Senior Financial Manager

1 month ago


Charlotte, North Carolina, United States Selwyn Partners Full time
Job Summary

Selwyn Equity Partners is seeking a highly skilled Senior Controller to manage day-to-day accounting activities, develop and implement financial policies, and provide financial analysis for our holding companies.

Key Responsibilities
  • Manage the preparation of monthly and annual financial reports for holding companies.
  • Supervise accountants who undertake bookkeeping, accounts payable, and accounts receivable functions.
  • Develop and implement financial policies, procedures, and controls to ensure the integrity of financial information.
  • Provide insightful financial analysis to support strategic decision-making and investment strategies.
  • Liaise with fund administrators for shadowing of books, preparation of estimates, month-end NAV review, and assistance with financial statement preparation.
  • Review all monthly items, including operating expense schedules, month-end close packages, transparency reports, and investor statements.
  • Responsible for the review of year-end financial statements, including all statements and disclosures, and coordination with audit team for timely completion of audit.
  • Responsible for the review of year-end fund and client tax reporting, including investor tax statements and tax returns, and coordination of timely completion of tax work.
  • Oversee daily portfolio reconciliations and trade review on internal portfolio management system, supervising internal team's liaison with prime brokers and custodians.
  • Review of fund's capital calls and distributions, and fund expense payments and budgeting.
  • Responsible for management company oversight as it relates to finance, budgeting, and vendor review.
  • Oversee cash flow management and optimize liquidity to support investment activities.
  • Monitor and manage banking relationships, including fund transfers and investment disbursements.
  • Coordinate with outside accountants and consultants.
  • Collaborate with team members to ensure seamless coordination and communications.
Requirements
  • Bachelor's degree in Accounting or Finance.
  • CPA or CMA certification preferred.
  • Minimum 7 years of progressive experience; 2-3 years of managerial experience.
  • Strong knowledge of accounting principles, tax, financial regulations, and reporting standards.
  • Private equity accounting experience preferred.
  • Excellent written and verbal communication skills.
  • Excellent organizational, problem-solving, analytical, and time-management skills.
  • Ability to work in a dynamic environment and adapt to changing priorities.
  • Proficiency with Microsoft Office, especially Excel.
  • Strong leadership and team management skills.
  • Proficiency in financial software and systems.
Preferred Requirements
  • Knowledge of or work experience in the private equity and/or investment management industry is preferred.
  • Fund accounting experience is preferred.
  • The ideal candidate will have Big 4 or national accounting firm experience.
  • Previous experience with M&A and integrations is a plus.
Benefits

Full health benefits, employer-matched 401K, paid time off (PTO), competitive paid holiday package, company laptop, and company phone.



  • Charlotte, North Carolina, United States Staff Financial Group Full time

    Job Title: Senior Cost AccountantJob Summary:We are seeking a highly skilled Senior Cost Accountant to join our team at Staff Financial Group. The ideal candidate will have strong analytical skills, experience with inventory management, and the ability to work independently in a fast-paced environment.Key Responsibilities:Maintain and update the Bill of...


  • Charlotte, North Carolina, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst II to join our team at Truist Financial Corporation. As a key member of our Finance division, you will be responsible for providing strategic financial analysis and guidance to support key decisions and initiatives.Key ResponsibilitiesCollaborate with cross-functional teams to ensure...


  • Charlotte, North Carolina, United States Edelman Financial Engines Full time

    About the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will provide objective, fee-based advice and asset management to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or...


  • Charlotte, North Carolina, United States Staff Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Staff Financial Group.The ideal candidate will have a strong background in construction accounting and a proven track record of managing job cost accounting, budget control, and change order tracking.Key Responsibilities:Process AIA owner and subcontractor documentsAssist...


  • Charlotte, North Carolina, United States Hamlyn Williams Full time

    Job Title: Senior Financial ManagerAbout the Role:We are seeking a highly skilled Senior Financial Manager to join our team at Hamlyn Williams. As a Senior Financial Manager, you will play a pivotal role in shaping the financial operations of our client, a forward-thinking organization that specializes in using advanced technology to innovate and enhance...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job Summary:The Senior Financial Reporting Manager will lead the preparation, review, and distribution of internal and external corporate and bank financial reports and data submissions. This role will also provide leadership and mentoring to other financial reporting staff.Key Responsibilities:Direct and manage staff in the performance of accounting and...


  • Charlotte, North Carolina, United States Truist Financial Full time

    Job DescriptionThe position of Senior Portfolio Manager at Truist Financial involves leading the diligence and underwriting documentation of complex credit relationships. This includes preparing credit presentations and discussions with Credit Officers and other final approvers. The successful candidate will ensure loan agreements are in accordance with...


  • Charlotte, North Carolina, United States OneMain Financial Full time

    About the Role:We are seeking a senior leader to help drive the growth of our credit card business. As a key member of our Cards Portfolio Management team, you will be responsible for developing and executing strategies to expand our card business.Key Responsibilities:Develop and manage all aspects of card collection strategies, including designing borrower...


  • Charlotte, North Carolina, United States Phaxis Full time

    About the RoleWe're seeking a detail-oriented Senior Project Accountant to join our dynamic team at Phaxis. In this role, you'll be instrumental in managing the financial aspects of our development projects, ensuring accuracy, compliance, and timely reporting.Key ResponsibilitiesFinancial ManagementProcess and verify project invoicesPrepare monthly draw...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job DescriptionThe Senior Financial Reporting Manager II is responsible for leading the preparation, review, and distribution of internal and external corporate and bank financial reports and data submissions. This includes reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC),...


  • Charlotte, North Carolina, United States TAJ Technologies Inc Full time

    Job SummaryAs a Senior Financial Analyst at TAJ Technologies Inc, you will be responsible for providing financial analysis and reporting to support business decisions. This role involves compiling, developing, and posting financial information, as well as analyzing and reporting on financial data.Key ResponsibilitiesPrepare and analyze financial reports,...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job DescriptionThe Enterprise Technology Senior Financial Officer III will serve as a strategic advisor to the Chief Information Officer, providing decision support through financial forecasting and establishing financial performance metrics that align with corporate and enterprise technology strategic objectives.This position will lead and foster...

  • Senior Branch Manager

    4 weeks ago


    Charlotte, North Carolina, United States PNC Financial Services Group Full time

    Job DescriptionAs a Senior Branch Manager at PNC Financial Services Group, you will be responsible for managing priorities through planning and execution to drive all aspects of branch performance. This includes driving revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well-being. You...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job Description:The Enterprise Technology Senior Financial Officer III will serve as a strategic advisor to the Chief Information Officer, providing decision support through financial forecasting and establishing financial performance metrics that align with corporate and enterprise technology strategic objectives.This position will lead and foster...


  • Charlotte, North Carolina, United States TalentForge360 LLC Full time

    About the job: Financial Operations ManagerWe're seeking an experienced financial operations manager to oversee our high-performing team at TalentForge360 LLC. The ideal candidate will have experience as an accountant, preferably in a senior role. As a strong communicator and skilled financial analyst, this person will streamline our budgeting, payroll, and...

  • Financial Manager

    4 weeks ago


    Charlotte, North Carolina, United States SP Associates Full time

    Job Summary:As a key member of the SP Associates team, we are seeking a highly skilled and experienced Financial Manager to lead our accounting department. The successful candidate will be responsible for developing and implementing financial policies, procedures, and controls to maximize return on financial assets.The ideal candidate will have a strong...


  • Charlotte, North Carolina, United States Brightspeed Full time

    Job DescriptionWe are seeking a highly skilled Senior Accountant, Revenue Accounting to join our growing Revenue Accounting team at Brightspeed.In this role, you will report directly to the Manager, Revenue Accounting and support the implementation of processes, policies, and procedures ensuring the accuracy of accounting and reporting.You will play a major...


  • Charlotte, North Carolina, United States Selby Jennings Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Selby Jennings. As a key member of our financial department, you will be responsible for assisting in the preparation of monthly, quarterly, and annual financial statements.Key Responsibilities:Support the budgeting and forecasting processes, including variance...


  • Charlotte, North Carolina, United States Murata Machinery USA Inc Full time

    Job SummaryMurata Machinery USA Inc is seeking a highly skilled Senior Financial Analyst to join our team. As a key contributor to our financial planning and analysis function, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesDevelop and maintain accurate and comprehensive financial models and forecasts to inform...


  • Charlotte, North Carolina, United States TIH Insurance Full time

    Job Summary: TIH Insurance is seeking a highly skilled Senior Financial Analyst II to join our team. As a key member of our Finance division, you will play a critical role in providing strategic financial guidance to support business decisions and initiatives. Key Responsibilities: • Collaborate with cross-functional teams to ensure financial integrity and...