Chief Financial Officer

2 days ago


Dallas, Texas, United States Ascensionsearchpartners Full time
Job Summary

We are seeking a highly experienced and skilled Chief Financial Officer to join our team at Ascension Search Partners. The successful candidate will be responsible for providing strategic financial leadership to a private equity firm in the greater DFW metroplex area.

Key Responsibilities
  1. Financial Reporting and Analysis: Oversee the preparation of monthly, quarterly, and annual financial reports for the firm and related entities, including trusts, family foundations, and investment vehicles.
  2. Treasury and Cash Management: Provide oversight to treasury functions, day-to-day cash flow, expense processing, and vendor management.
  3. Investment Oversight: Assist with management and oversight of properties and household personnel, as well as the maintenance of investment ledgers and assistance with execution of investment documents.
  4. Tax Planning and Compliance: Collaborate with tax professionals in the preparation of filings for partnerships, individuals, and trusts, and proactively work with counsel and tax advisors to derive the most optimal tax strategies and structures.
  5. Debt and Compliance: Organize and prepare debt and other compliance requirements for credit facilities and regulatory agencies.
  6. Leadership and Collaboration: Collaborate with external advisors/consultants, and continually monitor and evaluate processes and invoke changes/efficiencies where needed.
Requirements
  1. Education: BA/BS in Accounting or related field.
  2. Experience: 15+ years of professional experience in a private equity firm or family office with progressive experience from accounting through finance.
  3. Skills: Strong leadership skills, excellent interpersonal skills, ability to meet deadlines, and work cohesively in a team. Proven ability to develop a comprehensive understanding of core operations and execute strategic thought and direction on deliverables.


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