LeverPoint Management, LLC.

  • Associate Accounting Manager, Management Company

    Job Locations US-NY-Clifton Park
    ID 2018-1022
  • Overview

    LeverPoint is currently seeking an Associate Manager for our Management company who will be responsible for overseeing the team and the day-to-day operations of client Management Companies and communicate directly with the CFO, General Partners of the Management Company.


    This position will require regular interaction with clients, team members and management.  This position requires a mastery of complex operational accounting skills, the ability to oversee the complete financial reporting and direct oversight of associates.  This position serves as a resource to other members of the team, providing guidance, coaching, training and additional support as needed. 


    • Review and approve all monthly and quarterly packages to distribute to the CEO and CFO’s reporting the performance of the Management Company;
    • Oversee the preparation of schedules to support the general ledger balances reported in the financial statements;
    • Ensure all transactions entered into accounting software are completed accurately;
    • Act as the 401k Administrator for client plans, approving all 401k loans, distributions, rollover requests, approve 401k contributions and calculated match contributions;
    • Prepare budget and forecast schedules;
    • Review and approve all semi-monthly or monthly payroll cycles in the appropriate payroll system;
    • Communicate directly with the General Partners/CFO and respond promptly to their requests to provide them with the information they require;
    • Maintain fixed assets, calculate depreciation and Section 179;
    • Interact with auditors and provide them with reports/support to assist them during the audit;
    • Ability to multi-task between different tasks, client deliverables and internal demands throughout the day;
    • Provide supervision, guidance and coaching to the team, including regular training support as needed;
    • Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities and;
    • Additional duties as assigned by management;
    • Demonstrate mastery of technical skillset including use of Excel and other software utilized by the Management Company Team;
    • Demonstrate mastery of subject matter when advising clients on various client questions or concerns;
    • Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures;
    • Conduct ongoing team trainings while providing input as to the continued training opportunities at a global-company level;
    • Provide daily leadership across the team and the organization.


    • 3 – 5+ years’ (relevant) experience in Accounting or related field;
    • 0 – 2+ years’ supervisory experience in the following: performance management (including coaching, progressive discipline, performance review delivery etc.), training, talent acquisition and retention;
    • Minimum of a Bachelor’s Degree in Accounting or related field;
    • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;
    • Certified Public Accountant (CPA) license is strongly preferred;
    • Experience in forecasting and budgeting during an accelerated growth period;
    • Proficient in Microsoft Office Suite with knowledge of Quickbooks, a plus;
    • Experience in payroll software including ADP, Insperity, TriNet and Gusto, a plus;
    • Ability to multitask, time management, attention to detail, planning and problem solving skills required;
    • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients and;
    • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.


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