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Funding Director/CFO Advisory at ROOTS STAFFING
Tampa, Florida, United States -
Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

170000.0

Posted On

12 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Alternative Investment Funds, Family Offices, Public Accounting, Investment Company Accounting, Registered Investment Advisors, Compliance, Excel, QuickBooks Online, Organizational Skills, Communication Skills, Hedge Fund Management, Endowment Fund Management, Private Equity

Industry

Staffing and Recruiting

Description
Description An alternative investment client in need of a Funding Advisor/Fractional CFO. Qualified Candidate will spend approximately 90% of their schedule working on one large client. The other 10% will be strategic firm ops including leading and running occasional trainings for other staff members and assisting partners with strategic initiatives. Client is a highly successful hedge fund/endowment fund Manager. Investment strategies include both investments in public securities and private equity investments. Multiple funds and financial management of two family offices is in scope for this role. This is a great role where the right person will get to serve in a CFO capacity but have the support, expertise and knowledge of a full professional services firm. $150-170k depending on experience Full benefits 10% bonus target 401k match Discretionary PTO Relocation assistance up to $5,000 Requirements Total of 8 years minimum experience with at least 4 yrs in public accounting. Experience with alternative investment funds and/or family offices Investment company accounting experience Experience with Registered Investment Advisors High attention to detail with minimal errors and mistakes in work product High level of responsiveness Moderate to strong excel skills needed Strong organizational skills QuickBooks online experience Registered Investment Advisor compliance understanding Excellent communication skills Hybrid in Tampa- in office on Mondays, Wednesdays and Thursdays. Could be flexible/remote for the right person though this is not preferred.
Responsibilities
The primary focus, approximately 90% of the schedule, involves serving as a Funding Advisor/Fractional CFO for one large alternative investment client, which includes managing multiple funds and two family offices. The remaining 10% is dedicated to strategic firm operations, such as leading staff trainings and assisting partners with strategic initiatives.