VP Finance & Accounting

About the Company

Our client is a rapidly growing, St. Louis-based private investment firm focused on acquiring, building, and scaling middle-market businesses. Backed by an experienced leadership team and an established operational playbook, the firm partners with management teams to drive growth and create long-term value across multiple industry platforms.

With an active acquisition strategy and several high-growth portfolio companies, the organization offers a unique opportunity to join an entrepreneurial investment platform during an exciting period of expansion. The firm operates with a lean, collaborative culture where high performers enjoy significant visibility, ownership, and opportunities for advancement.

The Opportunity

The Vice President of Finance & Accounting will serve as a key member of the leadership team, overseeing the firm’s accounting, treasury, budgeting, compliance, and investor administration functions. This individual will also play an important role in supporting portfolio company operations, fund administration, and the launch of new investment platforms.

This is an ideal opportunity for a hands-on finance leader who enjoys working in an entrepreneurial environment and wants broad exposure across private equity, portfolio operations, and corporate finance. The position works closely with firm leadership and portfolio company executives and will have a direct impact on the continued growth and scalability of the investment platform.

Key Responsibilities

Corporate Finance & Accounting

• Lead monthly close processes for the management company and affiliated investment entities.

• Develop and maintain the annual budgeting and forecasting process.

• Maintain and update the firm’s rolling 13-week cash flow forecast.

• Oversee treasury management activities, including cash management, banking relationships, credit facilities, and corporate credit card programs.

• Manage payroll administration and employee benefits programs.

• Oversee corporate insurance programs and coordinate annual renewals.

Capital & Investor Administration

• Maintain capitalization tables across portfolio investments.

• Coordinate investor capital calls and related communications.

• Assist with investor reporting and related administrative processes.

Compliance, Audit & Tax

• Coordinate annual audits and tax return preparation with external auditors and tax advisors.

• Manage regulatory compliance requirements for the management company and affiliated investment entities.

• Coordinate preparation and distribution of investor tax documentation and related communications.

Portfolio Company Support

• Support the launch of new portfolio investments, including entity formation, banking setup, insurance placement, and financial systems implementation.

• Assist portfolio companies with annual audit and tax processes.

• Help standardize financial reporting and implement best practices across the portfolio.

Strategic Initiatives

• Participate in special projects and strategic initiatives as the firm continues to grow.

• Provide financial and operational support for new investment platforms and other corporate initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.

• CPA preferred.

• Approximately 6–12 years of progressive experience in public accounting and/or finance leadership roles within private equity, investment management, fund administration, family office, or operating company environments.

• Strong technical accounting, financial reporting, treasury, and cash management expertise.

• Experience managing audits, tax processes, and third-party service providers.

• Experience working within modern ERP systems (NetSuite experience is a plus).

• Familiarity with private equity fund structures, investor reporting, capital calls, and capitalization table management is preferred.

• Experience with investor administration software is a plus.

Desired Attributes

• Highly organized with exceptional attention to detail.

• Self-starter who thrives with a high degree of autonomy and accountability.

• Comfortable operating in a lean, entrepreneurial, and fast-paced environment.

• Strong interpersonal skills with the ability to build relationships across executives, investors, advisors, and portfolio company leadership.

• Hands-on leader who enjoys balancing strategic initiatives with day-to-day execution.

• Naturally curious, adaptable, and eager to help build scalable processes within a growing organization.

Why This Opportunity?

This position offers exceptional visibility within a growing investment firm and the opportunity to work directly alongside experienced executives in a highly entrepreneurial environment. The successful candidate will gain exposure to acquisitions, fund operations, portfolio company finance, and strategic growth initiatives while helping build the infrastructure of a rapidly expanding investment platform.