Note: The job is a remote job and is open to candidates in USA. KBW Financial Staffing & Recruiting is seeking a VP of Finance for an Investment Fund focused on strategy and growth. This role involves coordinating with external auditors, preparing cash flow forecasts, and supporting financial reporting processes for portfolio companies.
Responsibilities
- Coordinate with external auditors, including Deloitte, and portfolio companies to support the preparation and filing of tax returns
- Prepare and maintain cash flow forecasts for portfolio companies to support liquidity planning and funding decisions
- Draft and distribute funding communications and capital call-related emails to portfolio companies and stakeholders
- Monitor portfolio company funding needs and ensure companies receive appropriate and timely funding allocations
- Support quarterly and annual financial reporting processes for the fund and portfolio companies
- Review and approve bank transfers in accordance with internal controls and fund policies
- Assist with onboarding new portfolio companies into the fund, including operational setup and documentation coordination
- Maintain accurate financial records, reporting schedules, and supporting documentation
Skills
- CPA is required
- Need someone with a Tax background – this person will be working with Deloitte and the portfolio companies to file tax returns
- Financial Reporting
- Cash Flow Forecasting
- Due Diligence/Compliance background
- M&A exposure
- VC/PE background would be very helpful
Benefits
Company Overview
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing. It was founded in 2005, and is headquartered in Bedford, New Hampshire, USA, with a workforce of 11-50 employees. Its website is https://www.kbwfinancial.com/.