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Finance Manager – Valuation, Treasury, Accounting & Tax (Private Equity)
Job Number: 228
Location: Boston, MA
Expertise: Accounting & Finance
Finance Manager – Valuation, Treasury, Accounting & Tax (Private Equity)
We are seeking a driven & detail-oriented professional at Manager / Senior Manager level with desire to learn the complexities of a Private Equity finance framework on a global scale. The position is wide-ranging, oversees direct reports and the advancement opportunities are plentiful.
Company / Team / Position highlights:
- Top-tier global alternative investment firm with impressive track-record of organic growth & profitability.
- Excellent company culture, outstanding team in place, dynamic leadership above focused on training & mentorship.
- Team Structure: position is part of a robust & growing team – overseeing 1-2 direct reports, reporting to one of the Directors and working closely with several peer level Managers, as well team leadership (Directors / VPs / CFO) on larger scale deliverables and ad hoc projects to enhance the department and company operations.
- Broad responsibilities:
- Oversight over several Analysts / Senior Analysts – training, deliverable review / feedback, employee development & mentorship
- Valuation support in collaboration with front office Deal Team to prepare quarterly valuations of portfolio companies.
- Performance, waterfall and hurdle analysis, including scenarios for executive presentations.
- Partnering with Investor Relations to prepare materials for fundraising projects.
- Review of quarterly and annual financial statements for assigned Private Equity Funds, including profit & loss allocations, vesting and carry calculations. Understanding & supporting new deal closings and harvest transactions.
- Treasury projects around cash flow management, stock distributions, capital calls, banking activity.
- Collaboration with internal tax team on implications of complex investment transactions & quarterly tax estimates and annual tax returns for investment partnerships, including tracking and review of K-1 activity & compliance-based partnership agreement analysis.
- Generous compensation package & comprehensive benefits:
- Competitive base salary (DOE) + annual bonus & annual profit-sharing plans with immediate vesting on all company contributions, excellent healthcare plans (Medical, Dental, Vision), HSA with company contribution, generous parental leave programs at 100% salary (for both maternity & paternity), life & disability insurance, 100% tuition reimbursement which may be used toward graduate programs and / or certifications.
- Hybrid (3/2, In office / WFH flexibility), business casual dress code, beautiful professional office space with perks.
- Strong PTO package – vacation / sick days, 12 holidays + summer Fridays and company is shut down for 1 week between Christmas & New Years, as well as 1 week during the Summer.
Qualifications:
- CPA / Master’s Degree preferred
- 6+ years of relevant experience (either at investment companies or in public accounting with similar client base – either audit or tax)
- Supervisory experience is required
- Project management skills, attention to detail and ability to multi-task are essential
- Strong Excel skills, other experience with tools such as Alteryx and ability to learn new systems is very helpful
- Can do attitude, excellent communication skills with desire to learn!
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