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IQ-EQ · 3 days ago

Senior Managing Director - CFO Services (Alternative Assets)

New York, NY

Full-time

Hybrid

Director/Executive

$195K/yr - $280K/yr

20+ years exp

IQ-EQ is a leading Investor Services group offering comprehensive services in administration, accounting, and compliance for the investment sector. The role involves leading client relationships, providing expert accounting guidance, and overseeing financial processes to ensure timely and accurate deliverables.

AccountingFinanceFinancial ServicesReal EstateWealth Management

Responsibilities

You will lead client relationships by serving as the primary contact, offering accounting guidance, and ensuring deliverables are completed accurately and on time

You will oversee financial reporting, audits, tax filings, and fee calculations, ensuring compliance with fund documents and accounting policies

You are responsible for evaluating and improving financial processes, managing client onboarding, and aligning expectations using best practices

You’ll manage billing, monitor engagement economics, supervise direct reports, and identify opportunities to expand services across IQEQ segments

You’ll foster a collaborative team environment through mentoring, training, and active participation in meetings and departmental initiatives

Qualification

Alternative investment managementFund accountingFinancial reportingCPA licenseMicrosoft OfficeQuickBooksBill.comExpensifyNetSuiteSageMultitaskingAttention to detailMentoringCollaboration