+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

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

 

 

Thanksgiving Basket Challenge
November 2017
Clifton Park, New York (office)

 

 

Annual Holiday Adopt A Family
December 2017
Clifton Park, New York (office)

Read what our employees have to say

Career Opportunities

Clifton Park, New York

Description

Our 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. This 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

The Training Coordinator will oversee the implementation and coordination of LeverPoint’s formal training program. This role will be responsible for assisting in the analysis of training needs, the development of curriculum and the delivery course material. The position will coordinate training schedules and evaluate applicable outside training resources as needed.

Responsibilities

  • Develop, implement and deliver training programs for all levels of employees in the financial services field.
  • Develop and update teaching aids such as training binders, demonstration models, multimedia visual aids, PowerPoint presentations and other training materials.
  • Consult with HR Manager and Management Team to assess training needs and to develop programs to match these needs.
  • Continually evaluate procedures to monitor and analyze course effectiveness and update curriculum as needed.
  • Develop strong relationships with all LeverPoint Departments to develop course material and attain necessary feedback.
  • Report on progress of employees under training guidance and during training periods.
  • Maintain all employee training records and annual employee training calendar.
  • Additional administrative duties as needed, including scanning, copying and data entry as required for training preparation.

Qualifications

  • Minimum of an Associate’s Degree in Human Resources, Communication or related field.
  • 0-2 years’ previous experience in training field is preferred.
  • Proficient in Microsoft Office including PowerPoint, Work and Excel.
  • Customer service focus with the ability to communicate professionally and effectively through written and oral communication.
  • Ability to multitask; excellent communication, time management, planning and problem solving skills required.
  • Strong organizational skills with excellent attention to detail.
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines.

Clifton Park, New York

Description

The Internal Auditor responsibilities consist of creating a systematic and disciplined approach to the effectiveness of risk management, control, and governance processes. The Internal Auditor will possess a thorough knowledge of accounting procedures and will apply risk and control concepts to scenarios encountered and identify any potential issues.  This position is also responsible for communicating identified issues with the Director, Fund Department to ensure any potential concerns are addressed in a timely and effective manner.  This position will also require regular interaction with auditor, team members and management.

Responsibilities

  • Perform testing by examining records, reports, operations and documentation.
  • Develop quarterly audit plans and follow up with teams on any audit findings.
  • Coordinate with external auditor on annual SSAE 18 /SOC 1audit, work as a liaison between external auditor and teams.
  • Work with director to prepare quarterly internal audit report to the executive team.
  • Work with team managers to identify key controls and general controls, document procedure manuals and flowcharts, and promote best practice.
  • Identify loopholes and recommend risk aversion controls, work with team managers to update procedure manual and checklists to mitigate risk.
  • Provide company wide training on SSAE 18/SOC 1 audit, checklists, key controls and procedure manuals.
  • Performs other duties as assigned.

Qualifications

  • Minimum of a Bachelor’s Degree in Accounting, Forensic Accounting or related field.
  • CPA/CIA license or advanced degree preferred.
  • 1-2 years’ experience in Auditing, compliance testing, Internal Controls or related field required, prior experience in SSAE 18/SOC 1 audit preferred.
  • Advanced computer skills on MS Office
  • Ability to multitask; excellent communication, time management, planning and problem solving skills required.
  • 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 communicate and interact professionally and effectively through written and oral communication with team members and management.

Clifton Park, New York

Description

The Accountant prepares Federal and State Income Tax Returns for private equity and venture capital clients.  Typically, the returns will be partnership in nature.  Additional responsibilities that may arise include satisfying other periodic reporting and filing obligations which clients may be subject to.  This position will require regular interaction with clients and team members.

Responsibilities

  • Collect necessary information and prepare work papers to firms standards
  • Utilize tax software in preparing federal tax returns, state tax returns, and other filings
  • Researching and documenting tax positions under the direction of the tax manager
  • Maintain and update the necessary tasks in File in Time (tax tracking/scheduling software)
  • Work on special projects as needed

Qualifications

  • Minimum of a Bachelor’s Degree in Accounting, Finance or related field
  • 0 – 3 years’ experience in Accounting, Finance or related field preferred
  • Ability to multitask; excellent communication, time management, planning and problem solving skills required
  • Ability to manage time and meet deadlines
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Strong organizational skills with excellent attention to detail
  • Ability to work in a fast-paced environment and handle multiple priorities and deadlines

Denver, Colorado

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.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and some 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

  • 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, QuickBooks, and ADP
  • 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 Investor Services Clerk is responsible for the data entry of investor information during onboarding or updates received across multiple clients, teams, and software. Candidates must be client-oriented and technology savvy, must demonstrate initiative and strong attention to detail, and must have excellent time management skills. Successful candidates must perform well under time constraints while handling multiple projects simultaneously. In addition to the daily responsibilities associated with this position, the Investor Services Clerk is responsible for assisting other team members as required.

The ideal candidate has an Associate’s degree in Business Administration or a related field and at least one year of experience in an administrative position or similar role. Strong proficiency with Microsoft Office applications (Excel, Outlook, etc.), Adobe Acrobat, and web-based applications is required.

Responsibilities

  • Completes investor record keeping, including database maintenance and processing updates
  • Completes investor onboarding, including data entry and document review
  • Helps team with various projects using Microsoft software and other firm systems or web-based applications while working to ensure quality and timely completion
  • Completes document copying, scanning, and filing as required
  • Performs other duties as assigned

Qualifications

  • Associate’s degree in Business Administration or related field (minimum requirement)
  • 1-3 years of experience in an Administrative role or related field preferred
  • High proficiency in Microsoft Excel and Outlook, Adobe Acrobat, and web-based applications required
  • Detail oriented with good organizational, time management, and analytical skills
  • Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
  • Must be able to work both independently and collaboratively in a team environment
  • Must be able to communicate and interact professionally and effectively through written and verbal communication

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.

The ideal candidate has a Bachelor’s degree in Accounting, Finance, or a related field and some 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

  • 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, QuickBooks, and ADP
  • 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
  • Knowledge of Investran or other partnership accounting software a plus

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 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

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