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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
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.