Finance Associate
About The Position
Roark is adding to their finance team to support continued growth. We are seeking a Finance Associate that will report to the Finance Manager and Chief Financial Officer. The Finance Associate will be a member of the finance team, with responsibility for the reporting and maintenance of records of Roark’s employee investment vehicles, support of the firm’s employee compensation processes, and management company FP&A. The Finance Associate will be expected to play an active role in day-to-day operations and projects, with direct exposure to senior leadership and a working understanding of how Roark's funds and employee vehicles are economically structured.
Requirements
- Bachelor’s degree in accounting/finance or relevant field
- 1-3 years of prior accounting experience – Big 4 / Public Accounting preferred
- CPA or CPA candidate
- Strong analytical, problem solving, critical thinking and decision-making skills, with the ability to multitask and deliver under tight deadlines; the candidate should be a self-starter that handles complexity well and identifies potential solutions.
- Excellent interpersonal and communication skills and a demonstrated ability to work collaboratively with cross-functional teams.
Nice To Haves
- Experience with partnership accounting a plus
- Experience in Investran a plus
Responsibilities
- Responsible for the capital and carried interest reporting for all of Roark’s employee vehicles
- Prepare capital call and distribution calculations, allocations, and investor notices
- Assist with the preparation of investor capital account statements and various ad hoc reports
- Maintain and reconcile employee investor database
- Support and enhance employee compensation processes and initiatives
- Support management company FP&A, including annual budget preparation, forecasting and variance analysis
- Be an integral part of Finance function by providing support to employee investors while ensuring investor queries are responded to on a timely basis
- Become a champion of core systems used in day-to-day tasks, including, but not limited to, Investran, DX and Kyriba
Benefits
- Base salary plus annual performance bonus
- Medical, dental, vision, life insurance and long-term disability insurance
- 401k with employer match
- Paid time off and holidays
- Breakfast, lunch, snacks and drinks are provided daily in the office
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
