Job Description

This role will support the Private CFO team across process improvement activities, core financial reporting, and forecasting.

Key Responsibilities
-Support and participate in key automation and process improvement initiatives
-Assist with ongoing deliverables, including calculation and delivery of Firm equity and carried interest estimates to the Firm’s General Ledger
-Perform weekly monitoring and forecasting of current quarter projected investment related revenue, including public market pricing, FX impacts, and private valuation estimates
-Produce quarterly PPNR revenue and balance sheet forecasts, including assumption collection, input validation, and review of model outputs across revenue streams and related expenses
-Partner with cross functional Finance teams to enhance financial processes, controls, and systems
-Contribute to ad hoc analyses, projects, and initiatives as business needs arise

Required Skills & Qualifications
-Strong organizational, communication, and interpersonal skills
-Experience creating, enhancing, and maintaining process documentation
-Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Power BI experience preferred
-Familiarity with financial systems such as TM1 is a plus
-Demonstrated attention to detail, accuracy, and adherence to deadlines
-Strong control mindset with sound problem solving and critical thinking skills
-Ability to manage multiple priorities effectively in a fast paced environment
-Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, Credit) preferred
-Bachelor’s degree in Finance, Accounting, or a related field preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.