Engagement Manager

Standish Management

$125K — $145K *
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 or equivalent experience.
  • 2+ years in VC/PE fund experience or as fund administrator; or 1+ year as a manager in public accounting.
  • Private Equity/VC experience and Partnership Accounting knowledge preferred.
  • CPA certification preferred.
  • Proficiency in Microsoft Office, especially Excel.
  • Familiarity with QuickBooks is a plus.

Responsibilities

  • Maintain frequent contact with clients to stay updated on fund activities.
  • Manage client expectations effectively.
  • Oversee engagement efficiency while meeting client needs and staff utilization.
  • Supervise the audit and tax preparation process.
  • Review all client communications continuously.
  • Assist in sourcing new clients and issuing proposals for business development.
  • Mentor and train junior staff members.

Benefits

  • Comprehensive medical, dental, and vision coverage along with life insurance.
  • Disability, maternity, and paternity plans.
  • 401K retirement plan.
  • Flexible vacation policy.
  • Sick time accrual plan.
  • Standard holidays with year-end office closure.
  • 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 Ranges Annually (varies by city):
  • Denver: $95,000 - $120,000
  • San Francisco: $125,000 - $145,000
  • Seattle: $105,000+
  • Walnut Creek: $125,000 - $145,000

*Actual compensation will be dependent upon the individual's skills, experience and qualifications.

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