Top 25 Comfort advisor / project manager Jobs in Columbus

Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Columbus, OH
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Global PPMD Excellence Manager
Deloitte —Columbus, OH
- Microsoft Outlook
- Office
- Bachelor's degree
Healthcare Marketing Strategy Senior Manager
Deloitte —Columbus, OH
- $198,700 - $391,600 a year
- Full-time
- Travel
- Mentoring
- US work authorization
Clinical Client Success Manager
MPOWERHealth —Columbus, OH
- Microsoft Word
- Microsoft Excel
- Office
Quick Apply
Life Sciences Market Access Senior Manager
Deloitte —Columbus, OH
- $198,700 - $391,600 a year
- Full-time
- 6 years
- Management
- Travel
Account Manager
Postali —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health insurance
Quick Apply
10d
Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Travel
- Mentoring
- In-person
- Health savings account
- Paid holidays
Quick Apply
2d
Account Manager
Postali LLC —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health insurance
Quick Apply
7d
Cyber Data Protection/PKI Manager
Deloitte —Columbus, OH
- $134,500 - $265,100 a year
- Full-time
- 7 years
- Azure
- Computer Science
Microsoft Fabric Data Architect
iVision Scale LLC —Columbus, OH
- Remote
- Management
- SQL
- Travel
Quick Apply
Senior Business Development Manager - M&A, PE and Healthcare
McDermott Will & Emery —London, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
Commercial Energy Broker
Navigate Power & Verde Solutions —Columbus, OH
- $50,000 - $250,000 a year
- Contract
- Hybrid work
- Senior level
- Commercial
Quick Apply
1d
Sr. Applied AI Engineer (Claude/Codex)
Accenture —Columbus, OH
- $87,400 - $293,800 a year
- Full-time
- Hybrid work
- 3 years
- Java
- Analysis skills
- Paid holidays
- Disability insurance
8d
Lead Field Service Engineer – Automated Logic
Carrier —Westerville, OH
- $64,500 - $129,500 a year
- Full-time
- Customer service
- High school diploma or GED
- Ability to lift 50 pounds
- Wellness program
- Paid jury duty
Senior Business Development Manager - Restructuring, Finance and Tax
McDermott Will & Emery —London, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
Tax Manager - Private Wealth
Deloitte —Columbus, OH
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Counsel, Auto PD Claims Strategy & Partnerships
Nationwide —Columbus, OH
- 8 hour shift
- Remote
- Background check
- 6 years
- Travel
- Paid holidays
- Disability insurance
Corporate Counsel
Quantum Health —Dublin, OH
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Wellness program
- Dental insurance
Quick Apply
Sheet Metal Fabrication Shop Foreman
Accurate Mechanical Inc —Columbus, OH
- Full-time
- Construction site
- Supervising experience
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
Commercial HVAC Mechanical Piping Foreman
Accurate Mechanical Inc —Columbus, OH
- Full-time
- Construction site
- Mentoring
- Trade school
- Paid holidays
- Health insurance
Quick Apply

I want to receive the latest job alert for comfort advisor / project manager in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

comfort advisor / project manager jobs near columbus

Assistant Manager, Financial Administration - Retail Alternatives

Ultimus Fund Solutions -
Columbus, OH

Quick Apply

Job Details

Full-time

Qualifications

Employee relationship building

Full Job Description

SUMMARY
The Assistant Manager, Financial Administration – Retail Alternatives is responsible for complex financial, compliance, performance, and treasury reporting requiring an elevated level of specialized expertise in retail alternative products (including interval funds, tender offer funds, BDCs, REITs, and ’34 Act private funds). This role also supports the preparation, coordination, and filing of SEC reports (10-Ks and 10-Qs) for Business Development Companies (BDCs) registered under the Investment Company Act of 1940.

KEY ACCOUNTABILITIES
FINANCIAL STATEMENTS AND REPORTING

Prepares complex fund financial statements, including Forms 10-K, 10-Q, N-23C-2, N-CEN, N-CSR, N-PX, and 24f-2 on a quarterly, semi-annual, and annual basis for distribution to advisors and the SEC.
Prepares, validates, and supports client account reporting, including financial statements, audit deliverables, accruals, and tax packages at the fund, portfolio company, and investor levels, in accordance with service level agreements.
Supports planning and review of financial, board, regulatory, and status reporting to ensure accuracy and compliance with SEC and IRS requirements.
Maintains and prepares periodic (daily, weekly, monthly) fund reports.
Compiles and reviews quarterly reporting materials for Board Members.
Reviews, approves, and distributes internal reports and fund performance information as needed.
Provides training to the Financial Administration team on workflow processes.

FINANCIAL ADMINISTRATION

Prepares expense analyses (e.g., management and 12b-1 fees).
Monitors fund performance using Confluence and responds to related inquiries.
Assists with fund budgeting and financial planning.
Calculates monthly management fees and obtains appropriate approvals.

ANNUAL AUDITS

Coordinates and oversees annual audits with outside auditors, clients, and printers.

COMPLIANCE

Ensures financial results and disclosures in SEC filings are accurate and compliant with applicable accounting standards.
Prepares financial statement production schedules to support timely reporting and audit cycles.
Monitors SEC filing deadlines to ensure compliance.

PERSONNEL MANAGEMENT

Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
Establishes team and individual goals for department.
Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

WORKING RELATIONSHIPS

Assists in the management of relationships with client companies, ensuring timely resolution of requests and high quality of customer service.
Acts as an escalation point for escalated issues and complex problems; resolves where appropriate to provide effective support.
Regular contact with clients, auditors and third-party vendors regarding fund performance-related questions, reporting, audits, etc.
Regular contact with the management to complete and get clarification on special projects.
Daily contact with the Financial Administration team regarding fund financial statements, reports, compliance, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in accounting, finance, economics, business, or related field.
4 years of experience in fund accounting or fund administration.
Management or leadership experience.
Experience working within the financial services industry.
Experience with the preparation of financial statements related to mutual funds.
Equivalent education and experience will be considered.

KNOWLEDGE

Retail alternative investment products (interval funds, tender offer funds, BDCs, REITs, 34 Act private funds).
Disclosure controls and procedures to provide executive management with an elevated level of comfort in the accuracy of financial statements.
Financial reporting and performance systems.
Stocks, bonds, options, and foreign securities, and derivatives.
Disclosure controls and procedures to provide executive management with an elevated level of comfort in the accuracy of financial statements.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Quick Apply

Refine Your Search

comfort advisor / project manager jobs in columbus

Assistant Manager, Financial Administration - Retail Alternatives

Global PPMD Excellence Manager

Healthcare Marketing Strategy Senior Manager

Clinical Client Success Manager

Life Sciences Market Access Senior Manager

Account Manager

Asset Manager (Multifamily Real Estate)

Account Manager

Cyber Data Protection/PKI Manager

Microsoft Fabric Data Architect

Senior Business Development Manager - M&A, PE and Healthcare

Commercial Energy Broker

Sr. Applied AI Engineer (Claude/Codex)

Lead Field Service Engineer – Automated Logic

Senior Business Development Manager - Restructuring, Finance and Tax

Tax Manager - Private Wealth

Counsel, Auto PD Claims Strategy & Partnerships

Corporate Counsel

Sheet Metal Fabrication Shop Foreman

Commercial HVAC Mechanical Piping Foreman

I want to receive the latest job alert for comfort advisor / project manager in columbus

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected