Chief Financial Officer

Overview

• Lead the financial strategy and operations of a growing investment platform with institutional backing and ambitious growth objectives.
• Collaborate with executive leadership to shape and execute strategic initiatives for scaling the organization effectively.
• Oversee fund structuring, regulatory compliance, and financial reporting to support institutional fund formation and growth.
• Drive operational due diligence, transaction execution, and portfolio strategy development to ensure robust investment performance.
• Develop scalable finance processes, controls, and reporting infrastructure to support organizational expansion.
• Coordinate with external auditors, legal counsel, and advisors to ensure compliance and operational efficiency.
• Contribute to enterprise-level decision-making and organizational development to enhance the platform's capabilities.
• Support talent acquisition and development within finance and operations teams as the firm scales.

Key Responsibilities & Duties

• Partner with executive leadership on strategic initiatives and scaling efforts for the investment platform.
• Build and lead the finance infrastructure, including fund structuring and management operations.
• Support fundraising strategies, investor diligence processes, and regulatory readiness for institutional fund formation.
• Manage liquidity planning, forecasting, and capital deployment visibility to optimize financial operations.
• Participate in operational due diligence and transaction execution to ensure investment success.
• Provide financial insights on acquisitions and platform scaling opportunities to drive growth.
• Establish scalable finance processes, controls, and reporting infrastructure to support organizational expansion.
• Coordinate with external auditors, legal counsel, and advisors to ensure compliance and operational efficiency.

Job Requirements

• 15+ years of experience in finance leadership roles within private equity or infrastructure platforms.
• Proven expertise in fund structuring, management operations, and institutional fund launches.
• Strong exposure to SEC registration preparation and regulatory compliance processes.
• Experience in operational due diligence, M&A execution, and portfolio strategy development.
• Demonstrated ability to scale finance infrastructure and manage complex financial operations.
• Educational background in finance or related fields; advanced certifications preferred.
• Exceptional strategic and operational execution skills with hands-on leadership capabilities.
• Proven ability to collaborate effectively with executive leadership and external advisors.