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Portfolio Accountant

Company: Bitterroot Capital Advisors
Location: Bozeman
Posted on: October 9, 2019

Job Description:

Personal Characteristics and Skills -- Intermediate accounting skillsDouble entry accounting, bookkeepingFinancial statement analysis and preparation-- Highest standards of business ethics -- Detail and results oriented-- Good communications and professional writing skills-- Client-facing personality and mindset-- Ability to solve problems-- Able to work independently and within a team-oriented environment-- Software skills:In-depth knowledge of Microsoft Excel Other Microsoft Office products (Word, Power Point especially)Bloomberg terminal - desirableAdobe AcrobatAdvent Axys - desirable Other financial modeling or analytical software
Job Functions-- Gather global financial transactions and securities pricesEntering and reconciling information into Firm's financial management software-- Compile data accurately into spreadsheets and 3rd party software for analysis-- Correspond with managers, administrators to retrieve data, forms, client accountants, legal advisors, etc.-- Respond to client requests timely and professionally over the phone or via email-- Prepare reports of client's activities and status for management . Aid other professionals on projects, overflow, and scheduling
Qualifications-- BS/BA required-- Accounting/Finance degree strongly preferred-- 3+ years of professional working experience preferred
Compensation-- Salary DOE-- Excellent Benefits available
Interested applicants may contact Bill Powers at for additional information.

Keywords: Bitterroot Capital Advisors, Bozeman , Portfolio Accountant, Accounting, Auditing , Bozeman, Montana

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