Finance Manager

Finance Manager

📍 Location: [Boston, MA] | On-site / Hybrid

We’re seeking a Finance Manager to lead and support a dynamic finance team overseeing a diverse portfolio of investment vehicles. This is a highly visible role where your expertise will directly impact operations, reporting, and investor relations.

Responsibilities

• Oversee accounting, operations, and reporting for investments, including co-investments, credit, and private equity–related positions.
• Review monthly returns, NAVs, capital account activity, and investor reporting.
• Manage partnership activities such as new investments, sales, valuations, partner allocations, and capital calls.
• Lead financial reporting, quarterly statements, management fee and carried interest calculations, and year-end audits.
• Identify and implement process improvements using automation and technology to streamline reporting and increase efficiency.
• Collaborate with investment, operations, and legal teams to resolve inquiries and support investor communications.
• Mentor and guide team members, contribute to team planning, and oversee special projects as needed.

Qualifications

• 6–10 years of experience in investment management, public accounting, or a similar financial environment.
• Strong understanding of investment structures, partnership accounting, and financial reporting.
• Excellent project management, analytical, and problem-solving skills.
• Professional, team-oriented, with strong interpersonal skills.
• Advanced Excel; experience with VBA, Power BI, Alteryx, or Python a plus.
• Bachelor’s degree in Accounting, Finance, or related field; CPA, CFA, or Master’s preferred.

Why Join Us?

• Lead high-impact projects with a collaborative, growth-focused team.
• Work with complex investments and play a key role in strategic financial decisions.
• Drive innovation and shape processes across the organization.