Vice President of Accounting & Administration
Executive Leadership Role | Defined Path to CFO
đź“Ť [Location] | [Onsite/Hybrid]
The Opportunity
We are seeking a high-impact financial executive to serve as Vice President of Accounting & Administration, with a clear and intentional path to Chief Financial Officer.
This role is designed for a leader who thinks beyond debits and credits — someone who can modernize infrastructure, elevate financial insight, represent the firm at the board level, and help shape long-term strategy.
The successful candidate will be both technically rigorous and strategically influential, capable of operating at the detail level while contributing meaningfully to executive decision-making and governance.
Executive Scope & Impact
Enterprise Financial Leadership
- Oversee all accounting operations, including General Ledger, monthly close, and consolidated financial reporting
- Direct preparation and oversight of monthly, departmental, and multi-entity P&Ls
- Lead revenue and expense variance analysis with actionable executive insights
- Reconcile accrual-based reporting to cash-based financial statements
- Oversee complex firm-wide commission calculations
- Ensure integrity, transparency, and timeliness of all financial reporting
Board & Fund Governance Exposure
- Serve as the firm’s financial representative to a governing board overseeing three Mutual Funds and three ETFs
- Support board-level reporting, governance standards, and regulatory alignment
- Partner with senior leadership on strategic financial initiatives
Infrastructure & Process Modernization
- Optimize and evolve Sage accounting systems
- Drive automation of manual accounting workflows
- Develop and oversee KPI dashboards that enhance operational visibility
- Strengthen internal controls and scalable financial infrastructure
Leadership & Administrative Oversight
- Lead and develop a team of 10+ accounting professionals
- Build bench strength and succession planning within finance
- Oversee administrative operations through direct management of the Office Manager (facilities, vendor coordination, reception, communications systems)
Ideal Profile
- Bachelor’s or Masters degree required; CPA strongly preferred
- 8+ years of progressive accounting leadership experience with increasing scope and influence
- Demonstrated success leading accounting teams of 5+ professionals
- Experience managing multi-entity or complex financial structures
- Strong systems orientation with a track record of automation and operational improvement
- Executive presence with the ability to interact confidently in board settings
- Asset management or financial services experience preferred
What Success Looks Like
- A highly disciplined, efficient close process
- Executive-ready financial reporting and KPIs
- Modernized systems and reduced manual processes
- Strong governance posture in board and fund oversight
- Seamless progression into the CFO role
Why This Role Is Different
This is not a back-office accounting leadership position. It is a strategic succession role for a finance executive ready to broaden their influence, strengthen enterprise infrastructure, and transition into a CFO seat
