Stronghold Investment Management · 1 day ago
Vice President of Finance and Operations
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expStronghold Investment Management is a technology-driven investment manager focused on real assets and private markets. The Vice President of Finance and Operations will be responsible for overseeing financial management, investment oversight, and reporting processes, acting as a key partner to ensure the firm's financial and operational objectives are met.
Financial Services
Responsibilities
Act as the primary point of contact for the partners, coordinating wealth management, tax, estate planning, and day-to-day administration
Oversee all financial reporting, risk management, and compliance matters across family entities and trusts
Monitor financial activities and ensure accuracy, timeliness, and adherence to defined objectives and deadlines
Provide recommendations on portfolio allocation, liquidity management, and long-term wealth preservation, growth and succession planning
Manage relationships with banks, tax advisors, legal counsel, and external service providers with the utmost confidentiality
Support the partners in evaluating private investments, joint ventures, and co-investment opportunities across sectors, with an emphasis on energy, real assets, and real estate
Conduct financial modeling, due diligence, and performance tracking of current and prospective investments
Prepare concise, data-driven analyses to inform investment decision-making and capital allocation strategies
Continuously monitor portfolio performance versus benchmarks, identifying risks and opportunities
Assist in executing estate and succession planning strategies that align investment outcomes with long-term objectives
Coordinate the preparation of consolidated financial statements, forecasts, and dashboards for GP and family office operating businesses and affiliated entities
Partner with senior leadership on budgeting, strategic planning, and scenario analysis
Track performance against key financial and operational metrics, highlighting trends and proposing recommendations
Ensure compliance with accounting standards, tax considerations, and reporting obligations across entities
Manage internal workflows and reporting processes to drive efficiency, accuracy, and clarity
Oversee preparation and analysis of consolidated financial statements and reporting for the GP, family office and related entities ensuring compliance with applicable standards
Manage all accounting functions, including general ledger, treasury, accounts payable/receivable, and reconciliations
Ensure timely monthly, quarterly, and annual financial reporting
Implement appropriate internal controls to safeguard family assets and prevent fraud
Qualification
Required
Bachelor's degree in Finance, Accounting or Business Administration required
Minimum 10 years of progressive experience in finance roles within investment firms, accounting firms, family offices, or multi-entity organizations
Demonstrated experience supporting executive leadership with board materials, investor communications, and strategic financial oversight
Advanced proficiency in accounting software (e.g., QuickBooks)
Strong knowledge of GAAP, IFRS, tax regulations, and compliance specific to private investments and family offices
Expertise in financial analysis, including asset valuation, performance reporting, and risk management for sectors like energy, real estate, and aviation
Excellent Excel skills (e.g., pivot tables, financial modeling) and familiarity with data management tools
High attention to detail and accuracy
Analytical thinker with the ability to translate complex data into actionable insights
Exceptional organizational skills and ability to balance competing priorities
Strong communication skills, capable of drafting clear, compelling presentations for internal and external stakeholders
Discretion and professionalism in managing sensitive financial and personal information
Collaborative, flexible, and solutions-oriented approach to supporting the partner's objectives
Preferred
MBA, CPA, or CFA Charterholder strongly preferred
Background in GP and family office operations, including estate, tax, and investment management, strongly preferred
Familiarity with private investments, capital markets, and balance sheet optimization strategies
Benefits
Fully paid benefits (Medical, Dental and Vision)
HSA
401k + Match
Company sponsored LTD, STD, life insurance and AD&D
Generous PTO policy
20 company recognized holidays
Class A offices in prime locations
Parental Leave
Company
Stronghold Investment Management
Stronghold Investment Management is an investment manager, focused on energy and natural resources, fortified by an experienced operating and technical team.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Vertrees
Chief Technology Officer
Matt Thompson
Partner-General Counsel
Company data provided by crunchbase