Finance Lead (Controller + FP&A) – Investment Management

Reposted 21 Days Ago
Be an Early Applicant
Santa Monica, CA, USA
In-Office
130K-175K Annually
Senior level
Financial Services
The Role
Lead firm accounting and financial reporting: run FP&A and budgeting, oversee AR/AP/payroll/GL, produce senior management reporting, optimize finance systems and automation, coordinate firm and GP tax processes, and support long-term org planning.
Summary Generated by Built In
About Clocktower
Clocktower is an alternative asset management and advisory firm based in Santa Monica, with a global presence, including an office in Shanghai. In public markets, we seed macro-oriented hedge fund managers and manage an Asian equity platform. In private markets, we invest in fintech and Latin American startups. Several times a year we host global conferences bringing together our clients and partners, including sovereign wealth funds, tech founders, hedge fund managers, and successful individuals in creative niches. Clocktower’s edge is our network.
The Role: We are hiring a hands-on Finance Lead (Controller + FP&A) who will be a direct resource to firm leadership, reporting to the COO. You’ll own the firm’s accounting and financial reporting outcomes, bring structure and visibility to planning, and continuously improve how the function runs using modern tools and automation.
Team & support: This role comes with strong hands-on support from two other team-members for day-to-day processing and operational workflows. You’ll own accuracy, deadlines, and outcomes, while focusing your time on higher-value work: month-end close leadership, management reporting, forecasting, and process improvement.
What you’ll do:
  • Own the FP&A. Build-out and maintain financial forecasts for revenue and cost centers and compile into a comprehensive budget to drive business decisions.
  • Oversee Accounting Operations. Oversee the core accounting processes, including AR/AP, payroll, and GL, with strong controls and documentation.
  • Reporting. Prepare monthly, quarterly, and annual reporting materials for senior management; manage internal requests and recurring deliverables with clear ownership and deadlines.
  • Systems and automation. Own and optimize the firm finance tech stack. Improve workflows and data availability/quality, reduce manual steps, and implement AI and automation where it can make meaningful improvements.
  • Tax coordination. Drive the firm and GP tax processes, liaising with and reviewing tax filings prepared by a Big 4 provider. You will manage inputs, timelines, and follow-ups to keep the process smooth, accurate and on schedule.
  • Org planning. Work with senior management on longer-term organization planning. Bring structure, visibility, and practical recommendations.

Who we’re looking for:
  • Bachelor’s degree in Accounting, Finance, or a related business field. CPA preferred.
  • Experience in private equity or venture capital is a plus.
  • This role must be onsite 3-4 days per week in our Santa Monica office.
  • QuickBooks Online experience highly preferred. Strong Excel skills required.
  • Comfort operating at both a strategic and hands-on level in a growing organization.
  • Detailed and highly tech-savvy with experience owning and improving workflows across tools/software.
What you’ll get:
  • All the resources you’ll need to learn and grow.
  • Independence to run with your ideas.
  • Joining an elite team that works with some of the most sophisticated investors and entrepreneurs in the world.
  • World-class benefit programs, including options for health, dental, vision, disability, life insurance, 401K plan (with matching), generous vacation, and sick leave.
  • Delicious, daily lunches and snacks.
  • Beautiful office space with amazing ocean views.

--
Clocktower Group is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.
While the roles at Clocktower are primarily desk-based and do not typically require significant physical demands, employees in these positions should be able to:
  • Sit for extended periods.
  • Use a computer and other office equipment effectively.
  • Occasionally lift and move lightweight office supplies or materials.

Salary Range: $130,000-$175,000. Compensation may vary based on experience, training, and education. This position is eligible for an annual discretionary bonus.
 

Skills Required

  • Bachelor's degree in Accounting, Finance, or related field.
  • 6-8+ years of accounting and tax experience within financial services, investment management, audit, or professional services.
  • Strong Excel skills.
  • AI implementation focus/experience applying AI to finance workflows.
  • Comfort operating at both strategic and hands-on levels in a growing organization.
  • Detailed and highly tech-savvy with experience owning and improving workflows across tools/software.
  • Experience coordinating tax processes and reviewing filings (liaising with Big 4 providers).
  • CPA.
  • Experience in private equity or venture capital.
  • QuickBooks Online experience.
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The Company
Santa Monica, CA
51 Employees
Year Founded: 2007

What We Do

Clocktower Group, L.P. is an alternative asset management platform based in Santa Monica, California, that delivers customized products to help institutional clients achieve their specific investment goals. Clocktower’s business lines span hedge fund seeding, manager selection and financial technology venture capital. Across these investment solutions, Clocktower seeks to foster alignment between its clients and invested businesses, building long-term strategic relationships and facilitating information flow. Clocktower’s distinctive approach is built on a carefully cultivated ecosystem of global investors, policymakers, technology founders, CEOs and academics who engage collaboratively to share ideas, insights and investment opportunities.

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