VP of Accounting and Administration to CFO

Vice President of Accounting & Administration (If out of the Chicago area you must be able to relo within 1 year with our relo assistance) This is a Hybrid role. Executive Leadership Role | Defined Path to CFO The Opportunity We are seeking a high-impact financial executive to serve as Vice President of Accounting & Administration, with a clear and intentional path to Chief Financial Officer. This role is designed for a leader who thinks beyond debits and credits — someone who can modernize infrastructure, elevate financial insight, represent the firm at the board level, and help shape long-term strategy. The successful candidate will be both technically rigorous and strategically influential, capable of operating at the detail level while contributing meaningfully to executive decision-making and governance. Executive Scope & Impact Enterprise Financial Leadership Oversee all accounting operations, including General Ledger, monthly close, and consolidated financial reporting Direct preparation and oversight of monthly, departmental, and multi-entity P&Ls Lead revenue and expense variance analysis with actionable executive insights Reconcile accrual-based reporting to cash-based financial statements Oversee complex firm-wide commission calculations Ensure integrity, transparency, and timeliness of all financial reporting Board & Fund Governance Exposure Serve as the firm’s financial representative to a governing board overseeing three Mutual Funds and three ETFs Support board-level reporting, governance standards, and regulatory alignment Partner with senior leadership on strategic financial initiatives Infrastructure & Process Modernization Optimize and evolve Sage accounting systems Drive automation of manual accounting workflows Develop and oversee KPI dashboards that enhance operational visibility Strengthen internal controls and scalable financial infrastructure Leadership & Administrative Oversight Lead and develop a team of 10+ accounting professionals Build bench strength and succession planning within finance Oversee administrative operations through direct management of the Office Manager (facilities, vendor coordination, reception, communications systems) Ideal Profile Bachelor’s or Masters degree required; CPA strongly preferred 8+ years of progressive accounting leadership experience with increasing scope and influence Demonstrated success leading accounting teams of 5+ professionals Experience managing multi-entity or complex financial structures Strong systems orientation with a track record of automation and operational improvement Executive presence with the ability to interact confidently in board settings Asset management or financial services experience preferred What Success Looks Like A highly disciplined, efficient close process Executive-ready financial reporting and KPIs Modernized systems and reduced manual processes Strong governance posture in board and fund oversight Seamless progression into the CFO role Why This Role Is Different This is not a back-office accounting leadership position. It is a strategic succession role for a finance executive ready to broaden their influence, strengthen enterprise infrastructure, and transition into a CFO seat #J-18808-Ljbffr Confidential Company