Coda Search│Staffing
Director of Finance & Accounting @ Global Asset Management
Coda Search│Staffing, New York, New York, us, 10261
Overview
Our client is a Boutique Investment Trading Firm that has been in High Growth seeking a Head of Finance and Accounting professional that will be reporting to CEO/COO. This role will drive their Finance/Financial Operations. This professional will be an integral part of the organization working with Stakeholders, Executive Management Team along with business partner in operations and external advisors. Responsibilities
Drive and Lead Finance/Financial Operations - Full Financials including budgeting, forecasting, planning, Month-End, Taxation, and Audit. Work directly with third-party vendors including clearing brokers, Audit & Tax Firms along with technology providers. Identify risk and advise senior leadership on initiatives Develop financial metrics to track performance across the company\'s financial operations Investor Reporting including KYC, inquiries, and presentations to stakeholders Analyze strategic, operational, and financial impacts of firm actions, effectively communicate outcomes/strategic scenarios to management Create and present key business insights to C-Suite executive management team Manage a small team Requirements/Qualifications
Bachelor\'s degree in Finance, Accounting or Economics preferred; CPA is needed Must have 10+ years’ experience in Accounting & Finance - FP&A Audit/Accounting in past experience Experienced in trading firm\'s (prop) hedge fund, or asset management Seniorities
Director Employment type
Full-time Job function
Finance and Accounting/Auditing Industries
Venture Capital and Private Equity Principals, Financial Services, and Investment Banking
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Our client is a Boutique Investment Trading Firm that has been in High Growth seeking a Head of Finance and Accounting professional that will be reporting to CEO/COO. This role will drive their Finance/Financial Operations. This professional will be an integral part of the organization working with Stakeholders, Executive Management Team along with business partner in operations and external advisors. Responsibilities
Drive and Lead Finance/Financial Operations - Full Financials including budgeting, forecasting, planning, Month-End, Taxation, and Audit. Work directly with third-party vendors including clearing brokers, Audit & Tax Firms along with technology providers. Identify risk and advise senior leadership on initiatives Develop financial metrics to track performance across the company\'s financial operations Investor Reporting including KYC, inquiries, and presentations to stakeholders Analyze strategic, operational, and financial impacts of firm actions, effectively communicate outcomes/strategic scenarios to management Create and present key business insights to C-Suite executive management team Manage a small team Requirements/Qualifications
Bachelor\'s degree in Finance, Accounting or Economics preferred; CPA is needed Must have 10+ years’ experience in Accounting & Finance - FP&A Audit/Accounting in past experience Experienced in trading firm\'s (prop) hedge fund, or asset management Seniorities
Director Employment type
Full-time Job function
Finance and Accounting/Auditing Industries
Venture Capital and Private Equity Principals, Financial Services, and Investment Banking
#J-18808-Ljbffr