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Vice President, Finance and Accounting

Our client, a leading asset manager (~$300B AUM), is looking to add a Vice President of Finance and Accounting to their team in New York City. This role is offering a hybrid schedule and major development opportunities.

Key Responsibilities

  • Lead the consolidation of financial data and deliverables for quarterly public company reporting and regulatory filings
  • Manage end-to-end reporting processes across credit and real estate investment platforms
  • Perform technical accounting research and prepare memos for complex and non-routine transactions
  • Oversee data integration and validation from third-party administrators to ensure accuracy and consistency
  • Drive process improvements and centralization initiatives to enhance data quality and reporting efficiency
  • Review financial outputs and support audit and compliance requirements
  • Manage and mentor junior team members, including oversight of workload and professional development
  • Collaborate cross-functionally with finance, operations, and external service providers to meet reporting deadlines

Qualifications

  • Experience: 5-7 years in public accounting or financial services, with exposure to investment management and SEC reporting
  • Education/Certification: Bachelor’s or Master’s degree in Accounting or Finance; CPA (completed or in progress) required
  • Technical Skills: Advanced Excel required; experience with Alteryx, Power BI, or Advent Geneva is a plus
  • Soft Skills: Strong leadership and mentoring abilities, strategic mindset, and the ability to collaborate effectively across teams such as FP&A and platform finance

For more information, please apply or contact [email protected] directly.