Finance / Accounting

Updated on June 20,  2017


INVESTMENT ASSOCIATE - BACK OFFICE OPERATIONS -  ($60,000 - $90,000) - BIRMINGHAM, MI

Investment Management Firm located in downtown Birmingham has an immediate opening for an enthusiastic, highly motivated, and committed individual for an operations position in a challenging, fast-paced environment. Primary responsibilities include preparation of client presentation materials and the reconciliation of security transactions.

The ideal candidate will possess:

  • A high accuracy with numbers and details.
  • Ability to handle multiple tasks and prioritize assignments, and a strong work ethic.
  •  Extensive knowledge of portfolio software and advanced Microsoft Excel skills.
  • Bachelor’s degree 
  • Minimum of three years’ experience in the securities, finance, or banking industry required.

Client offers a competitive salary based on history, ability, and potential, as well as an excellent benefits package.

Send resume in a Word format attachment to: ben@harperjobs.com


CONTROLLER / DIRECTOR OF FINANCE (CPA) - FAMILY OFFICE / FOUNDATION

Our client, a family office and foundation, has an outstanding, newly created opportunity available for an experienced CPA. This position will provide support in many aspects, including philanthropic, investments, and wealth management. The Controller will not be overseeing staff, however, will work in collaboration with internal and external partners.

Qualifications include:

  • Licensed CPA with a minimum of 5 years in the field
  • Master’s Degree is ideal but not mandatory
  • Extensive tax return experience compulsory
  • Requires private and public accounting background
  • Strong financial analytical skills essential
  • Estate/trust tax knowledge beneficial
All inquiries held in strict confidence. Excellent six figure salary and benefit package offered by this suburban Detroit employer.

Send resume in a Word format attachment to ben@harperjobs.com


GROUP MANAGING DIRECTOR - FINANCIAL SERVICES - METRO DETROIT

Confidential search for multi-faceted company in the financial services/banking industry (not mortgage sector) which offers all levels of business and personal loans to corporate clients.

Responsibilities:

· Will oversee and direct sales team along with operations of corporate division

· Responsible for regulatory compliance

· Identify, hire, train and develop team members

· Attend industry trade shows and conventions

Requirements:

· Strategic vision to increase company revenues

· Leadership experience in directing a sales and operations team

· Business to business sales and marketing experience in the financial services, insurance or banking industry is essential for success in this role.

· Bachelor’s Degree and MBA preferred.

       * Attractive six figure base salary and incentive program.

       * Detroit area based position (prefer ties to Michigan)

       * Involves less than 20% travel.

Send resume in a Word format attachment to ben@harperjobs.com


CONTROLLER / CPA - METRO DETROIT, MI

Our client (non-automotive) is searching for a CPA with public accounting experience with service industries. Will oversee accounting department, budget preparation for multiple companies, general ledger and financial statement review and audits. Master’s Degree a plus. Excellent salary, benefits and bonus incentive package.

Send resume in a Word format attachment to ben@harperjobs.com


FINANCIAL RESEARCH ANALYST - PRIVATE INVESTMENT FIRM - CFA - MASTERS PREFERRED ($100,000-$150,000)

Harper Associates has been retained by a prominent Detroit area Investment Firm which has built an outstanding reputation managing the portfolios of family offices, trusts, estates, corporations, pension plans, individual high net worth individual investors, profit-sharing plans, foundations, and municipal employee retirement systems.

Our client is confidentially seeking a financial research analyst to provide support to senior analysts and the portfolio management team. The analyst position entails creating independent comprehensive research on public and private equities, fixed-income securities, and non-traditional investments. The selected candidate will be required to use analytical methods to evaluate investment ideas including the creation and maintenance of financial models, comprehensive valuation analysis, and examination of overall market trends.

The successful candidate must be highly motivated, pro-active and a team player. The work environment is intensive and pushes individuals to look past the obvious conclusion and seek out better investment ideas through greater knowledge. Micro and macro research is involved. The position isn’t solely research, it also may include portfolio management depending on qualifications and capabilities of the candidate.

Prefer Chartered Financial Analyst (CFA), Master’s Degree.

Excellent benefit package.

Candidates must have ties to Michigan

Send resume in a Word format attachment to ben@harperjobs.com

 










Harper Associates

31000 Northwestern Hwy,

Suite 240,

Farmington Hills, MI 48334

Phone. 248-932-1170

Fax. 888-737-8525

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