3 results for Managing Director Private Equity Advisor It in New York, NY
Managing Director, Private Equity Advisor (IT)We are offering an exciting opportunity for a Managing Director, Private Equity Advisor (IT) to join our team in New York. This role is primarily focused on providing IT and cybersecurity advisory to lower/middle market PE firms, developing and implementing IT and cybersecurity strategies, and managing and growing customer relationships. <br><br>Responsibilities:<br><br>• Advise PE firms on IT and cybersecurity issues, including the optimization of technology and the implementation of best practices<br>• Provide guidance on cybersecurity compliance regimes such as NIST, PCI, HIPAA, and CMMC<br>• Manage and expand existing customer relationships within the PE industry<br>• Establish new customer relationships within the PE sector<br>• Serve as the primary point of contact for IT and cybersecurity matters for multiple middle market PE firms<br>• Create standard documents and templates for common engagement types<br>• Train entry level consultants and report writers on efficient consulting engagement execution<br>• Develop and present IT and cybersecurity strategy documents to business executives and boards<br>• Achieve and exceed annual revenue targets and quotas.VP/Director of Finance<p><strong>Job Summary</strong></p><p>Our client is seeking a dynamic and seasoned <strong>Vice President & Controller</strong> to lead the financial operations of our organization within the equipment leasing industry. This position requires you to be in the office 4 days a week and 1 day from., they are located in Bergen County, NJ. This critical leadership role will focus on managing financial reporting, implementing effective controls, and driving strategic financial initiatives. The ideal candidate will excel in overseeing accounting processes, structuring lease transactions, and ensuring compliance with regulatory and industry-specific standards. As a key advisor to the CFO and executive team, the VP & Controller will be instrumental in supporting the company’s growth and financial stability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Leadership & Reporting</strong></li><li>Oversee all financial reporting processes, ensuring strict compliance with GAAP, IFRS, and relevant tax regulations.</li><li>Lead the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow reports.</li><li>Ensure the timely and accurate filing of federal, state, and local tax returns, incorporating compliance with industry-specific regulations.</li><li><strong>Accounting Operations & Policies</strong></li><li>Establish and maintain robust accounting policies and procedures with a strong focus on internal controls and risk mitigation.</li><li>Collaborate with cross-functional teams (e.g., commercial, legal, operations) to structure lease transactions while assessing their financial and tax implications.</li><li>Maintain compliance with all lease accounting standards and guidelines applicable to the equipment leasing industry.</li><li><strong>Strategic Partner to the Executive Team</strong></li><li>Provide strategic financial insights and recommendations to the CFO and the executive team to drive business objectives.</li><li>Support strategic initiatives, including business unit startups, acquisitions, and system integrations within a private equity-backed environment.</li><li><strong>Team Development and Stakeholder Relations</strong></li><li>Build, mentor, and lead a high-performing finance and accounting team through effective training and performance management.</li><li>Cultivate and strengthen relationships with external stakeholders, including auditors, tax advisors, legal counsel, and regulatory bodies.</li><li><strong>Audit and Compliance Oversight</strong></li><li>Manage internal and external audits while ensuring compliance with all regulatory and industry-specific requirements.</li><li>Continuously monitor and enhance internal control frameworks to guarantee operational accuracy and data integrity.</li></ul>Controller<p>Fast growing private equity owned company is seeking a Controller of Mergers & Acquisitions as they embark on a large-scale acquisition spree to grow the company revenues. The position will play a critical role in the financial due diligence, purchase accounting, month end close and financial reporting of acquired companies. Will also have cash management responsibilities during the integration process. Successful candidate MUST have a CPA and prefers a public accounting foundation preferably out of the Big 4 or larger regional firms. Will be heavily involved in the integration of acquired companies into their NetSuite financial reporting system. Must be strong in developing board level presentation materials and demonstrated experience leading due diligence activities. Very high exposure here to the Sr. Leadership team. Company is currently remote but must be open to 3x week hybrid schedule in Bergen County area starting in Q2, as they are actively searching for office space. Great opportunity for a CPA to transition out of Big 4 transaction advisory into this private sector Controller role. The company offers a very competitive salary in the $160-200K base salary range plus bonus and potential equity depending on experience. </p>