Opportunity Overview
Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.
Why Join the Arootah Network
Alt-industry-only engagements with hedge funds, private equity firms, and family offices
Project-based work that fits around existing commitments
Client origination and engagement management handled by Arootah; advisors focus on delivery
About Arootah
Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.
Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver.
Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry.
One industry. One talent partner. Entry to exit.
Learn more: https://arootah.com/
Who We’re Looking For
Core Areas of Expertise
Best practice reviews.
Developing realistic and effective action plans.
Breaking apart goals into actionable steps.
Advising on vendor selection and oversight.
Creating and implementing policies, procedures, and control measures.
Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
Special projects or other areas of need.
Maintain the financial records of the firm, through collaboration with and management of the firm’s external accounting company and the CFO through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports.
Control and review the payroll processing system to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions
Manage the month-end close process, which includes collaborating with the CFO, external accountants, and other teams across the firm.
Enhance the operational efficiency, timeliness, and quality of the firm’s financial reporting through the collection, consolidation, and analysis of financial data.
Manage accounts receivables and payables including the timely collection of receivables and payment of invoices.
Provide senior leadership with information vital to decision-making processes including budget versus actual reporting, cash balances and forecasted liquidity, and other KPIs such as variances, trends, and deficiencies.
Based on historical trends and analyses, build pro forma financial models to help predict the impact of potential decisions.
Help to ensure the fiscal integrity of the company’s business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk.
Lead the audit and tax processes by working closely with the external auditors and tax accountants and responding to requests as needed.
Assist with quarterly and annual SEC and regulatory reporting/filings as it relates to providing all financial and accounting data.
What You Bring
A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or a related field.
CPA designation or advanced degree (MBA, etc.) is a plus.
6+ years of prior work experience, specifically as a Controller for an Alternative Asset Firm or Family Office.
4+ years of proven experience in a financial or accounting capacity with an Alternative Asset Firm, Family Office, or Big 4 accounting firm.
Have extensive experience with cash and working capital management and forecasting, as well as strong technical accounting skills, GAAP accounting, and management reporting experience.
Strong technical skills, particularly with Microsoft applications (Word and Excel), and a proven proficiency in accounting software or financial applications (QuickBooks, etc.)
In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax regulations and financial covenants.
Highly organized, strong attention to detail and able to prioritize with excellent management and supervisory skills.
Skills Required
- Bachelor's Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or related field.
- CPA designation or advanced degree (MBA, etc.).
- 6+ years prior work experience specifically as a Controller for an Alternative Asset Firm or Family Office.
- 4+ years of experience in a financial or accounting capacity with an Alternative Asset Firm, Family Office, or Big 4 accounting firm.
- Extensive experience with cash and working capital management, forecasting, GAAP accounting, and management reporting.
- Strong technical skills with Microsoft Word and Excel and proficiency in accounting software/financial applications (e.g., QuickBooks).
- In-depth understanding of financial instruments, investment types, vehicle structures, asset classes, tax regulations, and financial covenants.
- Proven management and supervisory skills, strong organization, and attention to detail.
- Experience leading audits and tax processes and assisting with SEC and other regulatory reporting/filings.
