Leading Global Alternative Investment Firm
About the Opportunity
A leading global alternative investment firm is seeking an accomplished Vice President of Finance to take on a senior leadership role within its U.S. Corporate Finance organization.
Reporting directly to the U.S. Controller, this position offers significant visibility across the organization, including direct exposure to executive finance leadership and collaboration with business leaders across multiple investment strategies.
This is a highly visible leadership opportunity for an experienced finance executive who brings a strong combination of technical accounting expertise, operational leadership, strategic thinking, and a demonstrated ability to drive organizational transformation.
The Vice President will oversee the day-to-day management of U.S. Corporate Finance, ensuring financial integrity, operational efficiency, and effective collaboration across business units.
Beyond traditional accounting and reporting responsibilities, this individual will play a critical role in modernizing the finance organization through process improvement, technology, artificial intelligence, and automation.
The ideal candidate is a proven people leader who can develop high-performing teams, build strong relationships across the organization, and translate strategic priorities into measurable results.
Key Responsibilities
- Provide senior leadership and oversight of corporate accounting and financial reporting across the Management Company, affiliated investment advisory entities, and regulated broker-dealer operations.
- Oversee the preparation, accuracy, and timely delivery of consolidated and standalone financial statements.
- Manage accounting activities involving corporate entities, balance sheet investment portfolios, and related consolidation requirements.
- Partner with internal investment and finance teams to ensure accurate accounting and reporting for balance sheet investments.
- Oversee external reporting obligations, including financial covenant reporting and regulatory filings.
- Serve as a key stakeholder throughout the external audit process, coordinating with external auditors and internal finance teams.
- Maintain strong accounting policies, reporting standards, and internal controls across the organization.
Corporate Finance Operations
- Provide strategic leadership across corporate finance operations, including accounts payable, accounts receivable, expense allocations, and time and expense management.
- Oversee financial operations supporting multiple investment advisory entities.
- Partner with senior finance operations leaders to manage onshore and offshore teams.
- Oversee fund and advisor payments, expense allocations, revenue recognition, and invoicing to investment funds and portfolio companies.
- Ensure effective management of receivables, collections, treasury activities, and payment processes.
- Identify opportunities to improve operational efficiency, reporting accuracy, and service delivery.
- Establish accountability and performance standards across finance operations.
Finance Transformation, Technology & Automation
A major focus of this position will be leading the continued evolution of the Corporate Finance organization.
- Develop and execute initiatives to modernize financial processes, systems, and operating models.
- Identify opportunities to leverage AI, automation, and emerging technologies to improve efficiency and scalability.
- Evaluate existing workflows and implement solutions that reduce manual processes and improve accuracy.
- Lead process improvement initiatives across accounting, reporting, and finance operations.
- Assess existing internal controls, identify operational risks, and implement appropriate enhancements.
- Partner with technology and business stakeholders to support systems improvements and organizational transformation.
- Help establish a scalable finance infrastructure capable of supporting continued business growth.
Strategic Leadership & Cross-Functional Collaboration
- Serve as a trusted partner to the U.S. Controller in establishing priorities, driving execution, and maintaining high standards across Corporate Finance.
- Collaborate with senior finance leaders across multiple investment strategies and business units.
- Work closely with international finance teams and regional controllers to promote consistent policies and procedures.
- Partner with FP&A on budgeting, forecasting, financial planning, and performance reporting.
- Collaborate with Compliance, Risk Management, Legal, and Tax on regulatory requirements, entity structures, and financial matters.
- Represent Corporate Finance in strategic, cross-functional initiatives.
- Provide senior leadership with insights and recommendations that support informed business decisions.
- Lead, mentor, and develop a high-performing organization consisting of directors, managers, and finance professionals.
- Provide leadership across both domestic and offshore teams.
- Establish clear expectations, accountability, and performance standards.
- Support talent development, succession planning, and organizational effectiveness.
- Foster a collaborative culture focused on continuous improvement, innovation, and operational excellence.
- Build strong relationships across departments and promote effective communication throughout the organization.
Qualifications & Experience
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- 15+ years of progressive accounting and finance experience, including significant leadership responsibility.
- Strong background in asset management, private equity, alternative investments, or financial services.
- Experience overseeing corporate accounting and finance functions at the Management Company or corporate level.
- Advanced technical knowledge of U.S. GAAP, tax basis accounting, and consolidated financial reporting.
- Demonstrated experience managing complex accounting and finance operations.
- Proven success leading multi-layered teams, including directors, managers, and offshore or outsourced resources.
- Strong understanding of financial controls, risk management, and audit requirements.
- Experience leading process improvements, technology initiatives, and finance transformation projects.
- Excellent communication skills and the ability to work effectively with senior executives and business leaders.
Preferred Experience
- Previous public accounting experience.
- Experience within a private equity or alternative investment management company.
- Exposure to broker-dealer accounting and regulatory reporting.
- Experience overseeing accounting across multiple legal entities and investment advisory businesses.
- Demonstrated success implementing AI, automation, and technology-driven improvements within corporate finance.
- Experience collaborating with global finance teams and managing outsourced service providers.
Ideal Candidate Profile
We are looking for a senior finance executive who combines deep technical expertise with exceptional leadership capabilities.
The successful candidate will demonstrate:
- Strong People Leadership: A proven ability to build, motivate, and develop high-performing finance teams.
- Strategic Thinking: The ability to understand broader business objectives and translate them into effective financial strategies.
- Transformation Experience: A track record of improving processes, implementing technology, and modernizing finance operations.
- Technical Excellence: Strong accounting expertise and the judgment to navigate complex financial and regulatory matters.
- Executive Presence: Confidence and credibility when partnering with senior leadership and key stakeholders.
- Collaborative Approach: The ability to build relationships across business units, functions, and geographic regions.
- Hands-On Leadership: A willingness to engage directly in complex issues while maintaining a strategic perspective.
Why Consider This Opportunity?
This position offers an exceptional opportunity for an experienced finance leader to make a meaningful impact within a sophisticated global investment management organization.
Key highlights include:
- Significant exposure to senior executive leadership, including the U.S. Controller and Deputy CFO.
- Broad responsibility across corporate accounting, reporting, finance operations, and transformation initiatives.
- Opportunity to lead and develop an established team of finance professionals.
- Direct involvement in strategic initiatives that will shape the future of the finance organization.
- Exposure to multiple investment strategies, business units, and international finance operations.
- Opportunity to introduce innovative technologies, AI, and automation into a complex financial environment.
- A highly visible position with meaningful responsibility and influence across the organization.