Groom to become the CFO! CPA required with prior Big 4 Experience. Investment or Fund Experience Ideal!

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A bit about us:

We are a high growth private investment firm looking to add a high powered Controller

Why join us?

  • Growth & Opportunity
  • CFO Track
  • High Exposure & Visibility
  • Entrepreneurial culture with a high-energy, fast-paced team

Job Details


  • Supervise and lead all finance team duties, from day-to-day financial tasks, payables, receivables, group consolidations, to cross-department financial transactions.
  • Deliver occasional analysis and support specialized projects for the wider team.
  • Aid in managing our Customer Relationship platform, ensuring updates are precise and on schedule.
  • Oversee the signing and processing of legal paperwork and agreements.
  • Spearhead and synchronize daily office operations and periodic maintenance.
  • Always make certain the office remains well-stocked with essential items.
  • Offer a warm and professional reception to those visiting our workspace.
  • Oversee incoming and outgoing correspondence with punctuality and precision.
  • Facilitate and arrange meetings with internal teams and external collaborators when required.
  • Lead advanced tasks for our parent company, including: financial mergers, cross-team monetary matters, and fiscal predictions and analyses.

Key Competencies:

  • An undergraduate degree focused on Financial Studies.
  • At least 4 years, but no more than 10 years, in the financial sector.
  • Hands-on experience in financial roles with a favorable view of those experienced in taxation, official accounting certifications, group mergers, and investment-centric businesses. Prior exposure to Business Central 365 platform is advantageous.
  • A history of handling organizational and paperwork-heavy roles.
  • Mastery in the MS Office toolset.
  • Exceptional interpersonal skills combined with effective multitasking capabilities.
  • Insight or exposure to partnership returns and personal financial reporting.
  • Prior experience in the investment realm, covering areas like: fund management, fiscal documentation, capital fundraising, loan dealings, shareholder reports, asset trades, and organizational legalities.

Beneficial Expertise:
  • Financial groupings, cross-team financial nullifications, fiscal predictions, procedural checks, month-end financial closures, financial planning, key performance indicators, contract and monetary deal mediations, and comprehension in overseeing financial contracts and non-disclosure agreements.
  • A proclivity for those holding official accounting certifications or those who have been associated with top-tier financial firms or comparable entities.

Career Trajectory:
This role is a stepping stone, offering the apt individual the chance to showcase their commitment, skills, and leadership mettle. The vision is to find someone who, over time, can evolve into a Chief Financial Officer's capacity.

Additional Insights:
We're on the hunt for a versatile individual, adept in financial intricacies, yet equally comfortable with organizational tasks.
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Job Details
Managed by Jobot Pro
Indianapolis, IN
Job Type
$110,000 - $130,000