Overview • Lead financial operations and reporting for a diverse portfolio in a dynamic investment environment. • Collaborate with senior leadership to drive strategic financial planning and decision-making processes. • Ensure compliance with financial regulations and maintain integrity in financial records and tax preparation. • Conduct detailed financial analysis to support investment strategies and due diligence activities. • Enhance operational efficiency across portfolio companies through innovative financial initiatives. • Manage sensitive financial matters with professionalism and discretion in a high-performing environment. • Develop expertise in accounting, finance, and operations within a growth-oriented organization. • Contribute to the success of a collaborative finance team focused on excellence and innovation. Key Responsibilities & Duties • Prepare and analyze financial statements, ensuring accuracy and compliance with standards. • Support month-end and year-end close processes for multiple entities within the portfolio. • Assist portfolio companies with financial planning, forecasting, and operational improvements. • Conduct financial research and analysis to evaluate investment opportunities and M&A activities. • Implement financial controls and reporting processes to ensure organizational efficiency. • Provide analytical support to investment teams and family office operations. • Maintain confidential financial records with the highest level of integrity and professionalism. • Collaborate with leadership to align financial strategies with organizational goals and objectives. Job Requirements • Bachelor's degree in Accounting or Taxation is required for this position. • CPA certification is mandatory to meet professional standards. • Minimum of 3 years of accounting experience is required, with 4 years preferred. • Proficiency in Microsoft Office, particularly Excel, is essential for daily tasks. • Strong organizational skills and attention to detail are critical for success. • Excellent written and verbal communication abilities are necessary for effective collaboration. • Experience in financial controls, reporting, and operational improvement is advantageous. • Ability to handle sensitive information with discretion and professionalism is required.