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Director of Finance (Alternative Investments)

Coda Search

Coda Search

Accounting & Finance
New York, NY, USA
Posted on Mar 26, 2025

Our client is a rapidly growing premier NYC based Financial Firm, seeking a Director of Finance, ideal individual will be asked to oversee financial projections, manage financial budgets/analysis, make recommendations for strategic change and present to executive committees

Responsibilities:

  • Oversee global FP&A operations, including budgeting, forecasting, and strategic planning, reporting directly to Chief Financial Officer
  • Own firm-wide budget process and partnered with business unit heads to develop revenue, expense projections.
  • Collaborate cross-functionally with teams including Sales, Operations, Engineering, Product, Marketing, and Human Resources on various initiatives impacting the financial reporting of the company including all financial metrics and KPI’s
  • Manage all aspects of the monthly close process including revenues, expenses, T&E, equity, and taxes
  • Create the full financial model and produce quarterly board reporting packages
  • Present monthly financial updates and analysis before the Board of Directors
  • Develop and drive necessary financial policies, procedures, and internal controls, and play a leading role in directing change initiatives and process improvements
  • Create executive presentations of financial results for review with senior executives
  • Support external audit engagements including managing and coordinating with auditors and external service providers, and preparation/review of audited financial statements and footnote disclosures
  • Identify risks, implement controls, and maintain proper process documentations
  • Provide support for other ad hoc analyses and projects as needed

Skills/Qualifications:

  • Bachelor's Degree in Accounting is a must, CPA preferred not required
  • 10+ years accounting experience out of Public Accounting or Private Accounting team is a plus.
  • In depth experience working with general ledger and financial analysis, including journal entries and doing detailed account analyses.
  • Strong background in financial modeling and data analysis tools (Excel, VBA) budgeting, and forecasting with a solid understanding of financial statements and financial analysis techniques
  • Experience or interest in accounting for financial/technology companies