VP of Finance

A leading investment management firm is seeking a Vice President of Finance to oversee the financial operations, risk management, and strategic planning of its portfolio. This role requires deep expertise in financial analysis, forecasting, and reporting, with a strong emphasis on optimizing liquidity, leverage, and overall financial performance. The VP will play a critical role in driving strategic decisions, ensuring compliance, and enhancing the company’s financial health. Compensation includes a competitive salary and a discretionary performance-based bonus.

• Financial Strategy & Planning:

  • Lead the development and implementation of financial strategies to support business goals.

  • Oversee portfolio diversification efforts to align with long-term financial objectives.

  • Conduct stress testing and scenario analysis to evaluate financial resilience and identify growth opportunities.

• Financial Operations & Reporting:

  • Develop and maintain comprehensive financial reports and dashboards for stakeholders, including equity partners and lenders.

  • Manage the preparation of financial statements, ensuring accuracy and compliance with relevant standards.

  • Perform in-depth financial analyses and modeling to support investment decisions and strategic planning.

• Liquidity & Capital Management:

  • Design and manage cash flow forecasting models to ensure liquidity for operations and investments.

  • Optimize capital deployment, balancing portfolio growth with liquidity needs.

  • Oversee capital calls and distributions to equity partners, ensuring timely and efficient processes.

• Leverage & Risk Management:

  • Monitor leverage levels and maintain compliance with financial covenants and lender requirements.

  • Develop and manage tools to track covenant compliance and project leverage needs across the portfolio.

  • Evaluate and optimize capital structures to maximize returns while mitigating financial risks.

• Team Leadership & Collaboration:

  • Collaborate with executive leadership on financial strategies and risk management initiatives.

  • Provide mentorship and guidance to finance team members, fostering professional growth.

  • Partner with cross-functional teams to align financial operations with organizational goals.

• Minimum of 5 years of experience in finance, portfolio management, or a related field, with a preference for backgrounds in real estate, private equity, or private credit.

• Advanced degrees or certifications such as an MBA, CPA, or CFA are highly preferred.

• Proven expertise in financial modeling, forecasting, and liquidity management.

• Strong understanding of leverage, capital allocation, and financial risk management.

• Exceptional analytical and problem-solving skills with a strategic mindset.

• Proficiency in financial software and advanced Excel modeling.

• Bachelor’s degree required, preferably in Finance, Accounting, or Economics