Vice President Finance

Overview

We are a fast-growing, partner-led investment bank specializing in debt advisory and capital markets solutions for middle-market and institutional clients. As we continue to scale across strategies, products, and legal entities, we are seeking a Vice President of Finance to own the firm’s financial infrastructure and act as a thought partner to senior leadership.

This role sits at the intersection of FP&A, accounting oversight, and strategic decision support
, with meaningful exposure to investor relations and firm-level economics
. The ideal candidate is both technically strong and commercially minded—comfortable moving from board-level analysis to rolling up sleeves in the details.

• Own the end-to-end FP&A function
  , including annual budgeting, rolling forecasts, and long-range planning
• Develop and maintain cash flow models
  , scenario analyses, and liquidity forecasting across multiple legal entities
• Produce timely, decision-oriented monthly and quarterly reporting packages for senior management and partners
• Build performance analytics around:
• Revenue by product, client, and banker
• Compensation economics and incentive structures
• Firm-level and practice-level profitability
• Continuously improve forecasting accuracy, reporting cadence, and analytical rigor as the firm scales
• Oversee day-to-day corporate accounting and fund accounting
  , ensuring accuracy, controls, and compliance
• Manage and develop an internal accounting team; set clear expectations, workflows, and development paths
• Partner with external firms on tax, audit, and technical accounting matters
• Ensure clean close processes and scalable financial systems across multiple entities and structures

• Support investor reporting
  , capital partner communications, and ad-hoc analysis
• Assist in preparing materials for:
• Capital raises or balance sheet initiatives
• Strategic planning and growth initiatives
• Gain direct exposure to firm leadership, economics, and long-term strategic decision-making

• Leadership has clear, timely visibility into firm performance and forward outlook
• Budgets and forecasts are credible, dynamic, and decision-ready
• Accounting and fund operations run smoothly, accurately, and on time
• Finance function evolves from “reporting” to strategic enablement
• The firm is equipped with financial infrastructure that supports scale

• 7–12+ years of experience in finance, FP&A, accounting, or a related role within:
• Investment banking
• Alternative asset management
• Financial services or professional services
• Strong command of:
• FP&A and financial modeling
• Cash flow and liquidity management
• Multi-entity accounting environments
• Experience managing and developing teams
• High level of comfort working with senior leadership and ownership groups
• CPA, CFA, or MBA preferred but not required