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FINRA Licensed Mutual Fund Accountant

8/22/2025

Remote

Job Summary

A company is looking for a Mutual Fund Accountant.

Key Responsibilities:
  • Perform lead role in establishing and implementing accounting policies and procedures
  • Prepare and analyze complex financial and regulatory statements
  • Ensure accuracy and completeness of reports provided to internal and external clients
Required Qualifications:
  • Undergraduate studies in accounting, finance, or business administration; accounting major preferred
  • FINRA Series 6 & 63 licenses required; progress towards CPA preferred
  • Four to six years of related accounting experience; insurance experience preferred
  • Knowledge of GAAP and/or STAT regulatory requirements
  • Experience with complex financial statement preparation and accounting systems

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