<p>We are looking for an experienced finance leader to guide strategic planning, oversee core accounting operations, and strengthen the organization’s overall financial performance. This role is ideal for someone who can balance high-level financial direction with hands-on oversight of reporting, forecasting, and budgeting activities. The successful candidate will partner with executive leadership to support sound decision-making, improve financial visibility, and maintain disciplined fiscal management across the business.</p><p><br></p><p>This opportunity comes with medical, HSA, dental/vision, 401k match, unlimited PTO, discretionary bonus, and more!</p><p><br></p><p>If interested or you would like to have a private conversation, please reach out on LinkedIn @ Jordan Docken.</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 Accounting to lead complex technical accounting matters for a dynamic organization.This role is ideal for an individual who can evaluate intricate transactions, develop well-supported accounting positions, and communicate recommendations clearly to senior leaders. The successful candidate will bring strong knowledge of U.S. accounting standards, sound judgment, and the ability to manage high-impact projects independently while collaborating across functions.</p><p><br></p><p>This opportunity comes with medical, dental/vision, discretionary bonus, PTO, short/long term disability, and more. </p><p><br></p>
<p>We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p>
<p>We are looking for an accomplished accounting leader to oversee fund-level financial operations for an alternative investment firm in Twin Cities. This role is well suited for a hands-on, detail-oriented individual who can balance technical accounting, audit coordination, and investor-focused reporting in a fast-moving environment. The Vice President of Accounting will help ensure accurate financial reporting, strong operational controls, and timely support for fund administration activities.</p><p><br></p><p>Responsibilities:</p><p>• Direct the preparation and review of quarterly and annual fund financial statements, including capital account reporting for partners and investors.</p><p>• Serve as the primary accounting contact for external auditors and fund administration partners during periodic closes and the annual audit cycle.</p><p>• Monitor cash activity by supervising bank reconciliations and resolving discrepancies in a timely manner.</p><p>• Lead monthly tracking of debt activity and support ongoing compliance reporting obligations across the portfolio.</p><p>• Produce and maintain recurring loan roll schedules for the fund, ensuring completeness and accuracy of underlying data.</p><p>• Partner with internal and external stakeholders on quarterly and year-end tax support processes and related documentation.</p><p>• Respond to investor information requests and contribute to the delivery of scheduled investor reporting materials.</p><p>• Strengthen accounting processes and maintain reliable controls across fund accounting and financial reporting workflows.</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>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>
<p>Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.</p><p> </p><p>Responsibilities:</p><p>• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.</p><p>• Analyze financial statements, financial models, and industry research to assess financial performance and risks.</p><p>• Evaluate the financial health, historical performance, and operational controls of investment firms.</p><p>• Compare program performance to market conditions and industry peers to provide actionable insights.</p><p>• Identify and prioritize potential risks associated with complex investment structures.</p><p>• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.</p><p>• Represent the company at client meetings to share expertise and build relationships.</p><p>• Collaborate with internal teams to manage multiple projects effectively and efficiently.</p><p>• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.</p><p> </p><p>If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then</p><p>contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.</p>
<p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>