Controller

Our client, a well-respected private investment group, is seeking a Controller to serve as a key member of the firm’s internal finance function. This role reports directly to the CFO and provides financial oversight across both the investment funds and the management company. Following the recent outsourcing of core fund administration and transactional accounting to an outsourced partner, this role is less traditional “do-the-accounting” and more own, oversee, analyze, and improve. This role is a hybrid of fund oversight, management company finance, investor reporting, financial planning and analysis, outsourced provider management, and process improvement and strategic finance support. In a small, high-performing firm environment, it offers significant exposure to firm leadership as well as strong long-term growth opportunity. Responsibilities Fund Finance Oversight Supervise and review work performed by Juniper Square related to fund accounting, financial reporting, and partner capital statements Serve as internal owner of fund financial integrity, controls, and process quality Coordinate annual audits and tax processes with outside auditors and advisors, including K-1 and partnership-related support Prepare and support quarterly LP reporting packages, fundraising materials, and ad hoc investor reporting Support investment performance reporting, valuation processes, and portfolio-level analyses Assist with capital call and distribution activities and respond to investor requests as needed Management Company Finance Oversee outsourced transactional activity including payroll, AP, and related accounting processes Prepare partner-level management reporting, forecasting, liquidity and cash flow analysis Develop ad hoc financial models, analyses, and scenario work to support firm leadership decision-making Review expense allocations and support process improvement and controls enhancement Qualifications CPA required with strong public accounting background; Big 4 or top regional firm preferred Experience in fund accounting, private equity, or investment partnership environments preferred Strong Excel and financial modeling skills required Experience managing third-party providers and/or teams preferred Strong analytical ability with a process improvement mindset Self-starter who can operate independently while partnering closely with senior leadership #J-18808-Ljbffr Orion Solutions Group