Accountant, Global Revenue Operations

About the Role

Wellington Management is a leading global investment manager with a private partnership structure, overseeing approximately $1.3 trillion in assets for institutional clients in more than 60 countries. The Global Revenue Operations team supports the firm’s core revenue processes across all legal entities.

Accountant, Global Revenue Operations – part of the Finance organization’s revenue accounting function. Responsibilities include monthly revenue close, accruals, collections, reporting, forecasting, and analysis, in partnership with Treasury, Global Accounting, Incentive Compensation, Tax, and FP&A.

• Calculate and account for management fees (base and performance) across hedge fund and private market structures.
• Perform monthly accounting close activities, including revenue accruals, cash collection, and reconciliations.
• Maintain client profiles and fee schedule information within revenue systems.
• Partner with cross-functional teams to support revenue reporting, forecasting, and analysis.
• Perform detailed flux analysis between financial results and budget/forecast, identifying and explaining key drivers of variances across revenue streams.
• Build, maintain, and enhance performance fee models, including validation of key inputs, ongoing updates, and analysis of underlying revenue drivers.
• Leverage data tools (e.g., Power Query, Tableau Prep) to support data transformation, validation, and reporting workflows.
• Explore and apply emerging technologies, including AI tools, to enhance data extraction, reconciliation, and overall efficiency of revenue processes.
• Analyze and resolve revenue and data discrepancies across systems (e.g., Rev Port, reporting tools, and data tables).
• Prepare revenue‑related deliverables for audit, tax, and regulatory reporting requirements.
• Write and review revenue accounting policies and procedures.

• Bachelor’s degree in Finance, Accounting, or a related field.
• 2–4 years of relevant experience.
• Strong analytical aptitude and attention to detail.
• Advanced proficiency with Microsoft Excel and Word.
• Experience with performance model building (e.g., revenue forecasting, fee modeling, or scenario analysis).
• Exposure to data visualization and workflow tools such as Power BI, Tableau, and emerging AI tools is a plus.
• Proven track record of identifying and implementing process improvements and system enhancements.
• Excellent written and verbal communication skills.
• Highly self‑motivated with the ability to manage multiple priorities.

Job Title:

Accountant, Global Revenue Operations

Job Family:
Accounting

Location:

Needham, Massachusetts

Base salary range: USD 80,000 – 150,000. Other rewards may include discretionary corporate bonus and/or incentives if eligible.

Comprehensive benefits include retirement plan, health and wellness coverage, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (including leave of absence, holidays, volunteer, sick, and vacation).

Wellington Management is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

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