Position Overview: This role will have three primary functions:

1. Firm Finance & Accounting Leadership - Leading internal Finance Team, you will play a key role in managing the financial activities of our organization. Your responsibilities will include financial strategy, financial planning and analysis, financial reporting, internal controls, and ensuring compliance with accounting standards. You will work closely with the Controller to provide financial insights and support strategic decision-making.
2. Investor Relations & Fund Reporting - Own and lead  investor relations function, serving as the primary point of responsibility for all limited partner communications and reporting. Your responsibilities will include managing quarterly and annual investor reporting, capital calls and distributions, investor portals, audits, and ad hoc LP requests. You will coordinate the preparation and delivery of financial materials, investor letters, and annual meetings, and support fundraising and diligence processes in partnership with senior leadership. You will work closely with internal teams and external service providers to ensure timely, accurate, and high-quality investor communications that reinforce transparency, credibility, and trust with  investor base
3. Compliance, ESG & Firm Operations - Support and manage firm-level compliance, ESG, and operational initiatives, helping ensure the organization operates in accordance with regulatory requirements and internal governance standards. Your responsibilities will include maintaining compliance calendars, coordinating with external advisors on regulatory filings and examinations (including SBIC-related requirements), and supporting the preparation of compliance and ESG reporting. You will also lead and execute firm-level operational projects and special initiatives that enhance infrastructure, processes, and institutional readiness, working cross-functionally to improve efficiency, governance, and scalability as the firm continues to grow.

Key Responsibilities:

• Lead financial planning, forecasting, and budgeting processes to support sound decision-making.
• Ensure accurate and timely financial reporting including the preparation of financial statements, management reports and variance analysis.
• Identify and mitigate financial risks through effective risk management practices, including insurance and hedging strategies.
• Manage Cash flow and liquidity to support the company’s operational needs and capital requirements.
• Collaborate with internal and external stakeholders, including banks, external tax preparers, auditors, and legal advisors to achieve financial objectives.
• Oversee the maintenance and enhancement of financial systems and technology to streamline financial processes.
• Own all investor relations deliverables across funds, including annual investor meetings and ongoing LP communications, reporting calendars, portals, and data rooms.
• Support fundraising, diligence, and placement agent coordination.
• Manage compliance calendars including SBIC requirements.
• Support ESG reporting and firmwide operational initiatives.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA certification preferred.
• 12+ years of experience in accounting or finance role; previous experience at a public accounting firm preferred.
• Strong understanding of GAAP and financial reporting standards.
• Acute attention to detail with accuracy, consistency, and a high degree of quality in work.