drjobs Managing Director – CFO Support Services (Alternative Assets)

Managing Director – CFO Support Services (Alternative Assets)

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

This role involves leading client relationships by providing expert accounting guidance overseeing financial processes and ensuring timely and accurate deliverables. It requires strong collaboration within a team environment including mentoring supervising staff and improving operational efficiency. Additionally the position includes managing audits tax filings budgeting and client onboarding while identifying opportunities for service expansion and maintaining high-quality client service.

What youll do

  • You will lead client relationships by serving as the primary contact offering accounting guidance and ensuring deliverables are completed accurately and on time.
  • Youll foster a collaborative team environment through mentoring training and active participation in meetings and departmental initiatives.
  • You are responsible for evaluating and improving financial processes managing client onboarding and aligning expectations using best practices.
  • You will oversee financial reporting audits tax filings and fee calculations ensuring compliance with fund documents and accounting policies.
  • Youll manage billing monitor engagement economics supervise direct reports and identify opportunities to expand services across IQEQ segments.

What we offer

  • IQ-EQ offers a comprehensive benefits package designed to support employees well-being and work-life balance. 
  • Employees receive generous paid time off including 20 days of PTO and 7 sick days annually with PTO increasing over time. The company also observes 10 paid holidays each year and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
  • Health benefits include medical dental vision mental health support and additional ancillary insurance plans. 
  • Additional benefits include paid parental leave and a hybrid work schedule promoting both personal and professional fulfillment.
  • The salary for this position will be dependent on experience and location ($185000-$225000). 

 


Qualifications :

  • You bring 15 years of experience in alternative investment management (hedge funds private equity venture capital or real estate) along with a bachelors degree in accounting and an active CPA license.
  • You have deep expertise in fund accounting and financial reporting ideally with some in-house experience.
  • You excel at managing multiple client engagements while maintaining strong attention to detail and multitasking effectively.
  • You demonstrate superior leadership organizational interpersonal and communication skills.
  • Youre proficient in Microsoft Office and familiar with tools like QuickBooks Expensify NetSuite and Sage.


Additional Information :

OUR COMMITMENT TO YOU AND THE ENVIRONMENT 

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.  

There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.  

#LI-HYBRID


Remote Work :

No


Employment Type :

Full-time

Employment Type

Full-time

Company Industry

Department / Functional Area

Client Services

About Company

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