Corporate Accountant
LeverPoint Management

Posted February 23, 2018

Employment Type Full-time, Exempt

Compensation Depends upon Skills and Experience

Company LeverPoint Management

Location 5 Maxwell Drive
Clifton Park, NY 12065



The Corporate Accountant role is responsible for leading and supporting key functional areas within LeverPoint’s finance department.  This role will drive the day-to-day maintenance of the general ledger and financial reporting for a fast growing 150-person organization projected to double in size over the next 4 years through internal growth and acquisitions.  The Corporate Accountant will assume a leadership role in financial planning and forecasting through active engagement with department managers throughout the company.  The Corporate Accountant will need to have not only outstanding analytical and accounting skills, but also be a problem solver who is able to see the big picture and present information in a clear, concise manner.


  • • Perform month end closing process and financial statement preparation, including account reconciliations, workbook and support schedule preparation, analysis of variances, and detailed review to ensure accuracy.
  • • Support preparation of monthly board of director financial reporting package and quarterly bank reporting package.
  • • Responsible for all aspects of General Ledger accounting for revenue, including quarterly client invoicing and accounts receivable. Requirements include development and maintenance of client contract fee calculation workbooks, calculation of hourly billings for selected clients, deferred revenue and accruals general ledger recording, client billable expenses, and timely accounts receivable collections.
  • • Support external, annual financial audit and tax preparation process for multi-office organization.
  • • Responsible for maintaining and reporting client contractual, annualized revenue run-rates across all business segments including fund administration, management company, and tax.
  • • Responsible for development of annual, bottoms-up SG&A Plan through close collaboration with department Managers, including Forecast vs Plan maintenance and monthly reporting.
  • • Responsible for monthly department Actual vs Plan and Actual vs Forecast reporting, including variance assessment and forecast maintenance, through close collaboration with department Managers. Identify areas for cost reduction opportunities.
  • • Responsible for maintaining rolling 12-month cash forecast.
  • • Responsible for oversight of expiring vendor contracts and proactive approach to renew or renegotiate terms.
  • • Coordinates and completes special projects as directed by management.
  • • Ensure compliance with company financial policies and procedures.
  • • Collaborate with coworkers and Management to ensure timely completion of deliverables.
  • • Coordinate and complete special projects and analysis as determined by management.
  • • Identifies opportunities for improvement and makes constructive suggestions for change.
  • • Maintains professional and technical knowledge.
  • • Successfully executes other duties as assigned.

  • • Associate’s or Bachelor’s degree or equivalent in Accounting or Finance preferred
  • • Demonstrated understanding of GAAP accounting methodologies required
  • • Demonstrated proficiency in QuickBooks preferred
  • • 2-4+ years of relevant experience in Accounting or Finance role required
  • • CPA license or active pursuit of CPA license highly considered
  • • Advanced skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros highly considered
  • • Must be a self-starter and possess the ability to work in a team environment
  • • Ability to prioritize multiple/concurrent tasks, to solve problems, and to meet deadlines in a fast-paced and dynamic environment with minimal supervision is required
  • • Strong organizational skills with excellent attention to detail required
  • • Effective and professional verbal, written, and interpersonal skills are required
  • • Demonstrated ability to analyze financial data and present clear, concise, and comprehensive reports is required

  • Group benefits package (Medical, Dental, Long- and Short-term Disability, Vision, Life Insurance, and 401k)
  • 401(k) with Company Match
  • Recruiting Referral Bonus Program