Senior Finance Associate

Our Culture

• Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: “Do the right thing,” “Do more than expected,” and “Respect the individual”
• Mastery, autonomy, and purpose are key drivers for our people and behaviors.
• Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor and is committed to technology and innovation.
• Diversity of thought, unique perspectives and inclusivity are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration.

Position

We are seeking a Senior Finance Associate who will be a member of the Finance team in our Business Management division. The successful candidate will have experience in financial accounting. Having a CPA (active or inactive) is a plus. The role will involve managing day-to-day accounting including payroll management, AR, AP, complex compensation, 401 (k) plans, treasury/cash management, and other finance related projects.

The core responsibility of this position is to work hand in hand with the Finance Manager and other members of the Finance team, with the goal of increasing automation and managing the accounting environment for an increasingly complex asset management firm.

Responsibilities

• In charge of tasks relevant to the employees (both U.S. based and international) bi-weekly payroll administration process, inclusive of calculating new hire and terminating employee pay amounts with the related employee benefit deductions involved in the payroll processing
• Coordination of family leave benefits from various states and taxable fringe benefits
• Manage annual W-2 process for US-based employees
• Coordinate annual P-11D process for UK-based employees
• Register for payroll tax IDs in new states and update payroll system (UKG) accordingly
• Develop recommendations to improve the processes and procedures of the payroll function to maintain the Finance Department internal controls
• Responsible for managing aspects of various employee benefit related vendors
• Serve as an additional resource for bi-weekly A/P activities from receipt of invoices to processing of payment. Includes oversight and processing of employee expense reimbursements through Concur (third party travel & expense application)
• Serve as an additional resource for day-to-day accounting of our firmwide revenues and expenses including client management fees, fund expenses, and corporate expenses including Billing, A/R, A/P, GL, payroll, Revenue Recognition, GAAP accounting and reporting requirements within a multi-entity structure
• Support month-end, quarter-end, and year-end close processes and reporting
• Participate in the annual year-end audit of the Company
• Ensure accuracy and quality control over financial transactions and financial reporting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Economics

• Minimum of 5 years’ experience as payroll and benefits administrator/manager and general accounting experience
• Purpose-Driven: Starts with Why – in service of our communities, our clients, and each other
• Accountable: Operates with autonomy and drives towards results
• Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
• Grit: Persists in the face of adversity
• Lifelong Learner: Employs a growth mindset and strives to become more

Additional Information

• This is a full-time position and ideally the last company you'll work for. We've worked hard to create a culture and environment that no one wants to leave.
• Full-time employee
• Location – Boca Raton, FL
• Less than 5% travel expected
• Polen Capital is ROWE (Results-Only Work Environment), offers employer-paid health benefits, paid parental leave, and annual individual training budgets.

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talentacquisition@polencapital.com