Vice President Finance- Management Company

Vice President, Finance – Management Company

Join a sophisticated financial services firm in a broad finance leadership role with ownership across management company accounting, financial reporting, partnership tax and equity, cross-border finance, and FP&A. This position offers significant exposure to senior leadership and the opportunity to oversee the financial infrastructure supporting a growing global organization.

Responsibilities as the Vice President, Finance:

• Management Company Accounting: Own the general ledger and monthly and annual close processes across the U.S. management company, GP entity, and international subsidiary.


• Financial Reporting: Prepare U.S. GAAP combined and consolidated financial statements, including supporting schedules and financial statement footnotes.


• Audit Management: Lead the annual external audit from planning through completion, including PBC requests, technical accounting memos, auditor coordination, and final sign-off.


• Cross-Border Accounting: Manage intercompany activity, foreign subsidiary accounting, intercompany loans, eliminations, FX considerations, and cost-plus recharge arrangements.


• Partnership Tax: Coordinate federal, state, and international tax processes, including Form 1065 workpapers, partner K-1 allocations, estimated payments, and related tax reporting.


• Partner Equity: Maintain ownership records, partner capital accounts, units, vesting schedules, admissions and withdrawals, capital contributions, and distributions.


• Distribution Modeling: Model and administer partner distributions and equity economics while ensuring accurate allocation of income and loss.


• Budgeting & Forecasting: Own the annual operating budget, periodic reforecasts, budget-to-actual analysis, and driver-level reporting for senior leadership.


• Cash Flow & Financial Modeling: Maintain rolling cash flow forecasts and build financial models supporting hiring, new offices, new entities, fee revenue, and other strategic growth initiatives.


• Management Reporting: Develop recurring financial and operating reporting packages that provide senior leadership with visibility into performance, liquidity, and key business drivers.


• Process & Controls: Enhance accounting processes, financial controls, reporting infrastructure, and scalable workflows as the organization continues to grow.

Qualifications for the Vice President, Finance:

• Experience: 5+ years of progressive accounting and finance experience with significant corporate or management company accounting responsibility.


• Accounting: Strong knowledge of U.S. GAAP with experience preparing consolidated financial statements and managing complex entity structures.


• Audit: Demonstrated experience managing external financial statement audits and coordinating directly with external auditors.


• Partnership Tax: Strong understanding of partnership taxation, including Form 1065 workpapers, K-1 allocations, state and local filings, and partner capital accounts.


• Partner Equity: Experience maintaining partnership or member ownership records, including units, vesting, admissions, withdrawals, distributions, and equity economics.


• Cross-Border Experience: Exposure to foreign subsidiaries or branches, FX translation and remeasurement, intercompany accounting, and transfer pricing concepts.


• FP&A: Experience building operating budgets, cash flow forecasts, variance analyses, and driver-based financial models.


• Technical Skills: Advanced Excel skills with the ability to own complex, formula-driven consolidation, forecasting, and financial reporting models.


• Attributes: Highly analytical and detail-oriented with strong ownership, communication, and problem-solving skills and the ability to work directly with senior leadership.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.