Apple & Associates, Inc.
100,000 - $125,000
Investment Management Firm—Boston—Salary Commensurate with Experience
Role has direct access to CFO/CEO.
This position will be groomed for potential future CFO role.
Establish your career with an industry leader!
Note from the Hiring Manager
BIG 4/Top 10 CPA experience or combination of CPA and corporate experience.
Must have some real estate, affordable housing, or multi-family experience.
5+ years’ experience for AVP, 7+ years’ experience for VP
Minimum Education & Experience
Bachelor’s Degree in Accounting or Finance and CPA and/or MBA required.
Strong financial statement expertise, including balance sheet and cash flow analysis and interpretation.
Advanced financial and analytical skills with the ability to understand complex real estate/financial transactions and investment partnership structures.
Strong presentation skills, including advanced modeling and proficiency in Excel and PowerPoint.
Ability to balance multiple projects and communicate effectively with senior management.
Highest standards of accuracy, precision, and detail.
Excellent verbal, written, presentation, and organizational skills.
Strong negotiation and problem-solving skills.
Ability to think creatively, highly-driven, and self-motivated.
Ability to work independently and as part of a high-performance team with flexibility and ability to work under pressure.
Duties & Responsibilities
Analyze P&L, balance sheet, and cash flow budgets, forecasts, and actual analysis.
Consolidation/analysis of company-wide financial/operating metrics at the business/fund/portfolio level.
Business planning/analysis support for new product offering assessment, new business development, etc.
Develop and maintain financial models and analyses to support strategic initiatives.
Research/recommend GAAP financial reporting requirements on new investment/business opportunities.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
Analyze and monitor current and past trends in key performance indicators, including all areas of revenue, expense, and investment returns, highlighting trends and analyzing causes of +/-variance.
Prepare/respond to parent company requests for analysis and/or business or portfolio-level information.
Prepare presentation materials for investment committee, senior management, and board of directors.
Support senior management team and department leads with in-depth analysis.
At Apple & Associates, we understand that relationships are what make us stand apart. Whether you are a client or a candidate, you are an extension of the Apple & Associates’ family. Many of our recruiters have been with the company since its earliest days. They take great pride in the relationships they build; always emphasizing high standards, ethics and quality service. Our President, Debi Apple started her recruiting career in Aiken, South Carolina. She quickly became a top producer and leading authority in recruiting for the medical device, pharmaceutical and consumer product industries. Her passion and drive led her to open Apple & Associates in 1993. Under her leadership, Apple & Associates has grown to be one of the leading recruiting firms in these industries. Our company is proud to represent two of the largest medical device and pharmaceutical companies in the U.S., Covidien (formerly known as Tyco Healthcare) and our first and longtime client, Becton Dickinson. Now headquartered in Chapin, South Carolina, Apple & Associates has offices from coast to coast, offering regional recruiting expertise throughout the U.S. and Latin America. Our searches and permanent placements represent all levels, from CEO to staff level positions.