Director of Accounting, Portfolio Operations

QC Capital; Charlotte (NC); On-site; USD 100,000 - 150,000; Part time

Job summary

A financial investment firm based in Charlotte, NC, is seeking a Director of Accounting, Portfolio Operations. This part-time role will lead the financial oversight and governance across various portfolio investments. The ideal candidate will ensure accurate financial reporting and compliance while improving processes and internal controls. Candidates should have at least 8 years of accounting experience, preferably in real estate or private equity, and possess a CPA degree.

Qualifications

• 8+ years of progressive accounting experience with leadership responsibility over multi-entity or portfolio accounting.
• Experience in real estate investment, private equity, or multi-entity operating structures strongly preferred.
• Strong knowledge of GAAP, financial consolidation, and internal controls.

Responsibilities

• Oversee accounting and financial reporting for multiple portfolio companies and investment entities.
• Ensure consistency, accuracy, and compliance across entity-level financials.
• Establish and maintain internal controls and accounting policies across portfolio entities.

Skills

Strategic financial analysis and reporting

Process standardization and scalability

Risk management and compliance oversight

Executive communication and stakeholder alignment

Education

Bachelor’s degree in Accounting, Finance, or related field (CPA strongly preferred)

Tools

Advanced Excel-based financial modeling

Job description

Job Title: Director of Accounting, Portfolio Operations

Company: QC Capital

Reports To: Chief Executive Officer (CEO)

Work Arrangement: Part-Time | In-Office

Position Overview

QC Capital is seeking a Director of Accounting, Portfolio Operations to lead financial oversight and accounting governance across its portfolio of entities and investments. This role is responsible for ensuring accurate portfolio-level financial reporting, strengthening internal controls, and building scalable accounting processes that support growth, investor transparency, and operational performance.

The Director will serve as the senior accounting authority for portfolio operations, providing executive leadership with timely financial intelligence and ensuring financial integrity across multiple entities and partnerships.

Primary Responsibilities

• Oversee accounting and financial reporting for multiple portfolio companies and investment entities.
• Ensure consistency, accuracy, and compliance across entity-level financials.
• Review and consolidate financial statements for portfolio-level performance analysis.

Financial Reporting & Performance Insights

• Produce timely monthly, quarterly, and annual portfolio financial reports.
• Develop executive dashboards highlighting performance trends, KPIs, and variance analysis.
• Deliver actionable financial insights to support asset performance and strategic decision-making.

Multi-Entity & Investment Structure Management

• Oversee accounting for partnerships, holding companies, and investment structures.
• Monitor capital accounts, contributions, distributions, and ownership allocations.
• Support investor reporting and ensure transparency in financial performance.

Internal Controls & Compliance

• Establish and maintain internal controls and accounting policies across portfolio entities.
• Ensure compliance with GAAP, tax regulations, and financial reporting requirements.
• Coordinate with external auditors, tax advisors, and third-party accounting providers.

Process Improvement & Operational Efficiency

• Standardize accounting workflows and reporting templates across portfolio operations.
• Evaluate and improve financial systems, integrations, and reporting tools.
• Oversee outsourced accounting providers and ensure service quality and accuracy.

Budgeting, Forecasting & Cash Flow Management

• Support budgeting and forecasting processes for portfolio entities.
• Monitor cash flow, liquidity, and financial risk indicators across the portfolio.
• Provide recommendations to optimize capital allocation and operational efficiency.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or related field (CPA strongly preferred).
• 8+ years of progressive accounting experience, with leadership responsibility over multi-entity or portfolio accounting.
• Experience in real estate investment, private equity, or multi-entity operating structures strongly preferred.
• Strong knowledge of GAAP, financial consolidation, and internal controls.
• Proficiency in accounting systems and advanced Excel-based financial modeling.
• Demonstrated ability to build scalable processes and oversee third-party accounting relationships.

Core Competencies

• Strategic financial analysis and reporting
• Process standardization and scalability
• Risk management and compliance oversight
• Executive communication and stakeholder alignment

Strategic Impact

This role is critical to ensuring financial transparency, strengthening portfolio oversight, and providing executive leadership with the financial clarity necessary to optimize asset performance and support long-term investment growth.