TOTAL COMPENSATION is targeted at ~$650K (base + cash + incentive based on firm performance). Opportunity will exist to participate significant events in firm’s future. Total compensation will be determined based on candidate’s credentials, performance and value added to the firm / department. Position Overview: Our client is a well-established asset manager serving a diverse client base including financial advisors, institutions, and individual investors. They offer multiple investment vehicles across a variety of investment disciplines specializing in infrastructure and emerging technologies. Currently, they are experiencing rapid growth and are in active capital raise mode (~$500 Million over the past six months) and are looking to continue to grow AUM significantly over the next 2-3 years. Currently they seek to hire a motivated, results-oriented senior financial leader to spearhead a growing finance team. The ideal candidate will have a proven track record of success overseeing all facets of a finance, accounting, and treasury in the alternative investment industry. Reporting directly to the Chief Executive Officer, the CFO will serve a key member of the senior leadership team, offering strategic guidance to the firm as they continue their rapid growth. Responsibilities will include (but not be limited to): Direct oversight all firm Finance, Accounting and Treasury functions Lead the finance team in monitoring all deliverables and meeting appropriate deadlines for the firm and subsidiary investments. Manage all required reporting including financial results to the Board of Directors, Investors, and other interested parties. Manage and prepare all strategic financial initiatives including annual budget plan, financial forecasts, and appropriate variances in conjunction with appropriate team leads. Ensure accuracy and credibility of all company financial statements and metrics. Oversee the creation of and sign-off on all Public SEC Filings. Key contributor to all aspects of management and planning of the firm through participation in its Executive Committee and other relevant corporate committees. Serve as point person in dealings with new business prospects and existing clients. Oversee firm relationships with external service providers including auditors and tax counsel. Establish timelines for ongoing projects in conjunction with firm leadership across investment, operations, business development and technology teams. Prepare and maintain goals and career development plans for all team members. Staff and scale finance, accounting, operations, and technology teams efficiently during rapid growth. Contribute to all aspects of management planning of the firm through participation in relevant corporate committees including the Executive Committee. Continue buildout of the firm’s financial architecture as needed to accommodate growth through multiple fund launches. Desired Qualifications: 15 + years of relevant work experience with at least several years in leadership roles as a CFO, Finance Director, or Controller. Previous public accounting experience preferred. Proven track record within the Asset Management / Alternative Investment industry. . CPA (STRONGLY PREFERRED). MBA, CFA or other professional designations preferred. Experience working at public company (successful IPO experience preferred). Knowledge of all elements of financial reporting and accounting for Investment Management. Expertise of finance, accounting, and treasury within the Asset Management / Alternative Investment Extensive knowledge of accounting standards including ASC 946, Investment Company Accounting Experience operating in the context of an SEC and FINRA regulated Registered Investment Advisor and detailed knowledge of relevant securities regulations at the State and Federal Level including in-depth knowledge of the Securities Act of 1933 and the Investment Company Act of 1940. Recent experience managing relationships with Investors and with the Board of Directors Hands on experience with managing complex accounting systems with an eye on automating accounting functions. Knowledge of ERP and experience transitioning ERP systems in high activity environments (+). Experience or strong knowledge of the operations of a YieldCo and other public company structures (+). Strong project management skills and the ability to manage multiple projects at once. Excellent written, verbal and presentation skills. Strong technology skills. Apply Name: Email: Phone: Resume: Dedicated to the placement of high caliber financial professionals throughout the entire New York/Tri-State Region. We are a market leader in permanent, long term consulting and temporary staffing.We remain true to the ideal that each client is our best client. Our roster of long standing business relationships is quite extensive and remains the very foundation to our continued success.
More Information
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USD
Month
- Address New York, NY
- Salary Offer 250.000 +