Senior Finance Manager, WCM

New
J
JobgetherInvestment / Finance
Based in the United StatesFull-TimeManager
Salary not disclosed
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Job Details

Experience
10+ years
Required Skills
Oracle ERPRisk Management

Requirements

  • 10+ years of experience in finance and/or accounting, including leadership-level positions.
  • Bachelor’s degree in Finance, Accounting, Business, or a related discipline required; MBA preferred.
  • Strong working knowledge of US GAAP and/or IFRS, management accounting, and financial reporting principles.
  • Demonstrated experience with financial modeling, data analysis, forecasting, and management reporting.
  • Experience in venture capital, private equity, partnership accounting, or a similar investment environment preferred.
  • Strong understanding of financial governance, risk management, internal controls, and authorization frameworks.
  • Experience navigating complex, globally matrixed organizations with multiple stakeholders.
  • Strong systems and analytical capabilities, including experience implementing or improving software for reporting.
  • Familiarity with Oracle ERP and QuickBooks Online (QBO) preferred.
  • Excellent written and verbal communication skills.

Responsibilities

  • Lead the annual budgeting process and maintain sophisticated forecasting models.
  • Develop and enhance financial models and reporting tools to provide actionable insights.
  • Manage and lead contract negotiations with external vendors and service providers.
  • Oversee the end-to-end expense review and approval process for governance compliance.
  • Conduct monthly, quarterly, and annual financial statement reviews and deep-dive analyses.
  • Lead Board of Managers (BOM) financial reporting and support quarterly stakeholder reporting.
  • Review and approve financial-system activities and support treasury operations.
  • Provide strategic financial analysis to functional leaders regarding fund performance and business scenarios.
  • Support operational initiatives such as authorization matrix alignment and quarterly OKR reporting.
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