Job Description

Job Description

Job Description

We are looking for a highly experienced Controller to join our Co-Investment Group within the financial services sector. This role offers the opportunity to oversee critical financial operations while contributing to the success of a dynamic private equity and asset management firm. The ideal candidate will bring strong expertise in document control and advanced organizational skills to ensure seamless processes.

Responsibilities:
• Manage and oversee document control processes to ensure accuracy and compliance.
• Supervise the scanning and digitization of financial documents for efficient record-keeping.
• Compile and organize essential financial documentation to support investment activities.
• Collaborate with internal teams to maintain streamlined document workflows.
• Monitor and improve operational procedures related to document management.
• Ensure timely and accurate reporting of financial data within the Co-Investment Group.
• Develop strategies to enhance efficiency in document handling and storage.
• Provide leadership and guidance to team members involved in document-related tasks.
• Conduct regular audits of documentation to ensure quality and compliance.
• Support the implementation of new tools or technologies to optimize document management systems.

• A minimum of 10 years of experience

• Certified Pubic Accountant (CPA)

• Public or Public/Private with investment partnership experience (Private Equity, Alternatives, Debt, etc.)

• Solid system skills- Investran a/o Dynamo a +

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

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