What are the responsibilities and job description for the Controller position at Orion Solutions Group?
Controller
Our client, a well respected private investment group, is a leading is seeking a controller to serve as a key member of the firm’s internal finance function, reporting to the CFO and acting as the primary financial oversight lead across both the investment funds and management company.
Following the recent outsourcing of core fund administration and transactional accounting to an outsourced partner, this role is less traditional “do-the-accounting” and more own, oversee, analyze, and improve.
Core mandate
The position has two primary areas of responsibility: 2. Management Company Finance
Ideal profile
The successful candidate will likely bring:
Our client, a well respected private investment group, is a leading is seeking a controller to serve as a key member of the firm’s internal finance function, reporting to the CFO and acting as the primary financial oversight lead across both the investment funds and management company.
Following the recent outsourcing of core fund administration and transactional accounting to an outsourced partner, this role is less traditional “do-the-accounting” and more own, oversee, analyze, and improve.
Core mandate
The position has two primary areas of responsibility: 2. Management Company Finance
- Fund Finance Oversight Lead oversight of outsourced fund accounting and support the financial and reporting needs of the firm’s investment funds, including:
- Supervise and review work performed by Juniper Square related to fund accounting, financial reporting, and partner capital statements
- Serve as internal owner of fund financial integrity, controls, and process quality
- Coordinate annual audits and tax processes with outside auditors and advisors, including K-1 and partnership-related support
- Prepare and support quarterly LP reporting packages, fundraising materials, and ad hoc investor reporting
- Support investment performance reporting, valuation processes, and portfolio-level analyses
- Assist with capital call and distribution activities and respond to investor requests as needed
- Oversee outsourced transactional activity including payroll, AP, and related accounting processes
- Prepare partner-level management reporting, forecasting, liquidity and cash flow analysis
- Develop ad hoc financial models, analyses, and scenario work to support firm leadership decision-making
- Review expense allocations and support process improvement and controls enhancement
- Fund oversight
- Management company finance
- Investor reporting
- Financial planning / analysis
- Outsourced provider management
- Process improvement / strategic finance support
Ideal profile
The successful candidate will likely bring:
- CPA required; strong public accounting foundation (Big 4 or top regional firm preferred). Open to candidates coming directly from public accounting.
- Experience in fund accounting, private equity, investment partnerships, or related financial reporting environments preferred
- Strong Excel and financial modeling capability
- Experience managing people and/or third-party providers
- Self-starter mentality with strong judgment, intellectual curiosity, and process improvement orientation
- Ability to operate independently while partnering closely with the CFO in a collaborative, entrepreneurial environment