Financial Operations Specialist

3 weeks ago


Tampa, Florida, United States Star Mountain Capital Full time
Financial Operations Associate

Star Mountain Capital is seeking a highly skilled Financial Operations Associate to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and timeliness of financial reporting, as well as providing analytical support to our investment teams.

Key Responsibilities:
  • Liaise with outside fund administrators to prepare accurate and timely financial statements, capital account statements, and investor reporting.
  • Work directly with executives to prepare financial analysis and reporting for Star Mountain funds.
  • Support the overall portfolio valuation process and assist audit and tax professionals with year-end audit and tax reporting.
  • Manage capacity on the funds' credit lines and oversee borrowing base compliance/covenants.
  • Manage the expense process, including vendor management, invoice processing, and compliance with firm policies.
  • Perform performance measurement, including calculation of IRRs, investment multiples, and various time-weighted returns.
  • Assist in preparation of regular investor reports and quarterly investment letters.
  • Identify and implement process improvements to ensure strong internal controls and quality control.
  • Review and interpret partnership agreements, private placement memorandums, and other legal documents.
  • Assist with portfolio monitoring of investments, including contract compliance.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field, with a CPA certification preferred.
  • 3-5 years of experience in private equity/credit or a relevant accounting firm.
  • Strong analytical skills and attention to detail.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.
  • Proven knowledge of partnership accounting, US GAAP, and financial reporting.
  • Audit/controls mindset with a desire to implement process improvement opportunities.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • A cell phone stipend and tuition support for job-related designations and learning and development opportunities.
  • A dynamic and entrepreneurial work environment with opportunities for growth and professional development.

Star Mountain Capital is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial operations, we encourage you to apply.



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