Director

The role

The Senior Vice President, Strategic Finance and Transformation will serve as a strategic partner to the Chief Financial Officer and play a key leadership role in supporting the firm's finance organization. This position offers broad exposure across fund finance, management company finance, forecasting, technology transformation, process optimization, and operational oversight.

Designed for a versatile finance leader who thrives in a dynamic environment, this role moves seamlessly between strategy and execution to drive greater scalability, transparency, operational efficiency, and decision quality across the finance platform. It offers broad exposure to the business and a clear pathway to senior finance leadership for a high-potential professional with strong financial acumen and the ability to lead complex, cross-functional initiatives.

Strategic Finance & CFO Support

• Serve as a strategic partner to the CFO, helping drive high-priority financial, operational, and organizational initiatives.
• Lead high-impact projects across management company finance, forecasting, technology, operations, and other areas requiring focused leadership.
• Develop rigorous financial analyses, business cases, and actionable recommendations for executive management.
• Develop clear, decision-oriented materials for senior leadership, executive committees, and Board-level discussions.
• Help shape long-term financial plans and translate strategic priorities into executable initiatives.

Forecasting & Business Planning

• Own and continuously enhance management fee, revenue, expense, and cash flow forecasting models.
• Drive budgeting and forecasting processes across the management company and corporate functions.
• Build scenario analyses that assess the impact of fundraising, portfolio activity, business growth, and strategic investments.
• Analyze performance and variances, identify emerging trends and risks, and translate findings into actionable recommendations.

Fund Finance Oversight

• Partner with finance leadership to strengthen and document financial policies, processes, controls, and operating practices.
• Evaluate the financial and reporting implications of complex transactions in partnership with accounting subject-matter experts.
• Analyze fund performance and operating metrics, including IRR and MOIC, to support management reporting and decision-making.
• Contribute financial insight to valuation, liquidity, and reporting discussions without serving as the technical accounting lead.

Expense Allocation Governance

• Support oversight and continued enhancement of the expense allocation process, methodology, and control framework.
• Review allocations across funds, accounts, and management entities for consistency, transparency, and alignment with governing requirements.
• Partner with Accounting, Compliance, Legal, Accounts Payable, and Operations to strengthen governance, documentation, controls, and audit readiness.

Technology & Transformation

• Lead the modernization of finance through technology, automation, analytics, AI, and process redesign.
• Partner with Technology, Finance, Operations, and business stakeholders to improve workflows, reporting, data quality, and decision support.
• Identify and prioritize opportunities to automate manual processes, reduce operational risk, and improve scalability.
• Drive the evaluation, implementation, and adoption of finance systems and data initiatives, including tools such as Anaplan, Alteryx, Power BI, SQL, and Python.

Organizational Leadership

• Lead cross-functional initiatives from problem definition and business case development through execution and measurable results.
• Step into complex or underdeveloped areas, assess root causes, and establish practical priorities for improvement.
• Develop compelling business cases and practical implementation roadmaps for strategic and operational enhancements.
• Operate as a player-coach, mentor.

What you bring

Required

• 6-10 years of relevant experience in private equity, private credit, hedge funds, asset management, public accounting, or finance consulting.
• Strong understanding of private fund structures and economics.
• Experience with management fee calculations and forecasting.
• Experience reviewing fund financial statements and related reporting.
• Demonstrated ability to independently manage projects and drive results.
• Exceptional analytical and problem-solving skills.
• Strong executive communication and presentation abilities.
• Advanced Excel and financial modeling capabilities.
• Acumen, interest and ability to advance AI led transformation.

Nice to have

• MBA or professional certification (e.g. CPA)

Meet most of these but not every one? Apply anyway. A recruiter looks at your whole background.

The package

• Base salary: $225K-$250K
• Annual bonus

The firm

This is a confidential search, so the firm is described rather than named. JSB shares the name in a first conversation.

Global Multi Asset Manager with $75B of AUM across Private Equity, Real Estate and Private Credit.