About this role

Owning the firm’s financial strategy, forecasting, budgeting, and long-term planning
Determining how and where to strategically deploy and invest firm capital to maximize returns and liquidity
Overseeing all accounting operations, financial reporting, and internal controls
Establishing and managing banking relationships, including setting up new bank accounts and maintaining institutional banking infrastructure
Partnering with the investment team on underwriting, modeling, diligence, and credit decisions
Building a strong financial foundation, systems, and reporting infrastructure

5-7 years of progressive finance experience
Strong analytical and capital allocation skills
CPA or MBA preferred but not required
Experience in private credit, structured finance, or cash-flow lending environments strongly preferred

Chief Financial Officer – Controller, Operations

Key skills