FINANCIAL REPORTING MANAGER - NYC Private Equity - Investment Management Firm Job at J Harlan Group, LLC, New York, NY

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  • J Harlan Group, LLC
  • New York, NY

Job Description

FINANCIAL REPORTING MANAGER

NYC Private Equity - Investment Management Firm

J Harlan Group is currently conducting a search for an experienced and highly motivated FINANCE REPORTING MANAGER, at a prominent NYC Private Equity - Investment Manager.


An exciting opportunity to join this fast-growing and dynamic investment organization that is experiencing exceptional growth!


The Financial Reporting Manager will be responsible for managing the financial reporting processes for Special Purpose Vehicles (SPVs) owned their investment management firm. The SPVs primarily hold long-lived assets for lease, and their financial results must adhere to public company standards as mandated by the SEC. This role requires oversight of third-party accountants and ensures the accuracy and compliance of financial reports. The ideal candidate will possess a strong background in financial reporting, a keen understanding of SEC regulations, and the ability to manage multiple SPVs effectively.

Key Responsibilities :

Financial Reporting:
  • Operating Accounting Experience : demonstrated experience with the oversight, preparation, and review of financial statements for SPVs engaged in the leasing of long-term logistics assets.
  • Audit & SEC/Statutory Reporting Experience (10k / 10Q) : demonstrated experience preparing financials in support of audited financial and in preparation of SEC filings.
  • Complex Accounting Experience: demonstrated experience with accounting for consolidation / combination of entities under common control including intercompany transaction, eliminations & consolidating entries
Vendor Management Experience : demonstrated managing external vendors providing accounting and other financial support related to SPV activity duties include:
  • Manage relationships with third-party accountants for certain SPVs.
  • Review and approve the financial reports prepared by third-party accountants.
  • Review and approve reports to lenders
  • Ensure third-party accountants adhere to the required financial reporting standards and timelines.
Team Collaboration and Leadership:
  • Coordinate with internal finance teams, auditors, and other stakeholders.
  • Provide guidance and support to junior finance team members.
  • Lead initiatives to improve financial reporting processes and systems.
The ideal candidate would have a background including :

Experience:
  • Minimum of 7-10 years of experience in accounting & financial reporting
  • Experience managing financial reporting for SPVs or similar entities.
  • In-depth knowledge of audit & SEC reporting requirements and public company standards.
Skills:
  • Strong understanding of financial accounting principles and SEC regulations.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple priorities and work under tight deadlines.
  • Detail-oriented with a high level of accuracy.
Education:
  • Strong academic record and a bachelor's or higher degree in Finance, Accounting, Business Administration, or a related field; MBA or relevant advanced degree preferred.
  • Certified Public Accountant (CPA) or equivalent professional qualification is highly desirable.
An individual who loves working with deep and complex financial problems and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investment accounting, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at jgoldberg@jharlan.com or directly contact us at (212) 792-0099

About the Client:

The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. The firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis.

They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment.

Successful candidates are:
  • Analytic and relentless in pursuit of the right answer
  • Strong communicators who excel at rapid synthesis
  • Able to demonstrate sound business judgment
  • Able to digest complexity while maintaining an understanding of the "big picture" of business needs
  • Team players who are energized by a collaborative enterprise

The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients.

Estimated base salary range for this position is: $150,000-$200,000. Employees may also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. J Harlan Group, LLC

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