About The Company

Our client is a family office supporting businesses across various stages, from early growth to mature enterprises, spanning industries like healthcare, education, and renewable energy.

Responsibilities

• Implement and manage the firm’s portfolio monitoring system
• Establish and manage standardized workflows for deal closings and portfolio company onboarding
• Design and implement improved reporting and funding processes
• Establish governance frameworks and financial controls
• Drive or assist with financial planning and forecasting processes
• Partner with accountants and bookkeepers
• Manage complex cap tables and equity documentation
• Provide analytical and due diligence support for investment decisions
  
  

Requirements

• Bachelor’s degree in accounting or finance
• 2-4 years of related experience
• Experience within Big 4, fund admin, and/or transaction advisory services
• Experience with Carta or other equity management platforms
• CPA or parts passed
• Knowledge of PE and VC strategies
  
  

Salary Range

$100,000-$125,000