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Job description
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Base pay range
$110,000.00/yr - $170,000.00/yr
VP, Finance / CFO
Our client seeks a VP of Finance or CFO in the investment and family office space to join their team in a fully in-office role. Are you passionate about fund accounting and financial strategy? Do you bring hands-on experience with fund operations and investor reporting? Are you looking for an impactful leadership role where you can shape financial infrastructure and support strategic growth? If yes, this may be the perfect VP of Finance / CFO position for you. Keep scrolling to see what this company has to offer.
The Perks!
Competitive compensation: $110k–$170k, based on experience
Performance-based bonus structure
Medical and Dental Insurance, 100% paid by employer
Paid Time Off
A Day in the Life of the VP, Finance / CFO
As the VP of Finance or CFO, you’ll oversee financial operations for both investment funds and a family office. You’ll be at the helm of fund administration, reporting, compliance, and investor relations—ensuring financial integrity and supporting sound investment decisions. Your leadership will help streamline processes, optimize efficiency, and provide strategic insights to support the broader goals of the organization.
Responsibilities include:
Oversee daily administration of investment funds (venture capital, private equity, hedge funds)
Coordinate capital calls, distributions, fees, and expenses with third-party fund accountants
Review and analyze financial statements and capital account reports
Prepare internal dashboards and reports for investment and finance teams
Maintain investor records and coordinate communication related to contributions and distributions
Support preparation of investor reports, K-1s, and ad hoc investor requests
Manage secure investor data rooms and document sharing
Monitor compliance with fund governing documents and legal requirements
Support audits, regulatory filings (Form ADV, PF, FATCA/CRS), and fund formation processes
Collaborate with auditors, tax advisors, and legal counsel to streamline operations
Evaluate and enhance fund administration workflows and SOPs
Requirements and Qualifications:
Master’s degree in Accounting or a related field preferred
5+ years of Finance experience
Fund accounting experience, managing, raising, deploying, or overseeing investment funds
Strong culture fit with a get it done mentality
Must be able to work onsite in Lehi, UT
Long term mindset
About the Hiring Company:
Our client operates at the intersection of investment fund management and family office administration. They bring a disciplined approach to financial oversight while managing a dynamic and high-performing portfolio. Their team values precision, integrity, and long-term growth through thoughtful financial leadership.
Come Join Our Finance Team!
Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance
Industries
Investment Management
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