Being a good investor and being a good firm are two different things. We want to be both.
We are an Atlanta-based private equity firm with $42 billion in assets under management specializing in franchise and franchise-like business models. Our portfolio companies span multiple sectors including restaurants, business and consumer services, health and wellness, and education and youth activities.
Since our founding in 2001, we have been guided by the same core values – do what’s right and long-term smart, regardless of conventional wisdom…even when it’s hard, and even when no one’s looking.
We view investing as a team sport. Our goal is shared success – for customers, employees, franchisees, strategic partners, service providers, management teams, and shareholders. We have a focused investment strategy that provides pattern recognition and a deep belief in win-win partnerships.
We partner with market-leading companies and management teams and believe in value creation through operational excellence. Currently, they generate $100 billion in annual system sales from 117,000+ locations across the globe.
Roark is adding to their finance team to support continued growth. We are seeking a Finance Associate that will report to the Finance Manager and Chief Financial Officer. The Finance Associate will be a member of the finance team, with responsibility for the reporting and maintenance of records of Roark’s employee investment vehicles, support of the firm’s employee compensation processes, and management company FP&A. The Finance Associate will be expected to play an active role in day-to-day operations and projects, with direct exposure to senior leadership and a working understanding of how Roark's funds and employee vehicles are economically structured.
Summary of Essential Job Functions
- Responsible for the capital and carried interest reporting for all of Roark’s employee vehicles
- Prepare capital call and distribution calculations, allocations, and investor notices
- Assist with the preparation of investor capital account statements and various ad hoc reports
- Maintain and reconcile employee investor database
- Support and enhance employee compensation processes and initiatives
- Support management company FP&A, including annual budget preparation, forecasting and variance analysis
- Be an integral part of Finance function by providing support to employee investors while ensuring investor queries are responded to on a timely basis
- Become a champion of core systems used in day-to-day tasks, including, but not limited to, Investran, DX and Kyriba
- Keen attention to detail with superior organization and time management
- Excellent verbal, written and interpersonal communications skills and ability to interact with senior leadership.
- Results-focused work ethic and a “roll up your sleeves”
- High sense of urgency and strong follow-
- Ability to work independently, with little supervision in a fast-paced, high performing environment
- Demonstrated ability to meet established deadlines along with the flexibility to accommodate changing priorities
- Comfort with working collaboratively in a small team in a fast-paced office environment
- Sound judgment and discretion in handling highly confidential compensation, carried interest and individual capital account information.
- Bachelor’s degree in accounting/finance or relevant field
- 1-3 years of prior accounting experience – Big 4 / Public Accounting preferred
- CPA or CPA candidate
- Experience with partnership accounting a plus
- Experience in Investran a plus
- Strong analytical, problem solving, critical thinking and decision-making skills, with the ability to multitask and deliver under tight deadlines; the candidate should be a self-starter that handles complexity well and identifies potential solutions.
- Excellent interpersonal and communication skills and a demonstrated ability to work collaboratively with cross-functional teams.
Roark provides a highly competitive package that includes, but is not limited to:
- Base salary plus annual performance bonus
- Medical, dental, vision, life insurance and long-term disability insurance
- 401k with employer match
- Paid time off and holidays
- Breakfast, lunch, snacks and drinks are provided daily in the office
Skills Required
- Bachelor's degree in accounting, finance, or a relevant field
- 1-3 years of prior accounting experience
- Strong analytical, problem-solving, critical-thinking, and decision-making skills
- Ability to multitask, meet tight deadlines, handle complexity, and identify solutions
- Excellent interpersonal, written, verbal, and communication skills
- Ability to work collaboratively with cross-functional teams
- CPA or CPA candidate
- Big Four or public accounting experience
- Partnership accounting experience
- Investran experience
What We Do
Roark is an Atlanta‐based private equity firm with $20 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchised and multi‐location business models in the restaurant, specialty retail, consumer and business services, and health, wellness and beauty sectors. Roark prides itself on being a trusted partner for management and business owners. We believe that successful partnerships begin with providing a compelling value proposition to all business constituencies. A win‐win‐win approach leads to an enthusiastic business environment where all stakeholders – customers, employees, franchisees, strategic partners, service providers, management and shareholders – share in the growth and success of our businesses. We want to partner with entrepreneurs and executives who share this vision.
