AWM Managed Services (Sr Associate/Manager levels)

Job Description Join our growing AWM Managed Services (AWMS) practice, providing outsourced fund finance and accounting solutions to clients in the asset and wealth management industry. We are hiring at the Senior Associate and Manager levels to lead the delivery of recurring accounting and reporting services across multiple client engagements. This role offers the opportunity to leverage your accounting expertise and contribute to financial statement preparation, NAV oversight (the review and monitoring of a fundu2019s net asset value), and regulatory reporting. We're looking for a strong background supporting clients in a managed service, shared services, or outsourced accounting/Finance environment that have a great understanding of the end-to-end accounting processes; the month end close of the book functionality, AP Cycles, AR and just a couple of processes to name a few. The regulatory reporting engagements are primarily private funds. Key Responsibilities u2022u2003Oversee the delivery of accounting and reporting services across multiple client engagements, ensuring accuracy, timeliness, and compliance with GAAP and contractual SLAs. u2022u2003Review and approve recurring journal entries, reconciliations, and financial statements prepared by delivery teams. u2022u2003Manage and monitor client deliverables, ensuring service quality and adherence to performance metrics. u2022u2003Lead onboarding and transition of new client processes into the managed services environment, ensuring smooth knowledge transfer and process setup. u2022u2003Develop, implement, and maintain standard operating procedures (SOPs) for consistent and efficient service delivery across clients. u2022u2003Supervise, coach, and develop delivery team members; provide feedback and identify training needs to support continuous improvement. u2022u2003Coordinate with internal teams (operations, technology, and quality assurance) to resolve client issues and ensure process continuity. u2022u2003Prepare or review client reporting packages, management reports, and variance analyses; ensure that all outputs meet client and internal expectations. u2022u2003Drive process improvement initiatives focused on automation, cycle time reduction, and error minimization. u2022u2003Support client communications, participate in status meetings, and proactively manage expectations and escalations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements SENIOR ASSOCIATE LEVEL u2022 Bachelors degree in Accounting or Finance u2022 3+ years of client focused accounting experience in a managed service, shared service, or advisory/outsourced accounting environment u2022 Strong understanding of the end-to-end accounting process, AP/AR cycles, and managing month end close processes for a client u2022 CPA preferred, not required. u2022 Experience in the asset and wealth management industry. u2022 Experience with regulatory reporting MANAGER LEVEL u2022 Bachelors degree in accounting or finance u2022 7+ years of experience u2022 Strong client focused accounting experience in a managed service, shared service, or advisory/outsourced accounting environment u2022 Proven ability to manage multiple clients, priorities, and deadlines simultaneously. u2022 NAV oversight u2022 Regulatory reporting experience for private funds u2022 Strong analytical and problem-solving skills with high attention to detail and commitment to data integrity. u2022 Demonstrated leadership skills with experience supervising or coaching team members. The manager will oversee daily operations, guide delivery staff (onshore and offshore), and ensure client satisfaction while maintaining compliance with accounting standards and firm policies. The role requires a balance of operational oversight, leadership, and client-service focus. Big 4 (PwC, Deloitte, EY, KPMG) CPA or CPA In progress

Created: 2025-11-12