Engagement Manager

Standish Management

$95K — $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 of experience in VC/PE funds or fund administration
  • Preferred knowledge in Private Equity/VC and Partnership Accounting
  • CPA certification is preferred
  • Proficient in Microsoft Office, especially Excel, Word, and Outlook
  • Familiar with QuickBooks preferred

Responsibilities

  • Maintain regular communication with clients to stay updated on fund activities
  • Manage client expectations effectively
  • Oversee engagements with a focus on client needs and engagement efficiency
  • Supervise audit and tax preparation processes
  • Review ongoing communications with clients and investors
  • Assist in sourcing new clients and developing business proposals
  • Mentor and train junior staff

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Life insurance and Health Savings Account options
  • Comprehensive disability, maternity, and paternity plans
  • 401K eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays plus year-end office closure
  • Flexible work environment with options for remote or in-office work
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 eligibility after 3 months
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • 8-10 standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees. Employees can choose to be classified as "flex remote" or "flex office"


*Compensation range: $95,000 - $120,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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