements, and complex transactions.

Build and maintain productive relationships with clients and external business partners, addressing questions and providing insight into financial reporting results.

Work closely with auditors during financial reviews and audits, coordinating requested documentation and addressing accounting-related inquiries.

Evaluate existing accounting practices and introduce improvements to reporting procedures, internal controls, and operational workflows.

Assist with department planning, staffing needs, and the integration of new client accounts and reporting requirements.

Education

Bachelor's degree in Accounting, Finance, or Business with an Accounting concentration required.

CPA or other relevant professional certification preferred.

Experience & Technical Skills

Minimum of 5 years of progressive accounting experience, ideally within insurance, investment management, asset management, or financial services.

Previous experience providing team leadership, reviewing accounting work, or overseeing complex accounting projects.

Strong understanding of investment accounting principles and financial reporting requirements.

Familiarity with statutory (STAT), GAAP, and/or IFRS accounting standards.

Advanced Microsoft Excel skills, including lookup functions, pivot tables, and macros.

Experience working with investment accounting platforms and financial reporting applications.

Please send resumes directly to Chelsea Halon - chelsea.halon@roberthalf com

Requirements - Bachelor's degree in Accounting, Finance, Business, or a closely related field with an accounting focus.

At least 5 years of progressive accounting experience, preferably within financial services, insurance, investment management, or asset management.

Prior experience leading staff, reviewing accounting deliverables, or managing complex accounting assignments.

Solid knowledge of investment accounting principles and financial reporting frameworks, including GAAP and statutory accounting concepts.

Hands-on experience with month-end close, general ledger activity, journal entries, account reconciliations, and financial statement audit support.

Advanced Microsoft Excel capabilities, including the use of pivot tables, lookup formulas, and macros.

Familiarity with investment accounting systems and financial reporting applications.

Certification such as CPA or a comparable credential is 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.

© 2025 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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