Investment and accounting Associate
Aditi Inc. is seeking a highly motivated, analytical, and detail-oriented professional to join our team as an Investment & Accounting Associate. This is an exciting opportunity to become part of a growing organization that supports business operations, investment activities, financial management, and strategic initiatives across multiple sectors and community-driven programs. As an Investment & Accounting Associate at Aditi Inc., you will play a key role in supporting investment analysis, accounting operations, financial reporting, budgeting, and portfolio-related activities. The ideal candidate will assist leadership with financial decision-making, reporting accuracy, operational finance management, and investment-related research and analysis. This role combines accounting, finance, reporting, and investment support responsibilities, requiring an individual who is highly organized, analytical, trustworthy, and capable of handling confidential financial and operational information with professionalism and discretion. We are looking for an individual who thrives in a collaborative office environment, is a self-starter, and possesses excellent analytical, organizational, and communication skills. Key Responsibilities Investment Analysis & Reporting Assist with investment tracking, portfolio reporting, and financial performance analysis Prepare investment summaries, analytical reports, and financial presentations for leadership review Conduct market research, industry analysis, and investment-related data evaluation Monitor investment performance metrics and support strategic investment planning Accounting Operations Manage day-to-day accounting activities including accounts payable, accounts receivable, reconciliations, and expense tracking Maintain accurate financial records and ensure proper documentation of transactions Process invoices, reimbursements, vendor payments, and financial data entries Financial Reporting & Analysis Prepare monthly financial reports, operational summaries, and management reports Assist with budgeting, forecasting, cash flow monitoring, and variance analysis Support preparation of financial statements and internal reporting documentation Analyze financial and operational data to support decision-making processes Tax Support Assist with tax preparation support, audit documentation, and regulatory reporting requirements Maintain organized financial, investment, and operational records Financial Systems & Process Management Utilize accounting software, spreadsheets, and reporting tools to manage and analyze financial data Support process improvements related to accounting, reporting, and operational finance systems Identify discrepancies, inefficiencies, or financial reporting issues and recommend improvements Collaboration & Operational Support Work closely with leadership, accountants, financial advisors, and external professionals to support business and investment operations Coordinate with vendors, contractors, and operational teams as needed Provide administrative and financial support across various company functions and strategic initiatives Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field Prior experience in accounting, bookkeeping, investment analysis, finance operations, or financial reporting preferred Strong analytical, quantitative, and problem-solving skills with excellent attention to detail Proficiency in Microsoft Excel, Google Workspace, QuickBooks, Zoho Books, or similar accounting/reporting platforms Familiarity with financial analysis, budgeting, and investment reporting concepts Excellent organizational and communication skills Ability to manage multiple priorities and deadlines effectively Ability to work independently and collaboratively in a professional environment High level of integrity and confidentiality when handling financial information *VALID WORKING VISA/CITIZENSHIP REQUIRED* Pay: $55,000.00 - $60,000.00 per year Work Location: In person
Наблюдалась 2026-09-14, впервые 2026-09-09, источник — Indeed.