Senior Accountant, Investor Reporting - Phoenix, AZ in Phoenix, AZ at Vaco

Date Posted: 9/14/2021

Job Snapshot

Job Description

Senior Accountant, Investor Reporting - Phoenix, AZ

REMOTE (for the foreseeable future) ***candidate must reside in Phoenix, AZ***

Industry: Financial Services

A large and successful financial services company in Phoenix, AZ is hiring a Senior Accountant to focus on Investor Reporting. This role will prepare and oversee investor dashboards, perform profit share calculations and variance analysis, and be responsible for reading service agreements/contracts and evaluating how they affect the general ledger. Vaco is looking for a candidate with prior experience with investor relations, a bachelor's degree in Accounting, and an active CPA license.


  • Fast, continued growth - there's a lot of opportunity for advancement
  • 401k with employer match
  • Amazing benefits package that starts within 30 days
  • Incredible team and collaborative environment

Ideal Profile:

  • Required Qualifications:
    • CPA
    • Bachelor's degree in Accounting
    • Experience with investor relations
  • Love to have:
    • Public accounting experience
    • MBA or MS degree


  • Prepare and oversee investor dashboards
  • Profit share calculations
  • Reading service agreements and contracts, evaluating how they affect the G/L
  • Variance Analysis
  • Calculating management fees, profit sharing, servicing fees, etc.

***Only local Phoenix, AZ candidates will be considered at this time***