THE OPPORTUNITY

Are you a successful finance and accounting leader who has worked in the alternative investments industry?
Do you enjoy being a strategic leader partnering with the executive team to steer financial and operational aspects of an organization?
Are you an entrepreneurial problem solver who works with a sense of urgency and builds healthy relationships with peers and partners?

ABOUT THE FIRM

Timber Bay Partners (Timber Bay) based in Cincinnati, Ohio, is a private equity firm focused on providing liquidity solutions for private equity sponsors. The firm was formed in 2016, and the partners have executed the strategy as a team since 2009. Collectively, the team has over 50 years of experience and has raised $725 million for this strategy. This Chief Financial Officer (CFO) will be an important member of the team and is expected to be on site at the office in downtown Cincinnati, Ohio.

WHAT YOU’LL BE DOING

As a member of the executive leadership team and reporting directly to the Managing Partner, the CFO has one direct report and is responsible for all non-investment related financial activities including accounting and tax compliance for the firm’s active funds, GP entities and management company. Key responsibilities include the following:

Manage relationships with outsourced service providers (audit, tax, compliance, legal, banking and fund administration) and provide oversight and coordination in the completion of quarterly and annual tasks.
Oversee day-to-day accounting for all entities including quarterly and annual GAAP financial statements, investor quarterly capital account statements and investor performance metrics.
Oversee annual audit and tax compliance for all funds.
Manage the process for the completion and distribution of Limited Partner communications including quarterly reports, annual audits, and tax information.
Manage treasury functions, including credit lines. Monitor and manage cash for all funds and other entities including capital call and distribution activities.
Perform other tasks including regulatory compliance, information technology, real estate, benefit design and implementation, oversight of time and expense allocations/reimbursement, cash controls and reconciliation, and maintenance of professional liability and other insurance coverage for the funds and management company.
Special projects, as requested, including providing support to current and prospective Limited Partners on an as-needed basis.

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

Bachelor’s degree in accounting or finance.
MBA is a plus and CPA is preferred.
15+ years of senior-level finance and accounting experience with knowledge and understanding of federal and state tax-related issues for partnerships and other pass-through entities.
Demonstrated success in managing financial operations, ideally in a private equity environment.
Strong understanding of fund accounting, corporate finance, GAAP, and regulatory compliance.
Experience mentoring junior team members.

KEY PERSONAL ATTRIBUTES

Excellent leadership, communication, and cross-functional collaboration skills.
Excellent relationship building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders
Impeccable integrity and executive presence with humility and deep emotional intelligence
Organized and detail-oriented
Curious
Driven for results

THE PAYOFF:

Collaborate with a talented and enthusiastic leadership team.
Watch your efforts positively impact the company’s growth and success.
Receive a competitive salary and full benefits package that is 100% paid for by the company. Benefits include unlimited vacation, 401(k), cash balance plan, health, dental, vision, and parking.

OUR COMMITMENT TO CANDIDATES

Gilman Partners is committed to strengthening leadership teams and elevating talent in our communities—and that means all qualified applicants will receive consideration. You do not have to meet every qualification in this job description to apply. If you are drawn to the position and believe your experience makes you a good fit, we encourage you to reach out.

ADDITIONAL COMMENTS

Relocation assistance will be provided.

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Chief Financial Officer