VP, Accounting & Reporting

Maintain financial oversight and books/records for assigned investments/entities, trusts, individuals, and/or foundations. Read, interpret, and apply concepts of various legal documents, including operating, partnership and private equity subscription agreements. Ability to interpret and manage complex ownership structures. Maintain preferred return calculations and co-investments for business unit deals. Review federal and state income tax returns for assigned entities. Use Excel and a strong attention to detail to create complex financial models and reports for Senior Management’s use in strategic decision-making process. Interact and work collaboratively with business units through all phases of an investment’s life cycle. Establish strong working relationships with third party attorneys, consultants and tax professionals. Handle and maintain confidential information. Supervise and mentor a team of accounting professionals.