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Asset Management - Senior Manager

Senior Manager – Asset Management Accounting Advisory 

Senior Managers will work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies. CFGI Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.

 

Take ownership of your career at CFGI: 

·       Gain exposure to a wide range of industries and/or projects.

·       Make a true business impact with your clients.

·       Own projects from start to finish.

·       Experience client interaction and thrive in a client-facing role.

·       Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. 

·       Enjoy the flexibility of office/remote/client site work locations (engagement specific).

·       Create your own path.

·       Enjoy what you do!

 

What you might expect:

·       Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions in the asset management industry, primarily in the private equity, private credit, and real estate fund, mutual funds and hedge fund asset classes.

·       Lead client engagement and own delivery of operational workstreams to support clients’ controllership function.

·       Drive client deliverables related to financial and regulatory reporting in accordance with SEC, regulatory and LP requirements.

·       Serve as a subject matter expert on projects related to new ASC accounting standards.

·       Lead process improvement projects and implementation of changes.

·       Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback. 

·       Lead firm initiatives and identify areas for improvements. 

·       Play an active role in the firm’s recruiting efforts, client relationship building and business development efforts. 

 

Who you are:

·       An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.

·       Ten plus years of experience in public accounting and/or industry accounting/finance.

·       A CFA charter, CAIA, CIPM certificate, or similar asset management industry specific credential would be a plus.

·       Industry experience preparing or managing fund accounting or financial reporting processes, especially with private equity partnerships, is desirable.

·       Controllership experience, experience managing accounting operations and financial transactions in the alternative investments space is a plus.

·       Experience in fund accounting software or other technology transformation (i.e. front or middle office software, financial reporting software, etc.) to support process automation or conversion from a legacy product is highly desirable in this role.

·       Outstanding interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.

·       Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.

·       Proactive in identifying client needs and effective in building a strong relationship with clients. 

·       Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction. 

·       Effective analytical and critical thinking abilities.

·       Entrepreneurial nature, self-motivated, ethical, and dependable.

·       High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. 

·       Consistently seek opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.


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Average salary estimate

$150000 / YEARLY (est.)
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$120000K
$180000K

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What You Should Know About Asset Management - Senior Manager, CFGI

Are you ready to take your career to the next level? CFGI is on the lookout for a talented Senior Manager in Asset Management Accounting Advisory to join our dynamic team! In this role, you'll collaborate with C-level executives from Fortune 500 companies, mid-cap organizations, and innovative start-ups. We pride ourselves on empowering our Senior Managers to lead project teams, engage with clients, and work closely with Big 4 auditors on all facets of engagements, from report writing to business development. You'll have the chance to influence real change and make a significant business impact for our clients while steering projects from inception to completion. Experience the best of both worlds with the flexibility of working in-office, remotely, or at client sites based on the engagement needs. With exposure to a diverse range of industries, you’ll be challenged and supported by top-tier experts in a collegial environment. As a Senior Manager, you will also play a pivotal role in mentoring the next generation of managers and consultants, driving improvements, and building lasting client relationships. If you have an undergraduate degree in Accounting, a CPA or MBA, and over ten years of experience in public accounting or finance, along with a desire to create your own path, we want to hear from you. At CFGI, we believe in enjoying what you do while making a difference every day. Join us in leading the way in asset management services!

Frequently Asked Questions (FAQs) for Asset Management - Senior Manager Role at CFGI
What are the key responsibilities of the Senior Manager in Asset Management at CFGI?

As a Senior Manager in Asset Management at CFGI, you will lead client engagements, drive financial and regulatory reporting, and act as a subject matter expert in complex accounting issues relating to the asset management industry. You'll interact directly with clients' executive teams and auditors, oversee operational workstreams, and mentor junior staff, ensuring your projects align with best practices and industry standards.

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What skills are necessary for the Senior Manager - Asset Management position at CFGI?

To excel as a Senior Manager - Asset Management at CFGI, candidates should possess strong technical skills in U.S. GAAP and SEC reporting, outstanding communication and interpersonal abilities, and demonstrated analytical and critical thinking skills. Additionally, experience in fund accounting software and a solid understanding of the alternative investments landscape is highly beneficial for this role.

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What qualifications are required for the Senior Manager role in Asset Management at CFGI?

The ideal candidate for the Senior Manager role in Asset Management at CFGI should hold an undergraduate degree in Accounting, and a CPA or MBA is preferred. You should have over ten years of relevant experience in public accounting or finance, and industry-specific certifications such as CFA or CAIA will be advantageous.

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What is the culture like at CFGI for a Senior Manager in Asset Management?

At CFGI, the culture for Senior Managers in Asset Management is built on collaboration, growth, and innovation. You'll be a part of a supportive team of top-tier experts that encourages professional development and fosters a collegial environment. With a commitment to quality client service, every team member is empowered to own their career and make a meaningful impact.

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How does CFGI support the professional growth of its Senior Managers in Asset Management?

CFGI supports the professional growth of its Senior Managers in Asset Management by providing access to training programs, mentoring opportunities, and exposure to various industries and projects. We believe in enhancing your skills and knowledge continuously, allowing you to stay ahead in the ever-evolving asset management landscape.

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Common Interview Questions for Asset Management - Senior Manager
What experience do you have in managing client relationships as a Senior Manager?

In sharing your experience managing client relationships, highlight specific instances where you built strong rapport with clients, navigated complex issues, and drove successful outcomes. Emphasize the techniques you used to foster communication and trust.

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How do you handle complex accounting issues in asset management?

When addressing complex accounting issues in asset management, discuss your approach to problem-solving, including how you analyze the situation, consult with stakeholders, and apply relevant accounting standards, ensuring to provide examples of past challenges and resolutions.

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Can you explain a time you successfully led a project from start to finish?

Share a detailed example where you took ownership of a project, outlining your planning process, execution, and the results achieved. Highlight how your leadership contributed to the project's success and overcame any obstacles.

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What strategies do you employ to mentor junior staff effectively?

Discuss your mentoring approach, focusing on providing constructive feedback, fostering an open environment for learning, and setting achievable goals. Share examples of how you’ve developed junior staff and the positive outcomes of your mentorship.

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How do you stay current with industry accounting regulations?

Explain your methods for staying informed about industry regulations, such as attending workshops, participating in professional organizations, and actively seeking out new information. Emphasizing your proactive attitude ensures potential employers see your commitment to continuous learning.

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In your opinion, what is the biggest challenge the asset management industry faces today?

Articulate your understanding of current industry challenges, referencing trends such as regulatory changes, market volatility, or technological advancements. Discuss how these challenges could impact client operations and how you can help them navigate these issues.

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What role does communication play in your work as a Senior Manager?

Emphasize the importance of communication in your role, detailing how it is crucial for maintaining client relationships, collaborating within teams, and ensuring transparent project management. Provide examples of when effective communication led to successful outcomes.

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How do you prioritize your tasks when managing multiple projects?

Discuss your prioritization strategy, focusing on assessing project timelines, client needs, and resource availability. Share specific tools or methodologies you use to stay organized and ensure projects run smoothly.

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What innovative solutions have you implemented in previous roles?

Share specific examples of innovative solutions you introduced, outlining the issues they addressed and the benefits realized. This could include process improvements, technology integrations, or new financial reporting methods.

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Why do you want to work at CFGI as a Senior Manager?

When answering this question, focus on CFGI's unique values, culture, and opportunities for professional growth. Discuss how CFGI's commitment to client service aligns with your career goals and your desire to make a meaningful impact.

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DATE POSTED
April 14, 2025

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