Join a private investment and enterprise management organization supporting a diverse portfolio of business, investment, and philanthropic activities. This is a highly visible finance leadership opportunity for an experienced accounting professional who enjoys driving transformation, improving processes, and partnering with executive leadership.
This role offers a unique blend of accounting leadership, financial planning, systems optimization, and operational improvement, making it an excellent fit for someone looking to influence the future direction of a growing finance organization.
Why This Opportunity Stands Out
- High-impact leadership role with significant organizational visibility
- Opportunity to help shape and modernize the finance function
- Exposure to executive leadership and strategic decision-making
- Lead major finance transformation and systems improvement initiatives
- Ability to build, mentor, and develop a high-performing team
- Blend of strategic and hands‑on responsibilities
- Work within a sophisticated, multi-entity operating environment
- Strong compensation, benefits, and relocation support
Key Responsibilities
- Lead budgeting, forecasting, and financial reporting activities
- Oversee multi-entity accounting processes and financial operations
- Manage cost allocation methodologies and intercompany accounting activities
- Drive finance systems optimization and implementation initiatives
- Develop scalable accounting processes, controls, and reporting frameworks
- Partner with Treasury, Tax, Accounting, and operational business leaders
- Prepare management reporting and executive-level financial presentations
- Lead process improvement and automation initiatives across finance
- Support strategic projects that enhance organizational effectiveness
- Mentor, develop, and grow members of the accounting and finance team
Qualifications
- Bachelor's degree in Accounting or related field
- CPA strongly preferred
- 10+ years of progressive accounting and finance experience
- Public accounting foundation combined with industry experience
- Proven leadership experience managing and developing teams
- Strong background in financial reporting, budgeting, and forecasting
- Experience within complex multi-entity environments
- Strong understanding of intercompany accounting and cost allocation methodologies
- Experience leading or supporting ERP implementations, finance transformations, or systems enhancements
- Excellent analytical, organizational, and communication skills
Preferred Experience
Candidates may stand out with experience in:
- Multi-entity or investment-focused organizations
- Family office environments
- Foundation or nonprofit accounting
- Corporate accounting leadership roles
- Microsoft Dynamics, Business Central, or similar ERP platforms
- Business intelligence and reporting tools
- Financial planning and performance management systems
- Process automation and finance transformation initiatives
- Executive presence and strong stakeholder management skills
- Strategic thinker with a hands‑on approach
- Collaborative leadership style
- Highly organized and detail-oriented
- Strong problem-solving abilities
- Process improvement focused
- Adaptable within complex and evolving environments
- Passion for mentoring and developing talent
- Ability to balance big-picture strategy with operational execution
- Base salary: Up to $300,000
- Relocation assistance available
- Comprehensive medical, dental, and vision coverage
- Retirement savings plan with company contributions
- Generous paid time off package
- Employee-focused benefits and wellness offerings
We are committed to building an inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives. We welcome applicants from all backgrounds and believe that diversity of thought, experience, and identity strengthens our organization. Employment decisions are made based on qualifications, merit, and business needs, and we are proud to provide equal opportunities to all candidates throughout the hiring process.