[Remote] VP/Director of Finance

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. KBW Financial Staffing & Recruiting is seeking a VP of Finance for an Investment Fund focused on strategy and growth. This role involves coordinating with external auditors, preparing cash flow forecasts, and supporting financial reporting processes for portfolio companies.ResponsibilitiesCoordinate with external auditors, including Deloitte, and portfolio companies to support the preparation and filing of tax returnsPrepare and maintain cash flow forecasts for portfolio companies to support liquidity planning and funding decisionsDraft and distribute funding communications and capital call-related emails to portfolio companies and stakeholdersMonitor portfolio company funding needs and ensure companies receive appropriate and timely funding allocationsSupport quarterly and annual financial reporting processes for the fund and portfolio companiesReview and approve bank transfers in accordance with internal controls and fund policiesAssist with onboarding new portfolio companies into the fund, including operational setup and documentation coordinationMaintain accurate financial records, reporting schedules, and supporting documentationSkillsCPA is requiredNeed someone with a Tax background – this person will be working with Deloitte and the portfolio companies to file tax returnsFinancial ReportingCash Flow ForecastingDue Diligence/Compliance backgroundM&A exposureVC/PE background would be very helpfulBenefits100% remoteCompany OverviewKBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing. It was founded in 2005, and is headquartered in Bedford, New Hampshire, USA, with a workforce of 11-50 employees. Its website is https://www.kbwfinancial.com/.

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