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Reporting to the Chief Executive Officer, you will be responsible for managing the full scope of finance-related activity including financial planning, financial reporting, risk management, and fund taxation, with the support of an established accounting team. Ensuring compliance with SEC requirements is a critical component of the role.
Job Responsibility:
Manage the finance and accounting function for the business, including tax, treasury, and compliance
Ensure compliance with relevant SEC and governmental regulations
Proactively manage internal and external risks
Deliver timely, accurate, and comprehensive financial reports, including fund accounting results to both our investors and senior leadership team
Lead administrative programs such as IT, HR, purchasing, and insurance
Support senior executive team with fundraising, investor relations, and other key activities
Requirements:
Bachelor’s degree in accounting, finance, economics, or a related field
5+ years of audit at Big 4 within the financial services segment/or engagement focus on registered investment advisors
Lower-middle market experience
Local/serious about relocation to be on-site in Miami, FL
Exceptional analytical, leadership, communication, and interpersonal skills
Nice to have:
MBA or Master’s degree
CPA license
Compliance experience with SEC registered private equity firms