Vice President - Controller

Selby Jennings; Town of Florida (NY); Hybrid; USD 180,000 - 220,000; Full time

Job summary

A prominent investment firm is seeking a seasoned finance leader to oversee accounting and reporting functions for its credit investment platform. Responsibilities include managing fund operations, financial reporting, and audits. Candidates should have a Bachelor's/Master's in Accounting or Finance, CPA preferred, and 12+ years in investment management. This role offers competitive compensation in a hybrid work model.

Qualifications

• 12+ years of experience in investment management focused on private credit.
• Experience with public accounting or audit preferred, especially Big 4.
• Familiarity with regulatory reporting under the Investment Company Act is a plus.

Responsibilities

• Direct the end-to-end financial reporting cycle for multiple credit funds.
• Manage relationships with third-party fund administrators.
• Lead annual audit processes and coordinate with external auditors.
• Review and approve capital account statements and financials.
• Oversee capital call and distribution workflows.
• Partner with legal, tax, and compliance teams.
• Collaborate with investor relations on marketing materials.
• Provide insights and recommendations on operational improvements.

Skills

Financial reporting

Fund operations management

Audit coordination

Investor communications

Operational improvement

Mentorship

Education

Bachelor's or Master's degree in Accounting, Finance, or related field

CPA designation or progress toward certification

Job description

This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $200,000.00/yr

Direct message the job poster from Selby Jennings

Department: Finance

Location: Miami, FL (Hybrid Work Model)

Reports To: Senior Vice President, Finance

Position Overview

A prominent investment firm is seeking a seasoned finance leader to oversee the accounting and reporting functions for its credit investment platform. This individual will be responsible for managing fund operations, financial reporting, audits, and investor communications across a diverse set of credit-focused vehicles. The role also includes strategic involvement in product development and operational enhancements as the platform continues to expand.

Key Responsibilities

• Direct the end-to-end financial reporting cycle for multiple credit funds.
• Manage relationships with third-party fund administrators, ensuring accuracy and timeliness of deliverables.
• Lead annual audit processes and coordinate with external auditors.
• Review and approve capital account statements, financials, and performance metrics.
• Oversee capital call and distribution workflows, including waterfall and allocation reviews.
• Partner with legal, tax, and compliance teams to ensure adherence to fund documentation and internal policies.
• Support valuation processes and ensure consistency in reporting methodologies.
• Assist with structuring and monitoring fund-level financing arrangements.
• Collaborate with tax advisors on investor tax reporting and entity-level structuring.
• Work closely with investor relations to develop and refine marketing materials, presentations, and investor updates.
• Ensure financial disclosures in external communications are accurate and compliant.
• Contribute to fund structuring discussions, including modeling, terms, and tax considerations.
• Participate in meetings with legal counsel, placement agents, and internal stakeholders to support fundraising and product launches.
• Serve as a senior point of contact for investor inquiries and operational questions.
• Provide insights and recommendations to leadership on operational improvements and scalability.
• Mentor junior team members and contribute to a culture of excellence and accountability.

Qualifications

• Bachelor's or Master's degree in Accounting, Finance, or related field; CPA designation or progress toward certification preferred.
• Minimum of 12 years of experience in investment management, with a focus on private credit, structured finance, or syndicated lending.
• Background in public accounting or audit (Big 4 experience preferred).
• Familiarity with regulatory reporting under the Investment Company Act of 1940 is a plus.