Engagement Manager

Standish Management

$120K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required, preferably in Finance, Accounting, or Economics
  • 2+ years of public accounting experience or equivalent
  • 2+ years of experience in VC/PE fund or fund administration, or 1 year as manager at a public accounting firm
  • Knowledge of Partnership Accounting and previous Private Equity/VC experience preferred
  • CPA certification preferred
  • Proficient in Microsoft Office, especially Excel, Word, and Outlook
  • Familiarity with QuickBooks is a plus

Responsibilities

  • Maintain frequent contact with clients to stay updated on fund activities
  • Manage client expectations and ensure satisfaction
  • Oversee engagement execution with a focus on efficiency and staff utilization
  • Supervise audit and tax preparation processes
  • Review communications sent to clients and investors continuously
  • Assist in sourcing new clients and issuing proposals for business development
  • Mentor and train junior staff to enhance their skills

Benefits

  • Comprehensive medical, dental, and vision insurance, plus life insurance options
  • Disability, maternity, and paternity leave plans
  • 401K retirement plan
  • Flexible vacation policy
  • Sick time accrual plan
  • Standard holidays with year-end office closure
  • A flexible work environment promoting work-life balance
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: $120,000 - $140,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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