Seegers & Associates
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Are you ready to take on a pivotal role in a leading investment firm? Join a dynamic team and play a crucial part in driving excellence and efficiency across our management and GP companies. This is a newly-created position and is your opportunity to contribute to our client’s continued growth and success in a fast-paced and ever-evolving environment.

Key Responsibilities:

  • Maintain budgets and forecasts for a portfolio of management and GP entities, ensuring accuracy and alignment with strategic objectives.
  • Develop forecasts for various entities within the portfolio, including analysis of performance-related earnings and distributable earnings.
  • Create key performance indicators (KPIs) and other management reports to facilitate decision-making and performance evaluation.
  • Manage cash forecasts, assist with liquidity management, and prepare distribution proposals to optimize cash utilization.
  • Streamline finance processes and reporting mechanisms for internal management and external investor reporting.
  • Review earnings releases and regulatory filings of industry peers to provide benchmarking insights and recommendations.
  • Review debt agreements and prepare necessary certifications to ensure compliance.
  • Support ad-hoc finance and accounting requests, demonstrating flexibility and responsiveness to evolving needs.
  • Provide leadership and supervision to a dedicated team of finance and accounting professionals.
  • Assist with the quarterly close process and contribute to system implementations as required.

 

What Makes This Position Awesome:

  • Great Work-Life Balance: Enjoy a healthy balance between work and personal life, fostering well-being and overall satisfaction.
  • Strategic Impact: Play a vital role in shaping financial strategy and optimizing performance across our diverse portfolio.
  • Leadership Opportunity: Lead a dedicated team of professionals, fostering their growth and development while contributing to our overall success.
  • Dynamic Environment: Thrive in a fast-paced, evolving atmosphere where your skills will be challenged and valued every day.
  • Strategic Impact: Your insights and recommendations will directly influence our decision-making processes and drive our growth trajectory.
  • Commitment to Excellence: Join a team that prioritizes quality, attention to detail, and continuous improvement in all aspects of our operations.

 

Qualifications:

  • CPA or CFA license required.
  • 5-7 years of relevant experience, preferably in fund or asset management.
  • Exceptional organizational skills with an unwavering commitment to quality.
  • Strong communication skills with the ability to collaborate effectively across departments and build relationships with stakeholders.
  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
  • Demonstrated respect for our people-centered culture, with the capacity to lead and follow as needed.

 

Join a great firm and make a significant impact on their financial operations as they continue to grow and evolve. Your expertise will be instrumental in shaping their future success.

Apply now and become a vital part of their team!

 

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