兼职财务主管(顾问网络)
Fractional Controller (Advisor Network)
职位概述
Arootah 与经过筛选的高级运营人员网络合作,为替代投资行业的客户(包括对冲基金、私募股权公司和家族办公室)提供支持。当客户需求与顾问的专业技能匹配时,顾问将参与基于项目的合作。加入网络并不保证获得职位;而是会在有合适机会时提供访问权限。
为什么加入 Arootah 网络
- 仅限替代行业的项目,与对冲基金、私募股权公司和家族办公室合作
- 基于项目的任务,可灵活安排在现有工作之外
- 客户开发和项目管理由 Arootah 负责;顾问专注于交付
关于 Arootah
Arootah 是一家专为替代投资行业打造的人才解决方案公司。我们既提供建议也执行任务,覆盖从入门到退出的完整人才领域,包括五大服务:人才招聘、兼职领导力、人才发展、保留与薪酬以及过渡支持。
大多数人才公司只解决一个问题。因为我们覆盖整个人才领域,所以可以帮助客户识别并解决正确的问题。我们从诊断开始,然后进行交付。
我们的团队曾在替代投资公司担任最高管理层职位,如首席运营官、首席财务官和首席合规官。这种运营经验,结合15年以上的替代行业招聘经验,以及覆盖18个职能领域的700多名经过审核的顾问网络,使我们的建议具有可信度,执行可靠。我们还利用600多名教练的网络,部署那些在替代行业指导高级管理人员方面有特定经验的教练。
一个行业。一个人才合作伙伴。从入门到退出。
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我们寻找的人选
Arootah 正在寻找有经验的财务总监,为我们的高端客户群提供咨询服务。作为顾问,您将与我们的替代资产公司和家族办公室客户合作,提供专业建议。您之前曾担任过这一领导职务,有具体的实际经验,支持首席财务官(CFO)管理领先替代资产公司或家族办公室的日常会计和财务职能。
核心专业领域
- 最佳实践审查
- 制定现实有效的行动计划
- 将目标分解为可操作步骤
- 提供供应商选择和监督建议
- 制定和实施政策、流程和控制措施
- 评估每位客户在实现目标方面的进展
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Opportunity Overview
Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.
Why Join the Arootah Network
- Alt-industry-only engagements with hedge funds, private equity firms, and family offices
- Project-based work that fits around existing commitments
- Client origination and engagement management handled by Arootah; advisors focus on delivery
About Arootah
Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.
Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver.
Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry.
One industry. One talent partner. Entry to exit.
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Who We’re Looking For
Arootah is searching for experienced Controllers to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience supporting the Chief Financial Officer (CFO) in managing the day-to-day accounting and finance functions for a leading Alternative Asset Firm or Family Office.
Core Areas of Expertise
- Best practice reviews.
- Developing realistic and effective action plans.
- Breaking apart goals into actionable steps.
- Advising on vendor selection and oversight.
- Creating and implementing policies, procedures, and control measures.
- Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
- Special projects or other areas of need.
- Maintain the financial records of the firm, through collaboration with and management of the firm’s external accounting company and the CFO through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports.
- Control and review the payroll processing system to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions
- Manage the month-end close process, which includes collaborating with the CFO, external accountants, and other teams across the firm.
- Enhance the operational efficiency, timeliness, and quality of the firm’s financial reporting through the collection, consolidation, and analysis of financial data.
- Manage accounts receivables and payables including the timely collection of receivables and payment of invoices.
- Provide senior leadership with information vital to decision-making processes including budget versus actual reporting, cash balances and forecasted liquidity, and other KPIs such as variances, trends, and deficiencies.
- Based on historical trends and analyses, build pro forma financial models to help predict the impact of potential decisions.
- Help to ensure the fiscal integrity of the company’s business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk.
- Lead the audit and tax processes by working closely with the external auditors and tax accountants and responding to requests as needed.
- Assist with quarterly and annual SEC and regulatory reporting/filings as it relates to providing all financial and accounting data.
What You Bring
- A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or a related field.
- CPA designation or advanced degree (MBA, etc.) is a plus.
- 6+ years of prior work experience, specifically as a Controller for an Alternative Asset Firm or Family Office.
- 4+ years of proven experience in a financial or accounting capacity with an Alternative Asset Firm, Family Office, or Big 4 accounting firm.
- Have extensive experience with cash and working capital management and forecasting, as well as strong technical accounting skills, GAAP accounting, and management reporting experience.
- Strong technical skills, particularly with Microsoft applications (Word and Excel), and a proven proficiency in accounting software or financial applications (QuickBooks, etc.)
- In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax regulations and financial covenants.
- Highly organized, strong attention to detail and able to prioritize with excellent management and supervisory skills.
Important Note
This opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit.
Originally posted on Himalayas