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Job description
Randstad is presently conducting a search for a VP, Finance for a well-established, fast-paced, entrpreneurial alternative asset management firm in Dallas. This is the firm's 1st Finance hire that will have opportunity to become CFO. This role will define and execute the firm’s financial vision, capital strategy, and long-term growth plan. This role partners closely with the CEO/Managing Partner and senior leadership to align financial planning with business objectives, ensure
institutional-grade reporting, and drive operational excellence. With oversight of all accounting, budgeting, treasury, and finance reporting functions, this leader ensures financial integrity, regulatory compliance, and audit readiness.
Key Responsibilities:
Lead annual budget, forecasting, and multi-year financial planning
Develop pricing models for services across business lines (Advisory, Investment Management, etc.)
Supports investor relations, Excalibur communications, and investor presentations
Partner with compliance and legal on RIA and broker-dealer financial filings
Reviews and analyzes detailed Profit & Loss statements and Balance Sheet
Sheets to ensure accuracy and alignment with financial reporting standards
Monitors Budget vs. Actual performance on a monthly and quarterly basis, identifying key variances and supporting data-driven decision- making
Oversee and execute the year-end close process, ensuring timely and accurate financial closure
Develops and finalizes the annual operating budget, aligning with strategic and operational priorities
Reviews and approves Fair Market Value (FMV) valuations for equity and portfolio assets
Approves the financial reporting package prepared by the fund accountant for submission to external auditors
Reviews and approves audit support packages for completeness, accuracy, and audit readiness
Administers payroll and employee benefits, ensuring compliance with regulatory and internal requirements
Oversee bank borrowings, including monitoring credit lines and initiating borrowings or repayments as necessary
The ideal candidate will have a bachelor's degree, 15 + years of relative industry experience, CPA License, top-notch verbal and written communication skills, be able to work well in a complex environment, and be a hands-on team player with a great leadership approach.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.