Investment Analyst Jobs in Buffalo, NY

Ready to lead, own results, and make an impact?

Join Cadex Solutions as a Finance Manager in our Buffalo, NY office, where your expertise in accounting and attention to detail will directly drive the success of our business. In this high-impact leadership role, you’ll oversee trust accounting, ensure accurate and timely client remittances, and collaborate across multiple divisions, all while delivering a “white glove” experience to key clients. If you’re a driven professional who thrives in a fast-paced environment, excels in problem-solving, and is ready to lead a team while optimizing processes, this is your opportunity to step into a role where your work truly matters.

Apply now and take your career to the next level!

Who You Are

A meticulous and driven individual who has a passion for accounting and numbers. You are one to never miss a detail and have the intuition when to know if something doesn’t look quite right. You can work independently but also collaborate in a team and can be flexible with variables and change.

What we need

Cadex is seeking a Finance Manager to oversee the Trust Accounting process for several of Cadex’s seven divisions. Key objectives include:

• Ensure timely and accurate remittance of “trust funds” to clients.
• Invoicing clients for debt collection activities performed.
• Reconciling bank accounts, collection system records, and general ledger accounts.

Who we are:

Cadex Solutions Corporation is a holding company formed by Trivest Partners LP to build the premier provider of global commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 900 employees serving over 1,000 clients across all industries from locations across the globe, with our larger operations in the United States, Colombia, Romania, and India.

Since 2019, Cadex has been putting together a strong portfolio of ARM companies, including

• A.G. Adjustments, formed in 1974 and headquartered in Melville, NY
• D&S Global Solutions, formed in 1997 and fully remote
• ABC-Amega, formed in 1929 and headquartered in Buffalo, NY
• TranSubro, formed in 2012 and headquartered in Oceanside, NY
• DAL, Inc., formed in 1974 and headquartered in Clifton Heights, PA
• Receivables Control Corporation (RCC), formed in 1970 and headquartered in Maple Grove, MN
• Insurance Recovery Group (IRG), formed in 1997 and headquartered in Framingham, MA

OBJECTIVE

Management of the trust accounting process for Cadex Solutions. Cadex is a collection agency. Funds collected they are held in “Trust” until returned to the client. This role manages the trust funds and invoices the client for collections services performed.

Qualifications

PRIMARY JOB DUTIES

• Manage and control “Trust Funds”.
• Perform all accounting duties relating to trust funds, revenue recognition relating to collection activities, fees paid to attorneys etc.
• Prepare client invoices for collection services performed.
• Interact with clients as needed and provide “white glove” treatment to the company’s largest clients.

SECONDARY JOB DUTIES

Work closely with Divisional Controller on tasks they need assistance with

Hire, train, cross-train, develop and appraise staff; take corrective action as necessary on a timely basis and in accordance with company policy; consult with Human Resources as appropriate

Continuously update and maintain process documentation related to all key tasks

Protect company assets by establishing, monitoring and enforcing sound internal controls

Maintain 100% confidentiality unless legal requirements apply

Provide assistance to other departments and teammates when they are in need

OTHER JOB DUTIES

This position will perform other duties as requested. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without advanced notice.

SUPERVISORY RESPONSIBILITY

This position supervises several trust accountants.

WORK HOURS

This is a full-time professional leadership position with associated work expectations to meet the demands of the business.

TRAVEL

This role is based out of the Buffalo, NY office. Occasional travel may be required but on a very limited basis.

WORK ENVIRONMENT

This job operates in a professional office setting. This role routinely uses standard office equipment and the noise level in the work environment is usually moderate.

This role is an Onsite role. The candidate is expected to work at our Buffalo, NY office.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear. This is a largely sedentary role; however, the employee is occasionally required to stand, walk, use hands, and reach with hands and arms. Specific vision abilities required by this job include color vision, depth perception and the ability to adjust focus. Repetitive motion is frequently required.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

EQUAL EMPLOYMENT STATEMENT

Cadex provides equal employment opportunities to all employees without regard to race, color, creed, religion, sex, age, national origin, disability, marital status, familial status, predisposing genetic characteristics, domestic violence victim status, gender identity or expression, pregnancy, sexual orientation or military status.

COMPETENCIES

• Advanced Microsoft Excel skills. Much of the work requires use of advanced Excel functions and techniques.
• Experience working with order to cash systems.
• Experience working with accounting systems (NetSuite preferred)
• Ability to work with cross functional teams.
• Good problem solving skills.
• Proficient communication and comprehension skills, including professional written and telephone communication
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Attention to detail and accuracy
• Problem-solving and analytical skills
• Ability to apply common sense understanding to carry out instructions furnished in written or oral form.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor of science or similar degree.
• 5 years of experience working as a senior accountant or business analyst. Order to Cash or similar experience preferred.
• People management experience.
• Process optimization and re-engineering experience preferred.

FLUENCY

This position requires fluency in the English language.

ADDITIONAL ELIGIBILITY REQUIREMENTS/RESPONSIBILITIES/QUALIFICATIONS

None required for this position