Associate / Senior Associate Job Description

Associate / Senior Associate Job Description

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Associate / senior associate provides leadership and technical guidance for compliance with Sarbanes-Oxley (SOX) legislation as pertains to the tax function.

Associate / Senior Associate Duties & Responsibilities

To write an effective associate / senior associate job description, begin by listing detailed duties, responsibilities and expectations. We have included associate / senior associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Advise on all aspects of large-scale privatization or other public sector projects, including property management, development, construction, finance and legal document review
Significant systems development duties
Aiding Business Management team and COO in day-to-day responsibilities ranging from report creation, data manipulation, presentation of the material to the BM team
Assisting in overseeing standard monthly processes such as Time Driven Activity Based Costing (TDABC) production, maintenance and deadlines
Participating in various ad hoc work and coordinate across different Clearing Operations sub silos as needed
Assisting in aspects of re-forecast and reporting (data collection, data manipulation and presentation with great focus on accuracy)
Identifying ways to assist Clearing Operations Business Manager during busy times
Overall responsibility for the preparation of internal monthly reports for the funds and quarterly reports for the Advisers
Preparation of the monthly financial reporting package and input of the monthly trial balance into our CLO accounting records
Overseeing all cash transactions

Associate / Senior Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate / Senior Associate

List any licenses or certifications required by the position: CPA, CFA, ASCP, PKI, CPP, HT, BCI, DRII, PMI, QAT

Education for Associate / Senior Associate

Typically a job would require a certain level of education.

Employers hiring for the associate / senior associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Taxation, Business, Economics, MBA, Engineering, Business/Administration, Computer Science, Education

Skills for Associate / Senior Associate

Desired skills for associate / senior associate include:

Understanding of COSO 2013
U.S. GAAP and compliance with internal controls and Sarbanes-Oxley/SOX
Hedge fund processing is a strong advantage
Rules
Federal laws
Regulations associated with this consumer regulatory compliance practice
Broad range of corporate tax matters in various industries
Finance
Procedures are kept up to date
Any new procedures implemented

Desired experience for associate / senior associate includes:

Monitoring capital raise progress of the funds
Assisting the asset management team with analysis of budgets and value-add projects
Assisting the Deal Team with ad hoc projects as necessary
Managing the annual audit process and preparation of quarterly SEC filings and associated footnotes to financial statements
Assisting in reviewing valuations
Understanding of joint venture operating agreements, management agreements, and financing arrangements and ability to apply this knowledge in a business setting

Associate / Senior Associate Examples

1

Associate / Senior Associate Job Description

Job Description Example
Our company is hiring for an associate / senior associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate / senior associate
  • Updating and analyzing presentation data
  • Assisting in creation and editing of presentation content
  • Supporting Investor Relations in partner and client education sessions on Hedge Funds and Private Equity
  • Overseeing design and maintenance of both the internal and external web presence of 50 South Capital
  • Gathering investor and fund data from the program administrators for 50 South Capital’s business use
  • Assist in the completion of RFP’s
  • Answering questions and fulfilling requests from investors and internal partners regarding the proprietary program and third party solutions
  • Updating fund and custom account performance reports
  • Work with Chief Administrative Office to provide regulatory and board updates for registered funds
  • Help plan and manage multiple client engagements
Qualifications for associate / senior associate
  • Should have a good attitude to learn and be committed
  • Technical savvy, should be keen to research the system in accordance to resolve the customers queries
  • Should be comfortable with working in US Shifts
  • Must have 3 years Big 4 external audit experience with an engagement portfolio that consists of manufacturing companies
  • Must be willing to travel 75% around the Asia Pacific region
  • MBA/MPA degree required, CFA preferred
2

Associate / Senior Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of associate / senior associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate / senior associate
  • Work on a portfolio of client relationships of varying size and scope and act as the point of contact for internal and external clients
  • Lead teams of tax professionals and assistants working on client projects
  • Lead risk and financial performance of engagements including billings, collections and project budgets
  • Supervise and aid in the development and training of employees
  • Develop and mentor Associates and Interns
  • Combine recommended services with a client’s financial system and business processes
  • Prepare and book monthly closing entries in accounting sub-ledger for accruals, prepayments, intercompany, various reclass adjustments, , as necessary
  • Perform month-end management reporting closing including updation of allocation keys for the assigned entities in the cost allocation tool after liaising with business line PM teams
  • Perform reconciliation between Financial Accounting and Management Accounting to substantiate balances and breaks solving, if any
  • Reconciliation of intercompany receivables / payables and their settlement by legal entity
Qualifications for associate / senior associate
  • 7+ years municipal analysis experience
  • Computer proficiency in Microsoft Excel, Word and PowerPoint
  • Ability to work effectively within a collegial, team environment Highly responsive and strong desire to work in the best interest of the internal partners and clients
  • Enjoys finding solutions to problems
  • Proficient with creating and editing presentations in PowerPoint, and working with Compliance for approval
  • Minimum four years’ experience in a consulting firm or a healthcare research firm
3

Associate / Senior Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of associate / senior associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate / senior associate
  • Conducts critical studies and writes study reports
  • Keeps current with published literature to increase knowledge and stay up-to-date with relevant developments in the scientific field
  • Applies critical reasoning and works independently
  • Manages at least one specialized activity, supply function or single user equipment
  • Contributes to written presentations pertaining to work being conducted for both internal and external presentation and publication
  • Prepares and presents oral presentations of work at project team meetings at both Research and Development level
  • Develops specific protocols and writes WPI's or SOP's according to Company Guidelines
  • Plans experiments and ensures availability of all experimental materials
  • May be responsible for the maintenance of laboratory equipment
  • May be expected to travel and meet with CRO's or CMO's
Qualifications for associate / senior associate
  • Knowledge of Microsoft Server 2008 r2 and later
  • Proficient in Microsoft Visual Basic, Microsoft SQL Server (expertise is stored procedures and user defined functions), and database structures
  • Critical thinking, analytical, and research skills
  • Ability to build relationships, networks, and credibility with numerous constituents
  • Three years external consulting experience in a client-facing Strategy consulting discipline at a Big 4 firm, major strategy firm, or a boutique strategy firm
  • MUST be fluent in Japanese BA/BS degree from an accredited college/university and eligible to sit for the CPA exam in their home office state
4

Associate / Senior Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of associate / senior associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate / senior associate
  • Work with portfolio management team to execute any necessary loan modifications and to present those modifications to the investment committee for approval
  • Attention to details and being Highly organized
  • Ability to work in a fast paced team structure
  • Passion about healthcare
  • Develops and maintains Lionsgate Theatrical digital media campaigns (likely 6-10 per year of various scopes and flights)
  • Work with Associate in writing and sending request for proposal documents to publishers
  • Works with the team’s Managers and Associate Media Director to develop campaign strategies and budget allocations across various publishers and digital platforms
  • Stewards project management of creative execution for each film (often 2-4 films at a time (of differing scope) with 20+ publishers, simultaneously)
  • Lead system design efforts for various client projects specifically related to the reporting and analytics using Oracle Business Intelligence Enterprise Edition (OBIEE)
  • Provide programming and technical knowledge to enable business solutions
Qualifications for associate / senior associate
  • Experience with Financial Reporting / Statement Preparation, GAAP, General Ledger, and Trend / Variance Analysis
  • Strong knowledge and experience of audits in the Consumer and Industrial markets
  • Creative writing experience and ability to provide writing samples
  • Minimum of 3 years of strong accounting experience
  • Ability to learn quickly, make an immediate impact, and provide value-added service to our clients
  • Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers
5

Associate / Senior Associate Job Description

Job Description Example
Our growing company is looking to fill the role of associate / senior associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate / senior associate
  • Development and production of sales and marketing materials in support of Wilshire’s sales and marketing activities
  • Assist in the development of client presentation materials and RFP responses
  • Identify new product development opportunities to evolve and expand Wilshire Funds Management’s services in the financial intermediary market
  • Identify improvement opportunities through Kaizen
  • Have experienced success in your career to date
  • Have delivered successful outcomes for stakeholders
  • Have developed strong subject-matter expertise relevant to the role
  • Are an agile learner who can keep pace with new developments
  • Are comfortable interacting with senior executives and non-executive directors
  • Are comfortable interacting with senior executives, non-executive directors and staff at all levels
Qualifications for associate / senior associate
  • Familiarity with other software common to the construction industry
  • Experience in construction claims, dispute resolution, litigation and construction consulting preferred
  • BA/BS or equivalent with typically 2+ years of relevant experience
  • Solid working knowledge of lab equipment and techniques within area of specialty
  • Solid working knowledge of applicable scientific discipline
  • Ability to contribute to the preparation of laboratory reports

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