<p>Our Client a growing Investment Management firm is looking for an accomplished Director of Accounting to lead the accounting function in the Twin Cities, Minnesota. This senior leadership role partners closely with the Controller and key business leaders to strengthen financial reporting, elevate accounting operations, and support a growing global organization. The position is responsible for building a scalable accounting environment that delivers accurate reporting, strong governance, and consistent execution across multiple entities.</p><p><br></p><p>Responsibilities:</p><p>• Lead the accounting function for management company entities, setting priorities, directing workloads, and developing a high-performing team that supports business growth.</p><p>• Oversee monthly, quarterly, and annual reporting activities, including close management, entity consolidations, intercompany balancing, and foreign currency accounting.</p><p>• Advise senior leadership on accounting matters, reporting implications, and policy decisions that affect operational and strategic initiatives.</p><p>• Establish, maintain, and refine accounting policies and technical guidance to support compliance, consistency, and audit readiness across jurisdictions.</p><p>• Review financial statements and related reporting deliverables to ensure completeness, accuracy, and adherence to applicable accounting standards.</p><p>• Strengthen internal controls by identifying risk areas, improving review procedures, and driving corrective actions where gaps are found.</p><p>• Act as the primary senior contact for external auditors, coordinating audit planning, managing multi-entity requests, and supporting efficient completion of fieldwork.</p><p>• Drive process improvement efforts across reconciliations, close activities, and reporting workflows to improve scalability, reduce manual effort, and increase efficiency.</p><p>• Partner with teams such as Tax, Legal, Compliance, and Operations to support regulatory reporting, entity governance, and broader organizational initiatives.</p>
<p>Our client is looking for a Controller/Director of Accounting with 10+ years of experience, CPA or CMA required, Bachelors in Accounting, and experience with SAP preferred. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
<p>We are looking for an experienced Director of Loan Accounting to lead loan servicing, cash operations, and reporting activities for a complex lending portfolio in Twin Cities Minnesota. This role will guide accounting and servicing standards across the full loan lifecycle while partnering with finance, operations, and technology teams to strengthen controls, improve workflows, and support portfolio performance. The ideal candidate brings deep expertise in commercial loan administration, payment processing, and banking operations, along with the leadership skills to develop a high-performing team.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end loan cash management activities, including receivables, payables, and borrower disbursements, while maintaining compliance with approved budgets and internal controls.</p><p>• Create and enforce consistent standards for applying incoming funds from sources such as commodity sales, hedging activity, insurance recoveries, and public program payments.</p><p>• Oversee bank account reconciliations and direct the month-end close process, including final review of financial, performance, and investor-facing reports before release.</p><p>• Ensure internal stakeholders and external partners receive complete and accurate reporting on schedule, and monitor team execution against established deadlines.</p><p>• Maintain reliable loan data across servicing and accounting platforms by strengthening controls, validating accuracy, and supporting a dependable source of record.</p><p>• Supervise the transfer or assignment of closed loan assets to investors and financing partners, ensuring documentation, timing, and execution meet contractual obligations.</p><p>• Provide senior guidance on servicing issues, asset management events, and portfolio exceptions to help keep loans performing and in good standing.</p><p>• Oversee customer-facing servicing support to ensure timely issue resolution and a high standard of service throughout the life of each loan.</p><p>• Partner with technology and operations teams to assess, implement, and enhance loan systems and workflow tools that improve efficiency and data quality.</p><p>• Lead process improvement and special finance initiatives by analyzing operational performance, removing bottlenecks, and recommending practical changes to policies, procedures, and technology.</p>
<p>We are looking for a Treasury Manager to oversee liquidity, funding relationships, and capital utilization for a financial organization operating in Minneapolis, Minnesota. This position plays a key role in managing daily cash activity, supporting lender and investor reporting, and helping the business make effective use of available financing capacity. The ideal candidate brings strong experience in treasury operations, credit facilities, and financial reporting, with the ability to maintain accuracy, compliance, and timely execution across multiple funding channels.</p><p><br></p><p>Responsibilities:</p><p>•Oversee daily cash positioning, short-range forecasting, and liquidity planning to ensure obligations are met efficiently and available funds are deployed effectively.</p><p>•Manage operational relationships with banks, financing partners, and investors while coordinating account activity, electronic payments, and fund movements.</p><p>•Prepare treasury updates for leadership that highlight cash trends, liquidity status, and available borrowing capacity.</p><p>•Track borrowing base calculations, covenant performance, and concentration thresholds across lending facilities to support ongoing compliance.</p><p>•Assist with loan asset transactions by organizing documentation, responding to diligence requests, and coordinating execution with external counterparties.</p><p>•Evaluate leverage levels, facility usage, advance rates, and funding costs to support decisions around capital structure and financing strategy.</p><p>•Support capacity planning by monitoring portfolio funding needs and identifying opportunities to optimize use of credit lines and other capital sources.</p><p>•Validate servicing and portfolio reports through reconciliation and review processes before distribution to internal teams, lenders, and investors.</p><p>•Maintain data integrity across treasury and servicing records, ensuring reporting is complete, accurate, and delivered on schedule.</p>
<p>We are looking for an accomplished tax leader to guide tax strategy and oversight across a sophisticated investment platform based in Twin Cities, Minnesota. This role serves as a key advisor on transaction matters, fund structures, and investor considerations while working closely with Finance, Legal, Investments, Client Service, and external specialists. The ideal candidate brings strong technical depth, sound judgment, and the ability to translate complex tax matters into practical guidance for internal teams and clients.</p><p><br></p><p>Responsibilities:</p><p>• Direct tax analysis for investment activity across private equity, private credit, venture capital, and related investment structures, ensuring issues are addressed early in the deal process.</p><p>• Develop tax-efficient approaches for domestic taxable investors, tax-exempt entities, and international investors while balancing business objectives and regulatory considerations.</p><p>• Collaborate with legal partners on the review and negotiation of fund, financing, subscription, and side agreement documentation to address tax implications and protect stakeholder interests.</p><p>• Prepare and maintain clear written support for tax positions, including memoranda, technical analyses, and internal guidance that outline assumptions, conclusions, and risk considerations.</p><p>• Oversee federal, state, and international tax compliance for funds and related entities, including estimates, return review, and distribution planning.</p><p>• Advise investment professionals on the tax impact of acquisitions, restructurings, exits, and other liquidity events to support informed decision-making.</p><p>• Monitor legislative and regulatory developments and communicate relevant changes to clients, leadership, and internal teams in a practical and timely manner.</p><p>• Support tax audits and inquiries by developing response strategies, defending positions taken on filings, and coordinating with federal, state, local, and foreign tax authorities as needed.</p><p>• Provide high-quality client support through ongoing communication regarding taxable income expectations, annual reporting deliverables, and tax matters affecting investment vehicles.</p><p>• Lead the tax function by setting priorities, guiding team and external service providers, and strengthening processes to deliver accurate work in a deadline-driven environment.</p>
<p>We are looking for a Treasury Analyst to join a financial institution in Richfield, Minnesota in a Contract to permanent role. This position supports essential payment and treasury activities, with a strong emphasis on accurate transaction handling, operational control, and responsive service for business partners and customers. The ideal candidate brings hands-on experience in banking or treasury operations and is comfortable working across payment systems in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily wire activity, including the review, verification, and release of domestic and international transactions in alignment with internal controls and regulatory standards.</p><p>• Oversee payment file processing and resolve exceptions by researching discrepancies, correcting issues, and escalating concerns when needed.</p><p>• Monitor transaction alerts and operational queues to ensure time-sensitive items are addressed accurately and within service expectations.</p><p>• Support deposit-related processing, including remote deposit review and other back-office payment activities tied to treasury operations.</p><p>• Investigate payment variances and operational breaks, identify root causes, and drive timely resolution with internal teams or external partners.</p><p>• Respond to inquiries related to treasury and payment activity by providing clear, attentive support to customers and internal stakeholders.</p><p>• Maintain complete and accurate records, procedural documentation, and audit-ready files for daily operational work.</p><p>• Navigate multiple banking and treasury platforms to complete processing tasks, reconcile activity, and support efficient workflows.</p><p>• Contribute to operational improvement efforts, including process refinement and support for system-related stabilization activities when applicable.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p>The Opportunity</p><p><strong>Associate Director, Family Office</strong></p><p>Looking for a broad, high-impact role at the intersection of <strong>tax, investments, operations, and entity management</strong>?</p><p>A sophisticated family office is seeking an <strong>Associate Director</strong> to take ownership across tax compliance, investment operations, portfolio reporting, treasury, and process improvement. This is an excellent opportunity for a strong generalist who thrives in a dynamic environment, enjoys solving complex problems, and is eager to play a key role across multiple functions.</p><p><strong>What you’ll do:</strong></p><p>· Lead and coordinate work across legal, banking, insurance, investment, and tax advisors</p><p>· Improve processes, workflows, reporting, and operational infrastructure</p><p>· Support investment operations, subscription documentation, and portfolio reporting</p><p>· Oversee tax processes for individuals, trusts, partnerships, and related entities</p><p>· Assist with treasury activity, cash movements, entity administration, and insurance renewals</p><p><strong>What we’re looking for:</strong></p><p>· 8+ years of relevant experience in public accounting, financial services, family office, or a related environment</p><p>· Strong hands-on tax experience</p><p>· Ability to operate independently with a high level of ownership and follow-through</p><p>· Comfort working across technical, operational, and strategic responsibilities</p><p>· CPA preferred; equivalent experience considered</p><p>If you’re a proactive, detail-oriented professional who enjoys variety, complexity, and continuous improvement, this could be an outstanding next step. Please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p><p><br></p>