+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

Stress Management Week
February 2017
Clifton Park, New York (Office)

Read what our employees have to say

Career Opportunities

Clifton Park, New York

Description

This newly created position will be responsible for supporting the executive and management teams with strategic, operational and financial analysis, planning, and forecasting in a high-growth, fast-paced organization.

Responsibilities

  • Responsible for the maintenance, consolidation and reporting of client teams’ capacity and financial models
  • Perform client and company profitability analysis to identify improvement opportunities in areas such as pricing, cost reduction, productivity and standardization improvement, and technology solutions
  • Analyze actual versus budget financial performance to identify root cause and improvement opportunities
  • Support the maintenance of the company financial planning and forecasting model
  • Redesign and streamline company’s client pricing model to reflect key activity based costing factors
  • Perform capital budgeting analysis to support management decision making, including cost/benefit, payback/ROI, and post-implementation tracking
  • Analyze and support initiatives to grow business including home office space expansion, new office expansion, new business line expansion, and M&A opportunities
  • Analyze market developments and competitor trends to support management planning and decision making
  • Serve as a liaison and develop a results-oriented partnership among client teams, client support teams, and corporate teams including Finance, IT, Marketing and HR
  • Own the design, development and maintenance of ongoing reports, analyses and metrics to support key business decisions
  • Analyze specific operational questions and then work with operating managers to implement change
  • Provide analysis and support for special projects or business initiatives as required

Qualifications

  • • Bachelor’s Degree in Finance, Economics or related business field required
  • Master’s in Business Administration (MBA) Degree strongly preferred
  • 3+ years of work experience and demonstration of obtaining progressive levels of responsibility required
  • Superior Microsoft Excel skills required, including demonstrated experience with tools such as lookup functions, pivot tables, and macros. Strong experience with other Microsoft Office software (PowerPoint, Word) and Adobe (PDF) required.
  • Demonstrated ability to extract, link, format and utilize data from company accounting, operations, and marketing software systems is required
  • Highly motivated, self-starter with demonstrated ability to follow tasks through to completion and operate effectively with minimal daily supervision
  • Excellent analytical, planning, organization, and problem solving skills required
  • Must demonstrate outstanding verbal and written communication skills and the ability to work collaboratively with others
  • Demonstrated willingness to engage with people to understand situations and solve problems
  • Ability to make insightful recommendations by analyzing opportunities and their impact on the business.
  • Attention to detail and ability to multitask without hindering accuracy is required
  • Ability to maintain strict confidentiality pertaining to all sensitive company information is required

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 Treasury Specialist 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. The position is fast paced, high volume and team oriented. The individual will complete transaction reviews, advise on electronic payment and banking platform application questions, assist with training and updates for treasury procedures.

Responsibilities

  • Conduct primary review of transactions to ensure completeness and accuracy of information and bank applications – this including checks, Fed wires and ACH batches
  • 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 banking features
  • Work to provide solutions to reduce department errors
  • Ensure adherence to audit and control policies
  • Coordination of special projects as dictated by the company

Qualifications

  • Minimum of Associate’s Degree (Bachelor’s Degree preferred) in Business or related field
  • 2+ yrs of experience in Banking, Treasury, Accounting, or Finance, with direct exposure to electronic payments
  • Strong attention to detail
  • Ability to multitask without hindering accuracy and timeliness in a fast paced environment with competing demands is a must
  • A highly motivated self-starter with the ability to follow projects through 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
  • Experience with LexisNexis, Check Factory, and online banking platforms will be highly considered

Clifton Park, New York

Description

The Administrative Assistant is responsible to perform general clerical duties to include but not limited to: photocopying, faxing, mail distributions, special projects, filing and completing client requests. Candidates must be client-oriented, technically savvy, demonstrate initiative and have strong attention to detail with excellent time management skills. Successful candidates must also perform well under time constraints while handling multiple projects simultaneously and have the ability to multitask and prioritize. This position is responsible for assisting the executive team and other team members as needed.

Responsibilities

  • General desk maintenance to include answering phones, mail and overnight packages
  • Assisting with the maintenance of the internal filing system to include copying, scanning, and filing of all documentation
  • Collation of federal and state tax returns
  • Create certified mailing packages/scan and save into the tax files/ take to the post office for mailing or FedEx to the client to be mailed from their offices
  • Tracking all tax mailing and saving the tracking information in the individual tax files
  • Create/Print letters, labels, marketing, and client reports
  • Maintain confidentiality of all corporate and client matters
  • Assist with daily incoming and outgoing mail, sorting and delivery and overnight packages
  • Processing digital deposits
  • Completing business lunch catering orders
  • Creates and modifies various documents using Microsoft Office or other program as needed
  • Assist with HR initiatives including administrative support for recruitment, training and general HR mailings
  • Vendor Management (copiers, water filtration system, cleaners, supplies, etc.)
  • Supply ordering/inventory – stocking items in the office daily
  • Bi-Monthly Coffee ordering/inventory – stocking kitchen as needed
  • Office Maintenance (ensuring kitchen/bathroom/office supplies are available/coffee pots
  • Change toners in printers/ copiers as needed – ensure ample supply is available in house
  • New Hire Set ups/ensuring supplies are available/calendar sharing/adding to the copiers
  • Monthly bank statement recs
  • Download bank statements from online banking portals
  • Warehouse inventory/record keeping
  • Monthly Postage meter/ FedEx monthly reports to finance
  • Onboarding new clients into the mailing and shipping profiles (add to FedEx and the postage meter)
  • Other duties as assigned

Qualifications

  • Must possess a minimum of 3 years’ experience in an administrative capacity or an associate’s degree in a related field.
  • Must be highly proficient in the knowledge of a variety of computer software applications
  • Must be highly proficient in the knowledge of a variety of computer software applications including but not limited to: Microsoft Word, PowerPoint, Excel, Acrobat Adobe, and Outlook.
  • Must have the ability to work effectively in a fast-paced and demanding environment independently or as a team.
  • Must have the ability to adapt to changes in the work environment and effectively meet deadlines.
  • Must have a high attention to detail, excellent organizational skills with good organizational, time management, setting prioritizes and analytical skills.
  • Most possess excellent communication skills written and verbal.
  • Must be fluent in the English language
  • Must be able to frequently walk, complete repetitive motions, properly lift up to 25 pounds, and/or sit or stand for prolonged time.

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

Clifton Park, New York

Description

The clerk processes accounts payable functions for multiple companies on the LeverPoint Management Company Team. This position will require regular interaction with clients and team members.

Responsibilities

  • Prepare scheduled and non-scheduled wire payments using several online banking systems
  • Process high volume accounts payable across multiple companies
  • Processing weekly check runs and one off check requests
  • Interaction with clients on a daily basis

Qualifications

  • Knowledge of wire/ACH and check processing
  • Proficient in Microsoft Office, QuickBooks, Great Plains is a plus
  • Professional, organized and excellent time management skills
  • Ability to meet deadlines and prioritize workload
  • Detail oriented with the ability to multitask
  • Problem solving abilities with excellent customer service skills
  • 3-5 years experience in processing accounts payables