Accounting and Finance Analyst

Jason Murtha

February 4, 2020 | Views:

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WestEnd Advisors is a privately-owned investment management firm based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to navigate a wide range of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap core equity portfolio. WestEnd has approximately $6 billion in assets under management and advisement.

Overview:
The Accounting and Finance Analyst will support the Business Management team by performing accounting functions, financial reporting, sales analytics, and financial planning and analysis. This position will report directly to the Chief Financial Officer.

Responsibilities:
• Leverage sales analytics to deliver insights and analysis to sales management
• Collaborate with the CFO to perform various financial planning and budgeting functions
• Prepare monthly and quarterly financial reporting packages utilizing QuickBooks and Microsoft Excel for recordkeeping and management reporting
• Lead the accounts payable and vendor management process
• Perform general accounting functions including the preparation of journal entries
• Manage credit card and travel expenses
• Assist with special projects as needed

Qualifications:
• Problem-solving and analytical skills with the ability to prioritize competing demands
• Highly organized and will work well in a small-team environment
• Finance or accounting experience, a CPA license is a plus
• Organizational skills and the ability to multitask time sensitive projects with hard deadlines
• Proficiency and experience with Microsoft Office
• Excellent verbal and written communication skills
• Desire and ability to work in a small-team, small-company environment
• Positive attitude and sincere eagerness to continuously learn and grow
• Bachelor’s Degree from an accredited university