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Consultant - Hedge Fund/Family Office Controller

Remote:

Full Remote

Contract:

Freelance

Experience:

Senior (5-10 years)

Work from:

New York (USA)

Offer summary

Qualifications:

Bachelor’s Degree in relevant field, 6+ years experience as Controller.

Key responsabilities:

Manage financial records and reporting
Lead audit and tax processes
Enhance accounting systems and controls

Arootah LLC Professional Training & Coaching Small startup https://www.arootah.com/

2 - 10 Employees

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Job description

Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. 

Visit us at https://arootah.com/hedge-fund-advisory/ for more information.

WHO WE NEED:

Arootah is searching for experienced Controllers to consult to our highly prestigious client base.  As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience supporting the Chief Financial Officer (CFO) in managing the day-to-day accounting and finance functions for a leading Hedge Fund or Family Office. 

What You'll Do

Best practice reviews. 

Developing realistic and effective action plans.

Breaking apart goals into actionable steps. 

Advising on vendor selection and oversight.

Creating and implementing policies, procedures, and control measures. 

Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. 

Special projects or other areas of need.

Who You Are

Maintain the financial records of the firm, through collaboration with and management of the firm’s external accounting company and the CFO through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports.

Control and review the payroll processing system to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions

Manage the month-end close process, which includes collaborating with the CFO, external accountants, and other teams across the firm.

Enhance the operational efficiency, timeliness, and quality of the firm’s financial reporting through the collection, consolidation, and analysis of financial data.

Manage accounts receivables and payables including the timely collection of receivables and payment of invoices.

Provide senior leadership with information vital to decision-making processes including budget versus actual reporting, cash balances and forecasted liquidity, and other KPIs such as variances, trends, and deficiencies.

Based on historical trends and analyses, build pro forma financial models to help predict the impact of potential decisions.

Help to ensure the fiscal integrity of the company’s business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk.

Lead the audit and tax processes by working closely with the external auditors and tax accountants and responding to requests as needed.

Assist with quarterly and annual SEC and regulatory reporting/filings as it relates to providing all financial and accounting data.

Qualifications

A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or a related field.

CPA designation or advanced degree (MBA, etc.) is a plus.

6+ years of prior work experience, specifically as a Controller for a Hedge Fund or Family Office.

4+ years of proven experience in a financial or accounting capacity with a Hedge Fund, Family Office, Investment Management firm or Big 4 accounting firm.

Have extensive experience with cash and working capital management and forecasting, as well as strong technical accounting skills, GAAP accounting, and management reporting experience.

Strong technical skills, particularly with Microsoft applications (Word and Excel), and a proven proficiency in accounting software or financial applications (QuickBooks, etc.)

In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax regulations and financial covenants.

Highly organized, strong attention to detail and able to prioritize with excellent management and supervisory skills.

Become part of a well-funded disruptor in the finance and technology space. 

The ability to work remotely.

Flexible hours and ability to choose your assignments.

The hourly consulting rate of pay is expected to be a minimum of $150 and a maximum of $250, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience.