Vice President Finance

Randstad USA; Dallas (TX); On-site; USD 180,000 - 290,000; Full time

Job summary

Randstad USA is seeking a VP, Finance for a fast-paced, entrepreneurial asset management firm in Dallas. This executive will define and drive the firm’s financial vision, capital strategy, and long-term growth, partnering with the CEO and senior leadership to align planning with business objectives.

The role oversees all accounting, budgeting, treasury, and finance reporting, ensuring regulatory compliance, audit readiness, and financial integrity as the firm scales toward aggressive growth.

Qualifications

• Bachelor’s degree required.
• CPA license required.
• 15+ years of relative industry experience.
• Excellent verbal and written communication skills.
• Hands-on leadership in a complex environment.

Responsibilities

• Lead annual budget, forecasting, and multi-year financial planning.
• Develop pricing models for services across business lines (Advisory, Investment Management, etc.).
• Support investor relations, Excalibur communications, and investor presentations.
• Partner with compliance and legal on RIA and broker-dealer financial filings.
• Review detailed Profit & Loss statements and Balance Sheet.

Skills

Verbal and written communication

Leadership

Hands-on

Team player

Education

Bachelor's degree

CPA License

Job description

Randstad is presently conducting a search for a VP, Finance for a well-established, fast-paced, entrpreneurial alternative asset management firm in Dallas. This is the firm's 1st Finance hire that will have opportunity to become CFO. This role will define and execute the firm’s financial vision, capital strategy, and long-term growth plan. This role partners closely with the CEO/Managing Partner and senior leadership to align financial planning with business objectives, ensure

institutional-grade reporting, and drive operational excellence. With oversight of all accounting, budgeting, treasury, and finance reporting functions, this leader ensures financial integrity, regulatory compliance, and audit readiness.

Key Responsibilities:

• Lead annual budget, forecasting, and multi-year financial planning
• Develop pricing models for services across business lines (Advisory, Investment Management, etc.)
• Supports investor relations, Excalibur communications, and investor presentations
• Partner with compliance and legal on RIA and broker-dealer financial filings
• Reviews and analyzes detailed Profit & Loss statements and Balance Sheet
• Sheets to ensure accuracy and alignment with financial reporting standards
• Monitors Budget vs. Actual performance on a monthly and quarterly basis, identifying key variances and supporting data-driven decision- making
• Oversee and execute the year-end close process, ensuring timely and accurate financial closure
• Develops and finalizes the annual operating budget, aligning with strategic and operational priorities
• Reviews and approves Fair Market Value (FMV) valuations for equity and portfolio assets
• Approves the financial reporting package prepared by the fund accountant for submission to external auditors
• Reviews and approves audit support packages for completeness, accuracy, and audit readiness
• Administers payroll and employee benefits, ensuring compliance with regulatory and internal requirements
• Oversee bank borrowings, including monitoring credit lines and initiating borrowings or repayments as necessary

The ideal candidate will have a bachelor's degree, 15 + years of relative industry experience, CPA License, top-notch verbal and written communication skills, be able to work well in a complex environment, and be a hands-on team player with a great leadership approach.