Funding Director/CFO Advisory
About The Position
An alternative investment client in need of a Funding Advisor/Fractional CFO. Qualified Candidate will spend approximately 90% of their schedule working on one large client. The other 10% will be strategic firm ops including leading and running occasional trainings for other staff members and assisting partners with strategic initiatives. Client is a highly successful hedge fund/endowment fund Manager. Investment strategies include both investments in public securities and private equity investments. Multiple funds and financial management of two family offices is in scope for this role. This is a great role where the right person will get to serve in a CFO capacity but have the support, expertise and knowledge of a full professional services firm.
Requirements
- Total of 8 years minimum experience with at least 4 yrs in public accounting.
- Experience with alternative investment funds and/or family offices
- Investment company accounting experience
- Experience with Registered Investment Advisors
- High attention to detail with minimal errors and mistakes in work product
- High level of responsiveness
- Moderate to strong excel skills needed
- Strong organizational skills
- QuickBooks online experience
- Registered Investment Advisor compliance understanding
- Excellent communication skills
- Hybrid in Tampa- in office on Mondays, Wednesdays and Thursdays. Could be flexible/remote for the right person though this is not preferred.
Responsibilities
- Leading and running occasional trainings for other staff members
- Assisting partners with strategic initiatives
- Financial management of two family offices
Benefits
- Full benefits
- 10% bonus target
- 401k match
- Discretionary PTO
- Relocation assistance up to $5,000
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
