Chief Financial Officer

Overview

• Lead the finance and operations functions for a dynamic investment firm specializing in AI and technology innovation.
• Oversee financials for funds, co-investment vehicles, and management company operations.
• Develop and manage the finance and operations team, ensuring optimal performance and growth.
• Collaborate with founders on strategic financial planning and budgeting initiatives.
• Establish robust financial controls and infrastructure to support scaling operations.
• Represent the firm's financials to investors, auditors, and stakeholders with professionalism.
• Operate autonomously as the senior financial leader, driving impactful decisions.
• Contribute to a positive and energetic team culture focused on success.

Key Responsibilities & Duties

• Manage fund accounting processes, including capital calls, distributions, NAV, and carried interest.
• Oversee limited partner onboarding, ensuring compliance with KYC/AML and accreditation standards.
• Lead annual audit and tax cycles, coordinating efforts with external auditors and advisors.
• Supervise treasury and cash management across multiple investment vehicles.
• Develop and implement financial controls and systems to enhance operational efficiency.
• Partner with founders on fund economics and strategic financial initiatives.
• Bring finance and operations functions in-house, setting high operational standards.
• Mentor and develop the finance and operations team, fostering professional growth.

Job Requirements

• Bachelor of Science (BS) degree in finance, accounting, or related field required.
• Minimum of 10 years of finance experience, with leadership roles in investment firms or fund administration.
• Proficiency in fund finance, including capital calls, NAV, and GAAP financials (ASC 946).
• Experience managing audits, tax cycles, and compliance processes effectively.
• Strong judgment and ability to operate autonomously in fast-paced environments.
• CPA certification strongly preferred for enhanced financial expertise.
• Excellent leadership and team development skills to foster a positive culture.
• Ability to represent financials professionally to stakeholders and investors.