The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for overseeing all financial operations, strategic planning, and fiscal management of the firm and its portfolio companies. The CFO will play a critical role in shaping the company’s financial strategy, ensuring accurate reporting and compliance, managing investor relations, and supporting value creation across the portfolio.
Key Responsibilities
Financial Leadership
- Oversee all aspects of the firm’s financial management, including accounting, budgeting, forecasting, and reporting.
- Develop and implement financial policies, systems, and internal controls to ensure compliance and efficiency.
- Partner with senior leadership to define long-term financial strategy and capital structure.
- Manage relationships with external auditors, banks, and legal and tax advisors.
- Prepare financial statements and performance reports for internal and investor use.
- Oversee fund accounting, capital calls, distributions, and management fee calculations.
- Ensure accurate valuation and reporting of portfolio company performance.
Company Support
- Provide financial oversight and guidance to portfolio company GMs and finance teams.
- Participate in acquisition due diligence, financial modeling, and integration planning.
- Help drive value creation initiatives, including margin improvement, working capital optimization, and strategic exits.
- Ensure compliance with all financial, tax, and regulatory requirements.
- Establish risk management policies, including investment risk assessment and insurance coverage.
- Oversee financial technology systems and data security practices.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field; MBA or CPA preferred.
- 10+ years of progressive finance experience, with at least 5 years in a senior leadership role.
- Prior experience in private equity, venture capital, investment management, or a related financial institution.
- Deep understanding of fund structures, capital accounting, and investor reporting.
- Proven ability to manage complex financial operations and lead cross-functional teams.
- Strong analytical, strategic, and communication skills.
- High degree of integrity, professionalism, and discretion.
Compensation and Benefits
- Competitive base salary with performance-based bonuses.
- Comprehensive benefits package including health, dental, vision, and retirement plans.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
