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Financial Planning and Analysis

Own the preparation of detailed investment performance reports and drive portfolio analysis to support strategic decision-making.
Oversee daily accounting activities including transaction processing, reconciliations, and ensuring the integrity of financial records.
Partner in investment due diligence by collecting and analyzing critical financial data and documentation.
Engage closely with portfolio managers, accounting teams, and external stakeholders to maintain seamless financial operations and compliance.
Lead initiatives to optimize accounting workflows and boost the accuracy and efficiency of financial reporting.

Senior Investment Associate

Controller

• Lead accounting ops for a fast-growing industrial automation platform backed by a high-end brand PE sponsor.
• This Controller role offers the opportunity to drive GAAP transformation at the platform-level with accelerated M&amp;A and foundational team-build for a $25M revenue business pursuing 5x growth.

Accounting Manager

• Join a rapidly expanding Kansas City-based real estate platform, where you'll lead accounting operations and rev rec in a high-growth, SaaS-influenced environment.