Vice President, Finance

Compensation: $190k-$215k, 20-25% targeted bonus range Start Date: Immediate Benefits: Comprehensive benefits package, including 100% employee-paid health coverage, day-one 401(k), PTO, and more. Company Description Overlay Capital is a private fund manager investing in the enabling infrastructure of the future across energy, waste, and the built environment. We focus on essential systems where advances in technology are driving step improvements in cost, performance, and resilience. We operate with a commitment to excellence, transparency, and long-term impact. Position Overview We are seeking a highly capable, hands-on Vice President, Finance to lead the day-to-day financial operations, corporate finance infrastructure, treasury, reporting, and financial systems of the firm. This is a high-ownership role for a finance leader who can operate across FP&A, accounting oversight, treasury, compensation, tax coordination, financial reporting, and technology-enabled finance operations. The VP, Finance will serve as the central owner of the firm’s corporate financial infrastructure and will work closely with the CEO and the Head of Fund Accounting & Operations, investment team, tax advisors, legal counsel, and external service providers. This role is expected to bring increasing automation, discipline, transparency, and scalability to the firm’s finance function. Key Responsibilities 1. Corporate Finance, FP&A & Cash Management Own the firm’s corporate financial planning, forecasting, budgeting, and cash-flow management. Maintain and continuously improve the firm’s three-year financial forecast and operating model. Develop financial models for new products, business lines, hires, compensation structures, and other strategic initiatives. Maintain weekly budget and forecast updates and provide management with timely visibility into financial performance. Manage daily corporate cash flow, liquidity, and funding requirements. Develop and maintain financial reporting across management company and GP entities. Support management in evaluating financial implications of strategic and operating decisions. Identify opportunities to improve profitability, cash generation, and corporate financial efficiency. Own the firm’s corporate bookkeeping and financial reporting infrastructure. Lead administration and ongoing optimization of Sage Intacct and related financial systems. Oversee transaction classification, reconciliations, bookkeeping entries, and accounting processes. Build, maintain, and distribute recurring and ad hoc financial reports. Produce consolidated reporting across management company and GP entities. Coordinate with fund administrators and external accounting providers to resolve unreconciled transactions and other accounting issues. Oversee preparation of corporate financial statements and divisional reporting. Establish appropriate accounting processes, controls, and documentation as the organization scales. 3. Treasury & Banking Own the firm’s banking relationships, accounts, access controls, and corporate liquidity infrastructure. Manage corporate bank accounts Manage daily cash movements, transfers, wires, ACH transactions, investment funding, invoice payments, and money-market sweeps. Maintain appropriate dual-control procedures for cash movements. Ensuring appropriate segregation of duties, approvals, and controls around company cash.Ensure appropriate segregation of duties, approvals, and controls around company cash. 4. Entity Management & Corporate Administration Oversee financial and administrative management of corporate entities, including U.S., Cayman, and Canadian entities. Manage entity registrations, regulatory filings, and ongoing entity maintenance. Coordinate new entity formation with legal and tax advisors. Maintain entity-level financial records and cash-flow requirements. Manage corporate and entity-level invoicing, accounts receivable, and payment processes. Coordinate intercompany balances and receivables across the firm’s entities. Support distribution holdback calculations and related financial analysis. Maintain appropriate documentation and financial records for all entities. 5. Ownership, Cap Table & Tax Administration Manage subscription agreements and ownership records. Maintain the corporate cap table, including vesting, sales, and convertible instruments. Coordinate corporate tax preparation and K-1 distribution with external tax advisors. Maintain GP ownership and cap tables. Calculate GP ownership interests, sales percentages, and related economics. Administer employment agreements and side-letter-related ownership provisions. Support GP formation, operating agreements, grants, and related documentation. Manage vesting and ownership records. Coordinate GP tax preparation and K-1 distribution. 6. Compensation & Corporate Infrastructure Own semi-monthly payroll administration and related processes. Manage employee expense, revenue-share, profit-share, and bonus calculations. Calculate sales compensation, bonus pools, revenue shares, and related payment amounts. Manage internal and external revenue-sharing arrangements. Ensure compensation calculations are accurate, timely, documented, and consistent with applicable agreements. Own recurring and ad hoc corporate invoicing. Manage invoice tracking, processing, approvals, and payment workflows.Oversee employee expense-report processes, including review, categorization, and approval. Maintain visibility into outstanding receivables and payables. Coordinate with internal stakeholders and external counterparties regarding payment and invoicing matters. Own the firm’s financial and administrative relationships with benefits providers, including health, retirement, life, disability, and related programs. Manage key corporate software and financial/operational platforms. Maintain appropriate ownership, access controls, billing, and administration for core corporate systems. Leadership & Cross-Functional Responsibilities The VP, Finance will work closely with the CEO and the Head of Fund Accounting and Operations and serve as a key financial operating partner to the firm’s leadership team. Responsibilities include: Establishing scalable financial processes and controls. Building a culture of financial discipline and accountability. Providing management with accurate, timely, and actionable financial information. Coordinating effectively with external accountants, tax advisors, fund administrators, attorneys, banks, insurance providers, and other service providers. Managing and improving external finance/accounting resources as the organization scales. Identifying opportunities to outsource, automate, or eliminate low-value processes. Protecting the firm’s financial assets, information, and systems. Ensuring that financial processes can scale with the firm’s growth. Ideal Candidate We are looking for an experienced finance professional who combines strong technical finance skills with exceptional operational judgment and ownership. The ideal candidate will have: 8-15+ years of progressively responsible finance, accounting, FP&A, or corporate finance experience. Experience in private equity, asset management, investment management, financial services, or another complex multi-entity environment strongly preferred. Strong understanding of corporate accounting, FP&A, treasury, cash management, and financial reporting. Experience managing multiple legal entities and intercompany relationships. Experience with cap tables, ownership structures, compensation arrangements, and tax coordination. Strong financial modeling and forecasting capabilities. Experience implementing or managing ERP/accounting systems; Sage Intacct experience is a plus. Excellent Excel/modeling skills and comfort working with financial data. Strong systems orientation and an interest in automation and AI. Ability to work effectively with attorneys, accountants, tax advisors, fund administrators, bankers, and senior executives. Exceptional attention to detail without losing sight of the broader business objective. Ability to operate independently and take complete ownership of projects and processes. Excellent judgment, discretion, and integrity. What Success Looks Like Within the first 12 months, the successful candidate will have: Created a highly reliable and scalable corporate finance infrastructure. Established clear, timely, and accurate management reporting. Improved the firm’s forecasting and cash-flow visibility. Strengthened treasury, banking, and financial controls. Established clear ownership and documentation for all corporate and GP entities. Improved the accuracy and efficiency of payroll, bonus, revenue-share, and ownership calculations. Built a finance technology stack capable of supporting significant future growth. Become the CEO's trusted operational owner of the firm’s corporate financial infrastructure. #J-18808-Ljbffr Overlay Capital LLC