Quona Capital

Financial Planning and Analysis

• Oversee financial operations across Quona’s investment funds, GP entities and management company entities. Supervise two experienced financial managers
• Manage relationships with fund administrators, auditors, banks, tax advisors, insurance brokers, and other external service providers
• Review and approve key financial activities including capital calls, distributions, management fee calculations, and cash management
• Maintain financial models for the management company and funds, including forecasting, returns analysis, budgeting, and cash planning
• Lead annual audits and tax reporting, and quarterly financial reporting processes, including valuations, for funds and management entities.
• Lead cross border tax compliance and coordinate work of professional advisors
• Support the firm’s fundraising and investor relations activities by preparing financial performance materials and responding timely to LP financial due diligence requests
• Ensure operational readiness for new funds and investment vehicles
• Assist with structuring and operational implementation of side vehicles, co-investments, and other capital structures
• Oversee internal records of portfolio investments, ownership structures, and financial performance. Support portfolio and company analysis to drive investment insights
• Maintain valuation policies and procedures that are aligned with best-in-class industry standards including ILPA and IPEV.
• Develop and update monthly dashboards to track portfolio performance
• Support collaborative cross-firm efforts to ensure that our technology and platform resources drive outstanding performance
• Serve as a strategic operational partner to the Partners, COO, and investment team
• Manage and mentor the Fund Comptroller and Corporate Finance Manager to drive quality assurance and deliverable completion
• Contribute to processes and infrastructure that support the firm’s long-term growth
• Over time, recruit and manage additional finance/operations staff as the firm expands

Director of Finance – Operations