We are looking for a highly skilled Senior Trust Accountant with expertise in investment accounting to join our team in Walnut, California. This role is ideal for an experienced and detail-oriented individual who excels in managing complex financial portfolios, trusts, and partnerships. If you thrive in a high-level, independent role while contributing to team initiatives, we invite you to bring your analytical and organizational skills to our dynamic environment.<br><br>Responsibilities:<br>• Prepare detailed financial statements for family trusts, partnerships, and associated entities.<br>• Conduct general ledger reconciliations, post journal entries, and manage month-end and year-end financial close processes.<br>• Monitor and manage cash flow, assets, liabilities, and oversee accounts payable operations.<br>• Analyze and report on investment performance, including venture capital and private equity portfolios.<br>• Provide support for estate planning, tax-related activities, and family financial inquiries.<br>• Generate semi-annual financial statements and quarterly reports on asset holdings.<br>• Collaborate with the outgoing incumbent to ensure a seamless transition of responsibilities.<br>• Operate independently in a senior-level role while contributing to team objectives when necessary.
<p>My client is an investment firm looking for a Senior Fund Accountant to fill the role in their Washington, DC office. The ideal Senior Fund Accountant for this role will be responsible for assisting the accounting team with the day-to-day operations. The responsibilities for the Senior Fund Accountant will include reporting the firm’s private equity funds, preparing quarterly financial statements, partners’ capital account analysis, supporting annual audits and assisting with the quarterly close process. This organization has lots of room for growth and offers excellent benefits, including medical. </p><p><br></p><p>Daily responsibilities of the Senior Fund Accountant include:</p><p><br></p><p>· Prepare quarterly financial statements.</p><p>· Assist with quarterly close process.</p><p>· Report private equity funds.</p><p>· Analyze partner capital accounts.</p><p>· Support annual audit.</p><p>· Assist with other ad hoc duties.</p>
We are looking for a highly skilled Senior Financial Analyst to join our dynamic team in Dallas, Texas. In this role, you will lead financial planning and analysis activities, including financial modeling, reporting, and budgeting processes. Your expertise will contribute to the strategic decision-making process by providing actionable insights and collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Manage comprehensive financial planning and analysis (FP& A) functions, including the creation of detailed financial models and preparation of monthly, quarterly, and annual reports.<br>• Conduct thorough reviews of profit and loss statements, oversee reforecasting processes, and analyze budget versus actual performance to identify key variances.<br>• Collaborate with teams across the organization, such as Accounting, Operations, Asset Management, and Capital Markets, to reconcile and analyze financial data and performance metrics.<br>• Develop and refine processes to enhance the accuracy, efficiency, and productivity of FP& A activities, ensuring continuous improvement over time.<br>• Analyze qualitative and quantitative data from multiple systems to identify trends and provide meaningful insights that support business objectives.<br>• Assist in preparing high-quality presentations and reports for senior leadership, board members, investors, and other key stakeholders.<br>• Lead and support ad-hoc projects, including automating reporting processes, building dashboards, and creating data visualizations to aid decision-making.<br>• Define and document business requirements for various initiatives, ensuring alignment between technical solutions and organizational needs.<br>• Participate in user acceptance testing to confirm that project deliverables meet business goals and are executed within set timelines.
<p>We are looking for an experienced Chief Financial Officer to join a dynamic manufacturing company in north Denver. The ideal candidate will bring exceptional leadership and financial expertise to oversee and drive the organization's fiscal strategies. This role offers an excellent opportunity to work in a fast-paced environment while influencing long-term financial success.</p><p><br></p><p>Responsibilities:</p><p>• Direct and oversee all financial planning, budgeting, and forecasting processes to ensure alignment with organizational goals.</p><p>• Manage month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting.</p><p>• Lead the preparation and presentation of annual financial statements in compliance with regulatory standards.</p><p>• Collaborate with private equity stakeholders to align financial strategies with investor expectations.</p><p>• Develop and implement effective internal controls and processes to safeguard company assets and improve operational efficiency.</p><p>• Provide strategic financial insights to the executive team to support critical decision-making.</p><p>• Oversee treasury functions, ensuring optimal cash flow management and risk mitigation.</p><p>• Supervise and mentor the finance team, fostering a culture of growth and accountability.</p><p>• Evaluate and enhance financial systems and tools to support company expansion and operational needs.</p><p>• Stay updated on financial trends and regulations to ensure compliance and identify growth opportunities.</p>
We are looking for an experienced Director of Accounting to lead our accounting operations and ensure the organization’s financial integrity. This role requires a strategic thinker who can effectively oversee financial processes, support company growth, and collaborate with senior leadership and external stakeholders. Based in Irving, Texas, this position also involves limited oversight of HR, payroll, IT, and administrative functions.<br><br>Responsibilities:<br>• Supervise the accounting team, managing day-to-day operations and month-end financial close processes.<br>• Ensure accurate preparation and reporting of financial statements, including accounts payable, accounts receivable, and general ledger activities.<br>• Develop and implement financial strategies for budgeting, forecasting, and long-term growth.<br>• Collaborate with private equity stakeholders and senior leadership, providing insights and presenting financial reports.<br>• Ensure compliance with financial regulations and maintain robust internal controls.<br>• Manage payroll operations and ensure timely processing for all employees.<br>• Oversee insurance and benefit administration, optimizing cost-effective plans while ensuring compliance.<br>• Provide limited oversight of outsourced IT services and HR/payroll functions.<br>• Coordinate with external accounting firms for support on specialized financial tasks.<br>• Drive improvements in financial reporting processes and systems to enhance efficiency.
<p>We are looking for an experienced Property Accountant to join our team in Westchester, New York. This role offers an exciting opportunity to oversee fund operations and contribute to the financial reporting of real estate investments. The ideal candidate will possess strong accounting expertise and a proactive approach to managing responsibilities in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund operations, including capital activity, investor distributions, allocations, and the preparation of financial statements.</p><p>• Prepare and ensure the accuracy of periodic financial statements, adhering to compliance standards and submitting them promptly to stakeholders.</p><p>• Handle property-level accounting tasks and assist in consolidating fund-level reports with real estate investment considerations.</p><p>• Develop comprehensive investor reporting packages and address ad hoc inquiries with precision and professionalism.</p><p>• Implement scalable processes to enhance efficiency and support organizational growth.</p><p>• Collaborate with cross-functional teams to streamline reporting activities and ensure alignment with business goals.</p><p>• Maintain accurate records within accounting systems and ensure compliance with industry standards.</p>
<p><em>The salary range for this position is $90,000- $100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘Which street festival do I go to next?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>This position will be focused exclusively on the equity funds managed by the firm. This is a newly created position due to continued growth of the firm; it is expected that a successful candidate will be able to expand his/her responsibilities over time.</p><p><br></p><p>• Interpret fund agreements in order to determine impact on financial reporting and partner capital accounting requirements</p><p>• Prepare fund level financial statements including balance sheet, schedule of investments, income statement, statement of changes in partners’ capital and cash flows</p><p>• Prepare required footnotes to financial statements</p><p>• Prepare investor-level capital account statements</p><p>• Prepare management fee computations</p><p>• Preparation of capital calls and distributions, including fund waterfall calculation</p><p>• Respond to limited partner inquires and additional ad-hoc requests</p><p>•Prepare required deliverables for year-end financial statement audits</p><p>• Perform quarterly closing, including quarter-end journal entries </p>
<p><strong>***Please message / email Valerie Nielsen on LinkedIn (email is on LinkedIn page) for immediate response***</strong></p><p><br></p><p><strong>Director of Technology / Director of Engineering</strong></p><p>📍 Location: Century City, CA (Onsite 2x per week)</p><p>💰 Total Compensation: Up to $300,000</p><p>🏦 Industry: Financial Services (Private Equity or related finance preferred)</p><p><br></p><p><strong>About the Role</strong></p><p>Our client, a well-established financial firm in Century City, is seeking a Director of Technology / Director of Engineering to lead technology strategy, integration, and innovation across the organization. This individual will be both a strategic thinker and hands-on technologist, capable of maintaining and enhancing complex systems while guiding the firm toward future adoption of AI and machine learning solutions.</p><p>The ideal candidate is systems-agnostic, deeply technical, and thrives in a collaborative, fast-paced financial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the firm’s full technology landscape, ensuring all systems, applications, and integrations operate efficiently and securely.</li><li>Roll up your sleeves to evaluate, document, and optimize the backend infrastructure, identifying opportunities for stronger connectivity across platforms.</li><li>Partner with firm leadership to define and execute a forward-looking technology roadmap, including AI/ML initiatives.</li><li>Integrate and streamline multiple financial and operational systems to ensure data integrity and performance.</li><li>Serve as a bridge between business and technical teams—translating complex system interactions into clear, actionable insights.</li><li>Manage vendor relationships, oversee system upgrades, and ensure compliance with security and financial regulations.</li><li>Mentor and develop technical staff, fostering a culture of innovation, accountability, and excellence.</li></ul><p><br></p><p><br></p>
<p>A well-established family office in the Greater Baltimore area is seeking a highly motivated and detail-oriented <strong>Assistant Controller</strong> to join its finance team. This role offers a unique opportunity to work in a dynamic, investment-focused environment with exposure to complex partnership structures and private equity investments. The role is targeted up to $125k base + bonus and excellent benefits. <strong>Email Jim Meade at Robert Half right away for consideration and connect with him on LinkedIn.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation and review of financial statements and reports for various entities within the family office.</li><li>Manage accounting for complex investment partnerships, including private equity, hedge funds, and other alternative investments.</li><li>Collaborate with external tax advisors and auditors to ensure accurate and timely filings.</li><li>Support the Controller in maintaining internal controls and improving financial processes.</li><li>Participate in budgeting, forecasting, and cash flow analysis.</li><li>Provide ad hoc financial analysis and reporting as needed.</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Work in a collegial, low-turnover environment with long-term stability.</li><li>Gain exposure to sophisticated investment strategies and structures.</li><li>Competitive compensation package with discretionary bonus.</li><li>Opportunity to make a meaningful impact in a lean, high-performing team.</li></ul>
<p>A private equity firm in Brentwood is hiring an Executive Assistant to support two executives. This role involves a mix of executive administrative and personal assistant tasks, requiring discretion and efficiency. Responsibilities include managing a complex calendar, scheduling meetings, coordinating domestic and international travel, preparing meeting materials, and acting as a gatekeeper for communication between internal teams and external stakeholders. Other duties include handling sensitive correspondence, expense reports, vendor communications, and general office management, as well as personal assistant tasks such as running errands, coordinating appointments, event planning, or occasional family-related logistics.</p><p><br></p><p>The ideal candidate has 4-5 years of relevant experience, preferably in private equity or a fast-paced professional services environment and holds a bachelor’s degree. Strong organizational, communication, and multitasking skills are essential, as is proficiency in Microsoft Office Suite. This role is fully onsite in Brentwood, with flexibility for occasional overtime or after-hours work. Pay is $90-100k.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at an Innovative Investment Firm. This role has tons of<strong> remote </strong>flexibility.</p><p> </p><p>This role offers remote flexibility and the chance to lead finance as the firm scales. You will build and run the finance function, go beyond traditional accounting, and have a direct impact on strategic growth. With mentorship from seasoned investors and a clear path to CFO, this is a high-visibility role in a collaborative, low-ego, family-friendly environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage treasury, capital calls, distributions, cash flow, and investments</li><li>Lead budgeting, forecasting, and cash flow projections</li><li>Oversee outsourced accounting and the monthly close</li><li>Ensure accurate financial statements and quarterly fund reporting</li><li>Partner with administrators, auditors, and tax teams</li><li>Track investment performance and fund metrics</li><li>Streamline processes to scale finance operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><em>The salary range for this position is $95,000-$100,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong>Job Description:</strong></p><p> As part of the Financial Services Industry team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds. You’ll</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Manage a team of staff associates, including interns, while providing regular performance coaching and feedback</li><li>Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership</li></ul><p><br></p><p><strong> </strong></p>
<p><em>The salary range for this position is $90,000- $100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘Which street festival do I go to next?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>This position will be focused exclusively on the equity funds managed by the firm. This is a newly created position due to continued growth of the firm; it is expected that a successful candidate will be able to expand his/her responsibilities over time.</p><p><br></p><p>• Interpret fund agreements in order to determine impact on financial reporting and partner capital accounting requirements</p><p>• Prepare fund level financial statements including balance sheet, schedule of investments, income statement, statement of changes in partners’ capital and cash flows</p><p>• Prepare required footnotes to financial statements</p><p>• Prepare investor-level capital account statements</p><p>• Prepare management fee computations</p><p>• Preparation of capital calls and distributions, including fund waterfall calculation</p><p>• Respond to limited partner inquires and additional ad-hoc requests</p><p>•Prepare required deliverables for year-end financial statement audits</p><p>• Perform quarterly closing, including quarter-end journal entries </p>
<p><em>The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Job Description:</u> </strong></p><p> </p><p>This individual will assist the Controller in all fund and company-related accounting and reporting duties. The qualified candidate must have demonstrated experience in general ledger maintenance, understanding of GAAP accounting principles, and the ability to work both independently and as part of a busy team.</p><p> </p><p><strong><u>Responsibilities:</u> </strong></p><p> </p><p>• Monitor cash balances of multiple Funds, GPs, and the management company</p><p>• Initiate wire transfers and ACH payments to vendors, investors, and employees</p><p>• Assist with quarterly financial statement packages to investors </p><p>• Assist in managing audit and tax engagements</p><p>• Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs</p><p>• Review monthly bills for payment and calculate allocation of expenses</p><p>• Create bills for quarterly monitoring fees and portfolio company reimbursements</p><p>• Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships</p><p>• Compile monthly cash transfer logs (external, internal and wire confirmations)</p><p>• Create monthly restricted stock list and other compliance related items </p><p>• Maintain various files and records, ensuring organization and relevance</p>
<p>General Counsel</p><p>Salary: $200,000–$250,000 + discretionary bonus</p><p> </p><p>Our client is a Denver-based Family Office overseeing private equity investments, affiliated companies, and personal matters for its sole shareholder and family. They are seeking a 10+ years' General Counsel to advise senior leadership, manage legal affairs across diverse domains, and coordinate with external counsel when needed.</p><p> </p><p>Key Responsibilities:</p><p> </p><ul><li>Legal Advisory & Risk Management: Provide strategic legal counsel to leadership; oversee insurance, privacy, cybersecurity, and risk mitigation for the firm and its shareholder’s family.</li><li>Corporate Governance & HR: Develop internal policies, manage employment law matters, draft contracts and handbooks, and support onboarding and training.</li><li>Compliance & Transactions: Ensure regulatory compliance, manage entity formation and filings, and advise on M& A, financing, and joint ventures.</li><li>Contract & Real Estate Oversight: Review and negotiate a wide range of contracts including real estate, construction, and vendor agreements.</li><li>Trust & Estate Planning: Collaborate with external experts on tax and estate structures.</li><li>Private Equity Support: Conduct due diligence, draft deal documents, and serve on the Investment Review Committee.</li><li>Specialized Legal Areas: </li><li>Aviation: Support aircraft transactions and employment matters; liaise with FAA counsel.</li><li>Public Company Coordination: Review SEC disclosures and manage securities compliance.</li><li>Litigation Management: Assess legal risks, manage outside counsel, and oversee dispute resolution.</li></ul><p>Candidates interested in this position should have 10+ years of legal experience from law firm or in-house settings. Family office experience is highly preferred. Our client offers a competitive compensation and benefits package. If interested, send your resume to corey.tasker@roberthalf{{dot}}com for immediate consideration! </p>
<p>We are looking for a Financial Planning & Analysis Manager to lead data-driven initiatives that support strategic financial and operational decision-making. This role, based in Rochester, New York, will collaborate closely with the VP of Finance to design and deliver impactful management reports, analyses, and presentations while driving business growth. The ideal candidate will combine advanced analytical skills with leadership capabilities to streamline processes, improve efficiency, and ensure the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analyses to guide decisions related to product and customer sales, pricing strategies, costing, purchasing, incentive plans, inventory control, and capital allocation.</p><p>• Collaborate with departments to develop annual budgets, long-term plans, and rolling forecasts that align with organizational objectives.</p><p>• Create detailed reports on sales and backlog activity, including customer, product, and contract-level analyses to assess volumes and margins.</p><p>• Prepare monthly and quarterly financial reports for Board meetings, including comparisons against budgets and prior-year outcomes.</p><p>• Establish and monitor operational and financial reporting systems, KPIs, procedures, and controls to enhance accountability.</p><p>• Identify and address variances between budgeted and actual financial results, offering actionable recommendations to resolve discrepancies.</p><p>• Perform ad-hoc analyses to uncover cost-saving opportunities and enhance operational efficiencies.</p><p>• Partner on internal projects, including acquisition integrations, to drive process improvements and boost productivity and earnings.</p><p>• Ensure data accuracy and consistency across systems to maintain reliable and centralized information sources.</p><p><br></p><p><br></p>
<p>Our client, a prestigious and well established global investment firm, is searching for their new Tax Manager. This high profile Tax Manager role will lead firmwide tax compliance, planning and strategy. The Tax Manager will support the key executives of the firm and report to a highly skilled Vice President. The duties for this challenging position will be varied and allow for an individual to bring value and their mark to the firm. Our client will be offering a competitive salary with other unique upside potential. </p><p> </p><p>Key responsibilities:</p><p>• Oversee the accurate preparation and review of partnership tax returns for numerous entities, including supporting accounting and records.</p><p>• Collaborate closely with external tax preparers, responding to their inquiries and reviewing the tax forms they prepare.</p><p>• Manage compliance for entities based in the US and internationally </p><p>• Ensure tax compliance in relation to investments in foreign portfolio companies.</p><p>• Provide tax strategy, guidance, and planning for the firm, as well as key executives, including quarterly estimates regarding flow through entities.</p><p>• Assist Principals regarding tax planning for flow through entities such as corresponding tax estimates.</p><p>• Perform hands-on accounting duties to support third-party accounting/administration for certain investment entities.</p><p>• Take ownership for form 1099 filings and indirect tax returns such as personal property tax and sales and use tax, as well as foreign bank account filings and certain foreign disclosures.</p><p><br></p><p>Our client offers medical benefits as part of their overall compensation package in addition to other robust benefits.</p><p><br></p><p>Please submit your resume in confidence to Raj Khanna, Senior Vice President at Robert Half or directly via LinkedIn for immediate consideration for this or one of our other active career opportunities in the Washington Metro area.</p><p><br></p><p><br></p>
<p>Role: Sr. Associate Attorney or Partner </p><p>Location: Washington, DC - hybrid and fully remote candidates will be considered </p><p><br></p><p>We are looking for a skilled Attorney/Lawyer to join our client's team in Washington, District of Columbia. This position involves providing expert legal counsel to government contractors and commercial businesses, with a specific focus on mergers and acquisitions (M& A) and federal government contracts. The ideal candidate will collaborate with a dedicated team to deliver tailored solutions for complex legal challenges.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on legal matters related to mergers, acquisitions, and business restructurings, including asset and equity transactions.</p><p>• Assist in drafting, reviewing, and negotiating purchase agreements, financing documents, and other transaction-related contracts.</p><p>• Conduct due diligence, oversee transaction closings, and manage post-closing notices and certifications.</p><p>• Provide legal guidance on entity formation, structuring, and the drafting of governance agreements such as LLC agreements, shareholder agreements, and partnership agreements.</p><p>• Support clients in compliance with federal government contracting regulations, including the Federal Acquisition Regulation (FAR).</p><p>• Address issues related to federal small business programs, such as 8(a), HUBZone, and other certifications.</p><p>• Draft and review teaming agreements, subcontracts, and other partnership arrangements.</p><p>• Offer strategic advice on executive compensation, synthetic equity offerings, and financing rounds involving private equity and venture capital.</p><p>• Handle investigations and compliance matters, including those related to the False Claims Act and federal procurement law.</p>
<p>100% in office with high flexibility - Abilene, TX opportunity. </p><p><br></p><p>We are looking for an experienced and detail-oriented Controller to join our team in Abilene, Texas. This critical role involves managing financial operations, ensuring compliance with regulations, and supporting strategic decision-making within a private equity management company. The ideal candidate will bring strong leadership qualities, technical accounting expertise, and a proven ability to collaborate with stakeholders at all levels.</p><p><br></p><p>Responsibilities:</p><p>• Direct and oversee the company’s financial operations, including accounting, budgeting, forecasting, and financial reporting.</p><p>• Prepare and analyze monthly, quarterly, and annual financial statements with accuracy and timeliness.</p><p>• Provide strategic insights and actionable recommendations to senior management based on financial performance analysis.</p><p>• Manage private equity fund accounting activities, such as capital calls, distributions, management fees, and fund expenses.</p><p>• Collaborate with auditors, tax advisors, and regulatory authorities to ensure compliance with private equity reporting requirements.</p><p>• Implement and maintain internal controls, policies, and procedures to safeguard company assets and mitigate risks.</p><p>• Identify and execute opportunities to streamline financial processes and enhance operational efficiency.</p><p>• Supervise and mentor the accounting and finance teams, fostering a culture of collaboration and continuous improvement.</p><p>• Drive the adoption of technology solutions to improve financial reporting and analysis capabilities.</p>
<p><em>The salary range for this position is $100,000-$110,000 plus bonus and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul><p><br></p>
<p><em>The salary range for this position is $100,000-$110,000 plus bonus and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul>
<p><strong>Controller – Private Equity Investment Firm</strong></p><p>An expanding and progressive investment firm is seeking a <strong>Controller</strong> to lead its financial operations and drive strategic initiatives. This is a high-impact role for a hands-on, detail-oriented professional who thrives in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As Controller, you will oversee all accounting and finance functions, including monthly and quarterly close processes, financial reporting, forecasting, KPI development, and compliance. You’ll manage outsourced accounting partners, lead process improvement initiatives, and serve as a strategic partner to senior leadership.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead treasury operations, including capital calls, distributions, and cash management</li><li>Produce 13-week rolling and annual cash flow forecasts</li><li>Manage budgeting and periodic updates</li><li>Oversee outsourced accounting team and transactional accounting</li><li>Prepare internal and external financial reports for multiple entities and funds</li><li>Coordinate with fund administrators and external partners (audit, tax, banking, insurance)</li><li>Track investment cash flows and performance metrics</li><li>Lead audit and tax preparation processes</li></ul><p><strong>Why Join Us?</strong></p><p>This is a unique opportunity to shape the financial backbone of a high-performing investment firm. You’ll work closely with leadership, gain exposure to a diverse portfolio of investments, and help scale operations during a period of exciting growth.</p><p><br></p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Reputable, private equity firm seeks a success-driven, Fund Accountant who is eager to grow within the funds/investment industry. In this role, you will be responsible for overseeing numerous financial funding and investment operations such as: tracking budgeting and forecasting models, preparing financial statements, assisting with the annual audit process, completing treasury and compliance tasks, monitoring fund expenses, and communicating fund performance and financial results to management/stakeholders. The ideal Fund Accountant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles.</p><p><br></p><p>Primary Responsibilities</p><p>· Capture and record fund activities</p><p>· Daily AP/AR transactions</p><p>· Oversee various investment funds</p><p>· Prepare fund accounting financial statements/reports</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Maintain strong client relationships</p><p>· Ad hoc vendor relation projects</p>
<p><em>The salary range for this position is $150,000-$160,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Tax Manager. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>This person will work within the team as a key member and responsibilities will include but not limited to:</p><p> </p><ul><li>Supporting portfolio company finance teams (including direct interaction with CFOs, controllers, and FP& A managers) with tax reporting and supporting calculations, such purchase price allocations, transaction cost analysis, and coordinating tax work within required timelines.</li><li>Provide guidance and assistance with technical tax questions and research.</li><li>Understanding the necessary action items and processes needed to accomplish such benefits including purchase price allocations and tax step-up computations.</li><li>Participate in both sell side and buy-side tax due diligence for platform acquisitions, add-on acquisitions and carve outs and gather information, data, legal agreements, etc. for the service providers.</li><li>Monitor transaction tax benefits and tax refunds due after sale of portfolio company.</li><li>Assist coordination of service providers for provisions and compliance.</li><li>Review and summarize purchase agreements for tax deliverables.</li><li>Prepare special tax projects (like transaction tax benefit analysis) for certain acquisitions.</li><li>Provide technical assistance with new federal and state law changes.</li><li>Assist in coordinating the flow of K-1s for the fund in a timely manner.</li><li>Provide IRS audit support and project management.</li></ul><p> </p>
We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.<br><br>Responsibilities:<br>• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.<br>• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.<br>• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.<br>• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.<br>• Provide financial support and insights to capital markets business units, working closely with their finance teams.<br>• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.<br>• Maintain accurate and up-to-date management basis profit and loss statements.<br>• Collaborate with cross-functional teams to enhance financial processes and reporting.<br>• Assist in identifying opportunities for operational improvements and cost efficiencies.<br>• Support the development of presentations and reports for senior management and stakeholders.
