Director of Finance

A leading global investment management firm is seeking a Senior Finance Director to oversee its management company operations.

The firm manages capital on behalf of a diverse institutional client base and employs a range of investment strategies across global markets.

Responsibilities

• Senior finance leadership role within a well-established investment management organization
• Serve as a key partner to executive leadership, providing oversight of management company financial and operational functions
• Lead accounting operations, financial reporting, and audit coordination for the management company
• Ensure accuracy, integrity, and timeliness of financial statements and internal management reporting
• Maintain and enhance internal controls, accounting policies, and procedures
• Partner cross-functionally with tax, operations, compliance, and other internal stakeholders to ensure cohesive financial oversight and regulatory adherence
• Oversee firmwide financial planning processes, including annual budgeting, monthly forecasting, and development of multi-year projections
• Prepare and review management reporting, variance analysis, and financial modeling to support strategic decision-making
• Oversee expense allocation processes and management company reporting
• Provide final review and approval of payroll cycles across affiliated entities
• Support annual compensation review processes and conduct financial analysis related to employee benefits programs
• Oversee cash flow and liquidity management, including review and approval of outgoing wires and partner distributions
• Maintain appropriate treasury controls and banking relationships
• Lead annual renewals of corporate insurance programs and coordinate risk management efforts with external advisors and internal stakeholders
• Oversee financial aspects of corporate infrastructure, including lease obligations, vendor management, and regulatory filings for affiliated entities
• Manage and develop a small team spanning accounting, FP&A, and payroll functions
• Foster a culture of accountability, collaboration, and continuous improvement
• Drive process enhancements and broader utilization of financial systems

Qualifications

• 12+ years of financial services experience; private investment management experience preferred
• Prior oversight of both controllership and FP&A functions
• Strong technical accounting knowledge, including partnership structures and complex financial arrangements
• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred
• Proven leadership experience managing teams in a high-performance environment
• Experience with enterprise financial systems preferred
• Strong communication skills and ability to engage effectively with senior leadership

This position is 100% onsite

Comp 190K-230K + Bonus

KBW789

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