Director of Finance

NYC Private Equity - Investment Management Firm

J Harlan Group is currently conducting a search for an experienced and highly motivated Director of Finance, at a prominent NYC Private Equity - Investment Manager.

An exciting opportunity to join this fast-growing and dynamic investment organization that is experiencing exceptional growth!

The Director of Finance will be a pivotal member of their leadership team, responsible for overseeing all financial functions, including tax, financial planning and analysis (FP&A), and financial reporting.

This individual will report directly to the Chief Financial Officer (CFO) and will ensure the integrity of their financial practices, drive strategic financial planning, and support the firm’s growth and profitability goals. The ideal candidate will bring extensive experience in financial management, an understanding of tax regulations, and a proven ability to lead complex financial functions.

Key Responsibilities:

• Financial Strategy: Develop and implement comprehensive financial strategies that support the firm’s strategic objectives and enhance shareholder value.
• FP&A: Lead the financial planning and analysis function, providing insightful analysis, budgeting, forecasting, and financial modeling to support strategic decision-making.
• Financial Reporting: Ensure the accurate and timely preparation of financial statements, management reports, and other financial disclosures in compliance with regulatory standards and internal policies.
• Operational Efficiency: Drive continuous improvement in financial processes, systems, and controls to enhance efficiency, accuracy, and compliance.
• Risk Management: Identify, assess, and mitigate financial risks, ensuring robust internal controls and risk management practices.
• Stakeholder Engagement: Collaborate with internal and external stakeholders, including senior management, investors, auditors, and regulatory bodies, to ensure transparent and effective financial communication.
• Team Leadership: Lead and mentor the finance team, fostering a culture of excellence, collaboration, and professional growth.
• Strategic Projects: Support strategic initiatives, including mergers and acquisitions, capital raising, and other corporate finance activities.
  

The ideal candidate would have a background including:

• Minimum of 12 years of experience in finance, with a strong background in tax, FP&A, and financial reporting, preferably within the private equity or infrastructure sectors.
• Proven leadership experience, with a track record of managing high-performing finance teams.
• Deep understanding of financial instruments, tax regulations, and reporting standards.
• Strong analytical, strategic thinking, and problem-solving skills.
• Excellent communication and interpersonal skills, with the ability to interact effectively with senior management and external stakeholders.
• Proficiency in financial management systems and software, including advanced financial modeling capabilities.
  

Education:

• Strong academic record and a bachelor’s or higher degree in Finance, Accounting, Business Administration, or a related field; MBA or relevant advanced degree preferred.

• Certified Public Accountant (CPA) or equivalent professional qualification is highly desirable.
  

An individual who loves working with deep and complex financial problems and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investment accounting, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at jgoldberg@jharlan.com or directly contact us at (212) 792-0099

About the Client:

The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. The firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis.

They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm’s senior partners in a highly collaborative and charged investment environment.

Successful candidates are:

• Analytic and relentless in pursuit of the right answer
• Strong communicators who excel at rapid synthesis
• Able to demonstrate sound business judgment
• Able to digest complexity while maintaining an understanding of the “big picture” of business needs
• Team players who are energized by a collaborative enterprise
  

The firm’s employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients.

The estimated salary range is $175,000-$250,000 plus employees may also be eligible for annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to relevant skills, experience, qualifications, and geographic location.

Posted On: Tuesday, August 6, 2024