Engagement Manager (SBIC)

Standish Management

$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, or Economics preferred
  • 2+ years of public accounting experience
  • 2+ years experience in VC/PE fund or fund administration
  • 1+ year as manager in public accounting (alternative experience)
  • Knowledge of Partnership Accounting is preferred
  • CPA designation preferred
  • Strong proficiency in Microsoft Excel, Word, and Outlook
  • Familiarity with QuickBooks is a plus

Responsibilities

  • Maintain regular client contact for updated fund activities
  • Manage and align client expectations effectively
  • Oversee engagement with focus on client needs and efficiency
  • Supervise audit and tax preparation processes
  • Review all client communications systematically
  • Assist in sourcing new clients and issuing proposals
  • Mentor and develop junior staff members

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Life insurance and flexible spending options
  • Robust maternity and paternity leave plans
  • 401K retirement plan
  • Flexible vacation policy
  • Sick time accrual
  • Year-end office closure for holidays
  • Flexible work environment for all employees
Full Job Description
Job Description:

The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.

Essential Functions:
  • Maintain frequent client contact to keep abreast of ongoing fund activities
  • Manage client expectations
  • Manage engagement keeping in mind client needs, staff utilization and overall engagement efficiency
  • Supervise the audit and tax preparation process
  • Review all communications to the client and its investors on an ongoing basis
  • Assist with sourcing new clients, issuing proposals and overall business development
  • Mentor and train junior staff members

Minimum Requirements:
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • 2+ years of public accounting experience or equivalent
  • 2+ years of VC/PE fund experience or fund administrator - OR - minimum 1 year as
    manager at a public accounting firm
  • Previous Private Equity/VC experience and knowledge of Partnership Accounting,
    preferred
  • CPA preferred
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks preferred

Benefits Include:
  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees.

*Compensation range: $100,000+ annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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