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Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence. This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations.
Job Responsibility:
Oversee treasury operations including capital calls, distributions, and cash management
Manage cash flow forecasting and the annual budgeting process
Lead monthly closes and financial reporting for funds and GP entities
Oversee outsourced accounting operations and expense approvals
Manage fund administrator relationships and investment cash flow tracking
Prepare quarterly financial reporting and investment performance summaries
Lead annual audit and tax processes
Requirements:
8-15+ years of accounting and finance experience in investment management
CPA, MBA, or similar qualification preferred
Strong knowledge of U.S. GAAP and financial reporting
Experience with FP&A, investor reporting, and fund operations
Advanced Excel and strong analytical skills
Ability to operate independently in a fast-paced environment
What we offer:
medical, vision, dental, and life and disability insurance