Summary
A multi-billion-dollar private credit investment firm has an immediate opening for a Chief Financial Officer to lead all finance and accounting operations. This is a rare, highly visible opportunity to partner directly with firm leadership and help shape the financial infrastructure of a fast-growing platform.
Company Information:
A multi-billion-dollar private credit investment firm based in the San Francisco Bay Area, offering a high-visibility opportunity to partner directly with firm leadership.
Job Description:
- Direct all accounting, finance, tax, and treasury operations
- Oversee preparation of financial statements, capital account reporting, and investor reporting packages
- Ensure accurate, timely reporting in compliance with industry standards
- Manage external audits and coordinate with third-party administrators
- Oversee fund accounting, NAV calculations, fee structures, and capital calls/distributions
- Ensure proper expense allocations, reconciliations, and valuation policies
- Coordinate with compliance and risk teams on fund governing documents and regulatory obligations
- Monitor cash balances and cash forecasts; arrange fund-level debt as needed
- Build and scale financial infrastructure to support the firm’s growth across multiple investment vehicles
- Implement financial systems, processes, and technology to drive efficiency and scalability
- Manage relationships with auditors, fund administrators, custodians, and legal counsel
- Provide financial insights to guide strategic decision-making and operational planning
Requirements / Qualifications:
- 10+ years of fund accounting experience
- Prior experience at a fund required; real estate or structured credit background preferred
- CPA or CFA preferred, not required
- Hybrid schedule, in-office 2 days per week; based in the San Francisco Bay Area
