The Role
You will oversee day‑to‑day accounting and reporting responsibilities, ensuring accurate financial close processes while partnering with internal teams across investments, operations, and compliance. The role offers meaningful exposure to complex transactions, fund structures, and senior stakeholders.
Key Responsibilities
- Manage monthly and quarterly close processes across management company and investment entities
- Review journal entries, reconciliations, and financial statements
- Support GP, fund, and investor reporting requirements
- Coordinate with external auditors and service providers
- Help scale and improve accounting processes and internal controls as the platform grows
- Mentor and develop junior accounting staff
Ideal Background
- 6-10+ years of accounting experience, ideally within financial services, asset management, private credit, private equity, or public accounting
- CPA strongly preferred
- Strong knowledge of GAAP and financial reporting
- Experience working in fast‑paced, high‑performance environments
- Hands‑on, detail‑oriented, and comfortable owning outcomes
Why This Opportunity
- High‑visibility role within a premier investment platform
- Strong growth trajectory and long‑term career upside
- Collaborative culture with real decision‑making exposure
- Competitive compensation and benefits
Next Steps
If you're an Accounting Manager (or strong Senior Accountant) in Charlotte looking to take the next step, I would welcome a confidential conversation. Message me directly or comment below.
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