+1 518 373 5500 info@leverpoint.com

Careers & Culture

A culture of collaboration, teamwork and creativity.

Company Culture

We are a dedicated group of vibrant and diverse professionals who are passionate about our work and are driven to cultivate a culture of trust with our clients, and our colleagues.

LeverPoint takes pride in delivering a modernized partnership approach, backed by years of industry expertise. We value collaboration, teamwork and creativity; it is by utilizing this combination that we achieve the best possible outcome for our clients.

We support the entrepreneurial spirit, encouraging each employee to take personal ownership and accountability for their work. Our management team encourages all team members to contribute ideas to enhance each process and solution. Programs, such as education reimbursement and community involvement, add to our culture of inclusion. All of this allows us to deliver consistent service, have low turnover, and retain an experienced professional staff.

We reward our loyal employees with a great benefits package, company events and outings to say “thank you for your work.” We also take the time to appreciate all we have by giving back to the community through our Corporate Citizenship program. We partner with organizations such as Habitat for Humanity and Captain Youth and Family Services of Saratoga County. We also adopt families for the holidays, in order to engage ourselves in the community to support and give back.

If you are interested in becoming part of the LeverPoint team, explore our current openings below.

Upcoming Events

LeverPoint’s 10th Anniversary
August 17, 2017
Clifton Park, New York

 

Fall Health & Wellness Fair
October 2017
Clifton Park, New York (office)

Read what our employees have to say

Career Opportunities

Clifton Park, New York

Description

We are currently looking for qualified candidates to fill internship opportunities with our teams. LeverPoint’s Internship Program offers interns the opportunity to participate in various Accountant and Senior Accountant responsibilities, which includes shadowing team members, sitting in on team meetings, and other related experiences that will help candidates gain a full understanding of the organization and private equity. In addition, interns will help with daily cash, journal entries, and various team projects.

Responsibilities

  • Shadows team members
  • Sits in on team meetings, and participates in other experiences to gain a full understanding of the organization and private equity
  • Helps with daily cash, journal entries, and various team projects
  • Performs other duties as assigned

Qualifications

  • Actively persuing a BS or MS student with a degree in Accounting, Finance, or a related field
  • Proficient in Microsoft Office
  • Excellent time management and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication

Benefits

  • LeverPoint Internship opportunities are paid
  • Flexible Schedule, depending on Availability
  • Participation in community service hours available
  • Excellent advancement opportunities with FT positions available
  • Eligible for participation in the LPM recruiting referral bonus program
  • Formal On-the-Job Training Program and participation in our development training program

Clifton Park, New York

Description

The Investor Services Staff is responsible for the data entry of investor information during the initial client onboarding process or when updates are received through various channels. Candidates must be client-oriented and technologically savvy. In this position the individual should demonstrate initiative and strong attention to detail, and must have excellent time management skills in order to handle multiple projects simultaneously. In addition to the daily responsibilities associated with this position, the Investor Services Staff is responsible for assisting other team members as required.

Responsibilities

  • Client onboarding including data entry and document review
  • Investor record keeping including the database maintenance, running client reports and processing updates
  • Creating, editing and formatting PDF files using Adobe Acrobat
  • Processing large volume mailings through electronic and/or hard copy methods while providing assistance with tracking, associated communications and necessary follow-up.
  • Managing various projects from start to finish using Microsoft software and other firm systems or web based applications while working with others to ensure quality and timely completion
  • Document copying, scanning and filing, as required

Qualifications

  • Minimum of an Associate’s Degree in Business Administration or related field
  • 1-3 years of experience in an Administrative role or related field preferred
  • High proficiency in Microsoft Word, PowerPoint, Excel, Acrobat Adobe, Outlook, and web-based applications are required
  • Detail oriented with exceptional organizational, time management, and analytical skills
  • Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Ability to work both independently, prioritizing and multi-tasking, as well as working collaboratively in a team environment

Clifton Park, New York

Description

The Senior Accountant role is responsible for leading and supporting key functional areas within LeverPoint’s corporate finance department. This role will drive the day-to-day maintenance of the general ledger and financial reporting for a fast growing 140-person organization projected to double in size over the next 4 years through internal growth and acquisitions. The Senior Accountant will to assume a leadership role in financial planning and forecasting through active engagement with department managers throughout the company. The Senior Accountant will need to have not only outstanding analytical and accounting skills, but also be a problem solver who is able to see the big picture and present information in a clear, concise manner.

Responsibilities

  • Perform month end closing process and financial statement preparation, including account reconciliations, workbook and support schedule preparation, analysis of variances, and detailed review to ensure accuracy
  • Support preparation of monthly board of director financial reporting package and quarterly bank reporting package
  • Responsible for all aspects of General Ledger accounting for revenue, including quarterly client invoicing and accounts receivable. Requirements include development and maintenance of client contract fee calculation workbooks, calculation of hourly billings for selected clients, deferred revenue and accruals general ledger recording, client billable expenses, and timely accounts receivable collections
  • Support external, annual financial audit and tax preparation process for multi-office organization
  • Responsible for maintaining and reporting client contractual, annualized revenue run-rates across all business segments including fund administration, management company, and tax
  • Responsible for development of annual, bottoms-up SG&A Plan through close collaboration with department Managers, including Forecast vs Plan maintenance and monthly reporting
  • Responsible for monthly department Actual vs Plan and Actual vs Forecast reporting, including variance assessment and forecast maintenance, through close collaboration with department Managers. Identify areas for cost reduction opportunities
  • Responsible for maintaining rolling 12-month cash forecast
  • Responsible for oversight of expiring vendor contracts and proactive approach to renew or renegotiate terms
  • Coordinates and completes special projects as directed by management
  • Ensure compliance with company financial policies and procedures
  • Collaborate with coworkers and Management to ensure timely completion of deliverables
  • Coordinate and complete special projects and analysis as determined by management
  • Identifies opportunities for improvement and makes constructive suggestions for change
  • Maintains professional and technical knowledge
  • Successfully executes other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting or Finance required; Master’s degree preferred
  • CPA license or active pursuit of CPA license preferred
  • 5-7+ years of relevant experience in Accounting or Finance role required
  • Demonstrated understanding of GAAP accounting methodologies and principles required
  • Ability to communicate and interact professionally and effectively through written and oral communication with clients and coworkers.
  • Demonstrated proficiency in QuickBooks required
  • Ability to communicate and interact professionally and effectively through written and oral communication with clients and coworkers
  • Advanced skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros highly considered
  • Ability to prioritize multiple/concurrent tasks, to solve problems, and to meet deadlines in a fast-paced and dynamic environment with minimal supervision is required
  • Must be a self-starter and possess the ability to work in a team environment
  • Strong organizational skills with excellent attention to detail required
  • Effective and professional verbal, written, and interpersonal skills are required
  • Demonstrated ability to analyze financial data and present clear, concise, and comprehensive reports is required

Clifton Park, New York

Description

The Treasury Team is responsible for the development, implementation, research, and review of treasury and compliance processes for transaction requests and other items created on behalf of our clients. This includes staying current with industry and financial regulations and standards. The Treasury Specialist position is fast paced, high volume and team oriented. The individual will complete transaction reviews, advise on electronic payment and banking platform application questions, and assist with training and updates for treasury procedures. An ability to professionally and confidently advise colleagues on processes is required. Projects and ad hoc reporting and analysis tasks will be assigned to this position as needed.

Responsibilities

  • Conduct primary review of transactions to ensure completeness and accuracy of information and bank applications, including checks, Fed wires and ACH batches
  • Obtain and demonstrate thorough understanding of 18+ online banking platforms
  • Support and maintain updates to internal procedures and resources
  • Organize and maintain client onboarding, banking and administration files
  • Maintain incoming check log and digital/mail deposit processing
  • Ensure client accounts are accurately added to Check Factory system
  • Complete electronic approval and/or release on banking systems as needed
  • Scanning and monitoring KYC/OFAC/AML compliance and watch lists
  • Provide training and guidance to teams on new implementations of banking features such as wire upload/import templates for large volume wire distributions
  • Provide creative solutions to reduce errors and to ensure adherence to audit and control policies
  • Coordination and completion of special projects as dictated by the company

Qualifications

  • Minimum of a Bachelor’s Degree in Business or related field preferred, and minimum 2+ years of experience in Banking, Treasury, Accounting, or Finance, with direct exposure to electronic payments.
  • High attention to detail and ability to multitask without hindering accuracy and timeliness in a fast paced environment with competing demands is a must
  • Self starter and highly motivated to be able to follow projects through to completion while handling requests and other competing demands that may require immediate attention
  • Excellent communication, organization, planning, and problem solving skills required
  • Proficiency in Microsoft Excel required
  • Supervisory/leadership experience will be considered

Clifton Park, New York

Description

Reporting to the HR Manager, the Human Resources Generalist will provide support to all Human Resources functional areas, including recruitment, employee relations, performance evaluations, benefits, HRIS, on-boarding, training, and special projects.

Responsibilities

  • Knowledgeable of federal and state laws related to wage and hour laws, ADA, FMLA, OSHA, workers’ compensation, I-9 requirements, COBRA, etc.
  • Informs and educates employees and management about Human Resources policies, procedures, performance management, recruitment, and employee relations issues
  • Recommends, coordinates, and delivers Human Resources related training for management and employees
  • Assists in the Human Resources Department budget and fiscal planning, with regard to applicable areas
  • Provides indirect supervisory responsibilities to applicable staff, including coaching, feedback on performance, and other duties as required
  • Recommends updates to company policies, including the Employee Handbook, regularly to ensure compliance with current employment laws and regulations
  • Assist in organizational development, compensation planning and the successful completion of the employee performance review process
  • Effectively maintain working relationships with outside vendors, including staffing agencies, brokers, and benefit providers
  • Work directly with employees and management on employee relation issues; provide coaching as needed and prepares disciplinary documentation for delivery
  • Supports and administers the company’s benefit programs including monthly reconciliation, coordination of the company open enrollment process, and assistance with the annual renewal process
  • Assist with onboarding new hires, and conduct exit interviews
  • Ability to handle and resolve confidential/sensitive issues with tact and diplomacy
  • Develop and maintain an atmosphere throughout the organization to ensure that employees are comfortable asking questions and/or requesting support
  • Assist in the development and training of new team members as required
  • Continually update personal job knowledge by participating in educational opportunities; internal company and team training, maintain personal networks, participate in professional development opportunities
  • Additional duties as assigned by management

Qualifications

  • Bachelor’s degree in Business, Human Resources or related field, Master’s degree preferred
  • 3-5 years’ experience working in the Human Resources field to include experience in recruiting, employee relations, benefits administration and training; PHR or SHRM-CP highly preferred
  • Supervisory experience preferred
  • Proficient in Microsoft Office including PowerPoint, Work and Excel.
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

We are currently seeking a Cash / Accounts Payable (AP) Clerk to join our Management Company team. Reporting to the Manager of the Management Company team, the clerk will process accounts payable functions for multiple clients on the Management Company Team. This position will require regular interaction with clients and team members.

Responsibilities

  • Prepares scheduled and non-scheduled wire payments using several online banking systems
  • Processes high volume accounts payable across multiple companies
  • Processes weekly check runs and one-off check requests from clients
  • Interacts with clients on a daily basis
  • Performs other duties as assigned by manager

Qualifications

  • Three to five years of experience processing accounts payables
  • Knowledge of wire/ACH and check processing
  • Proficiency in Microsoft Office, QuickBooks, and Great Plains a plus
  • Professional and organized with excellent time management skills
  • Able to meet deadlines and prioritize workload
  • Detail-oriented and able to multitask
  • Excellent problem solving and customer service skills

Clifton Park, New York

Description

The Senior Accountant on the Management Company Team will review general ledger entries, including Accounts Payable, Accounts Receivable, Cash entries and accruals.  Within this role, the Senior Accountant will also review and process payroll for multiple companies/clients, prepare financial statements and supporting packages on a quarterly and monthly basis, and work with auditors when needed.  This position will require regular interaction with multiple clients and Management Company team members.

Responsibilities

  • Prepare monthly/quarterly manager packages and workbooks which allows for accurate budgeting
  • Monthly/quarterly financial statement preparation for management and fund team to provide the client with an overall overview of the financial performance of the company
  • Review deal schedules to track expenses that are reimbursable from the portfolio companies and then review related invoices
  • Review monthly cash reconciliations to provide the client with a summary of cash deposits and disbursements
  • Review cash and other necessary journal entries to provide an accurate ledger
  • Review or prepare and maintain various schedules and work papers that support the company’s financial and operational position
  • Review Form 1099 for the company’s vendors for year-end reporting purposes
  • Perform and analyze account reconciliations and general ledger entries
  • Perform monthly closing processes
  • Coordinates and completes special projects as directed by management.
  • Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities.
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 3 – 5 years’ experience in Accounting, Finance or related field preferred
  • Proficient in preferred in QuickBooks; Peachtree; Investran, Fixed Assets, Great Plains, ADP, Paychex, Advantec, Check Factory
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Ability to communicate and interact professionally and effectively through written and oral communication with clients and coworkers
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
  • Ability to assist in the development and training of staff

Clifton Park, New York

Description

The Senior Accountant is responsible for reviewing daily cash transactions, maintaining the general ledger for client funds, preparing quarterly financial statements and related schedules, and responding to client and investor requests. He or she will interact with clients, team members, and management on a regular basis.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and at least three years of experience in a similar role. Candidates must be highly organized and detail-oriented and proficient with Microsoft Office, QuickBooks, and ADP software. Strong communication, analytical, and problem-solving skills are required. Certified Public Accountants (CPA) and/or an advanced degree (MBA/MSA) preferred.

Responsibilities

  • Prepares and/or reviews quarterly and annual reporting packages prior to management approval
  • Prepares and/or reviews quarterly and annual financial statements prior to management approval
  • Prepares and/or reviews capital calls and distributions prior to management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Communicates with clients to establish deadlines for quarterly and annual deliverables in accordance with clients’ LPA requirements
  • Reviews all team wires/transfers prior to treasury approval and sign off
  • Helps develop and train new team members as required
  • Coordinates and completes special projects as directed by client request
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 3 – 5 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. He or she will be responsible for recording daily accounting activities across multiple funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation, and/or review of cash reporting, expenses, and accruals. The Accountant will interact with clients and team members on a regular basis.

Responsibilities

  • Records daily journal entries and reviews cash reporting
  • Helps prepare quarterly and annual reporting packages for management approval
  • Helps prepare quarterly and annual financial statements for management approval
  • Prepares capital calls and distributions for management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Coordinates and completes special projects as directed by management
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 0 – 3 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Clifton Park, New York

Description

The Accountant provides daily accounting support for Private Equity and Venture Capital fund clients. He or she will be responsible for recording daily accounting activities across multiple funds, which includes journal entries related to investments, capital calls, line of credit activity, distributions, client report preparation, and/or review of cash reporting, expenses, and accruals. The Accountant will interact with clients and team members on a regular basis.

Responsibilities

  • Records daily journal entries and reviews cash reporting
  • Helps prepare quarterly and annual reporting packages for management approval
  • Helps prepare quarterly and annual financial statements for management approval
  • Prepares capital calls and distributions for management approval
  • Coordinates the delivery of capital call and distributions notices to clients and the investors
  • Prepares and reviews correspondence with client investors to address inquires as needed
  • Coordinates and completes special projects as directed by management
  • Performs other duties as assigned

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field required; CPA license or advanced degree (MBA or MSA) preferred
  • 0 – 3 years of experience in Accounting, Finance, or a related field preferred
  • Proficient in Microsoft Office
  • Excellent communication, time management, planning, and problem solving skills and the ability to multitask required
  • Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines