+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

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 Treasury Specialist will be responsible for the completion of transaction reviews, advisory on electronic payment and banking platform application questions, and will assist with training and updates for treasury procedures. Additionally, this individual will remain current with industry and financial regulations and standards. This position is fast paced, high volume and team oriented. The individual in this position will need to have the ability to work professionally and confidently in order to advise colleagues on processes, is required. Projects and ad hoc reporting and analysis tasks will be assigned to this position as necessry.

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 Associate’s Degree (Bachelor’s Degree preferred) in Business or related field and 2+ yrs 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
  • Experience with LexisNexis, Check Factory, and online banking platforms will be highly considered

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