Associate, Office of CAO
About The Position
TPG is seeking a detail-oriented and proactive Associate to join the office of the Chief Accounting Officer - Credit. This role is designed for an early-career professional who thrives in a fast-paced environment and seeks a high-level, cross-platform vantage point rather than a traditional single-fund accounting path. Reporting to a Vice President, the Associate will handle the essential "heavy lifting" of data collection, reporting tasks, and file ownership. This position provides an opportunity to learn complex fund concepts while supporting the firm’s overarching financial operations, and without being dedicated to one specific vehicle. This position requires collaboration with high-caliber Credit and Real Estate teams—composed largely of former Big 4 CPAs—to organize and report data and ensure platform-wide alignment. Typical hours are 8:30am to 6:30pm but the individual must be flexible to work additional hours earlier or later as needed, especially during quarterly reporting cycles, and when critical deadlines must be met.
Requirements
- 2–3 years of relevant professional experience in public accounting and/or the financial services industry, with exposure to investment management and SEC reporting.
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field; CPA designation (completed or in process) is required.
- Advanced Excel skills (complex formulas and data presentation) are essential; experience with Alteryx, Power BI, or Advent Geneva is a significant plus.
- Excellent verbal and written communication skills, with a proven track record of building relationships across different functional groups.
- A proactive "owner" mindset with a strong interest in leveraging technology, automation, and AI to improve traditional accounting workflows.
Responsibilities
- Serve as the primary support for data aggregation, coordinating the collection of financial reporting deliverables across the Credit and Real Estate platforms.
- Execute reporting tasks and maintain detailed workbooks to ensure consistency in data reported to the public company.
- Prepare initial variance analysis and trend reports, identifying data anomalies for review by the Vice President and CAO- Credit.
- Assist in drafting communications regarding fund-specific nuances and reporting treatments for inclusion in public company filings.
- Develop a foundational understanding of complex fund concepts, through fund operating metrics.
- Execute recurring centralization initiatives, such as system access reviews and the collection of critical compliance documentation.
- Support accounting research efforts by gathering data and documentation related to non-routine transactions and new accounting applications.
- Liaise with Third-Party Administrators (TPA) to monitor performance and assist with projects aimed at enhancing data integration.
- Identify routine, manual reporting tasks that are candidates for automation and assist in building solutions using Alteryx or Power BI.
- Maintain and update automation workflows as reporting requirements evolve, ensuring tools remain functional and accurate.
- Utilize AI-assisted tools to improve the speed and accuracy of routine data collection and Excel-based modeling.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
