Vice President, Finance
Charlotte, North Carolina
Finance /
Full-time /
On-site
What we believe
In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?
We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.
Our role
We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.
What we value
You could be a good fit for Crosslake if you see yourself reflected in our guiding values:
Service. We effect change by empowering others.
Curiosity. We believe great advice starts with deep understanding.
Credibility. Our expertise is earned and proven.
Commitment. It’s our privilege to serve clients in their critical moments.
Creativity. We are inspired by the constant pursuit of better.
Overview
Reporting to and working closely with the Chief Financial Officer, the Vice President of Finance will oversee the firm’s day-to-day global financial activities. As part of that responsibility, the Vice President of Finance will:
· Act as a key strategic partner to business leaders throughout the firm.
· In partnership with the Vice President of EMEA Finance and Operations, lead collaboration among our North America and EMEA finance teams.
· Own direct accountability for all North American accounting activities, including management of the regional controller / regional accounting team.
· Drive global account consolidation, including coordination of inter-company transactions.
· Serve as a critical voice in financial planning.
As a senior finance leader, the role will play a crucial part in ensuring Crosslake maintains its financial health and stability as the firm continues to grow and evolve.
Expected Results
- Drive efficient global close processes that facilitate accurate, timely financial reporting.
- Ensuring as much consistency across the chart of accounts – and within the use of individual accounts – between regional teams as possible given local accounting standards.
- Collaborate deeply in monthly forecasting and annual budgeting processes.
- Oversee all North American accounting activities, including management of the regional controller / regional accounting team and functional activity such tax, audit, payroll, treasury, A/P, A/R, etc.
- Providing insightful, strategic analysis that shapes financial and business decisions by framing data in accessible language and context.
- Partner deeply with the FP&A function to help ensure excellence in and continued evolution of board reporting, forecasting, budgeting, etc.
- Reinforce culture of continuous improvement with regard to accounting policies and procedures.
- Continue work to maximize operational efficiencies from accounting systems and processes.
- Use technical and operational leadership to drive the professional growth and development of accounting professionals across the team.
Qualifications
- Bachelor’s degree in finance, accounting, or related field required. CPA preferred.
- 10+ years of progressive finance experience, including at least 3 years leading an accounting team, preferably within the financial services or technology sector.
- Demonstrated history of successfully leading teams through external financial audits.
- Experience playing a senior role within a global finance team, preferably with basic knowledge of UK accounting standards / finance practices.
- Effective communication skills with the ability to convey complex financial information in a clear and concise manner to multiple audiences across two operating regions.
- Detail-oriented and analytical operating style with strong problem-solving skills and a commitment to accuracy and integrity, including the ability to handle sensitive information confidentially.
- Solid business acumen and strategic mindset paired with strong interpersonal and presentation skills.
- Great organization and time management skills with a comfort operating in a dynamic environment under tight timelines.
- Ultimate team player mentality demonstrated by being “hands-on” in day-to-day activities with colleagues but also highly driven, self-motivated, and working well independently with limited direction.
- Proficiency in Microsoft Office Suite, NetSuite, OpenAir, and/or Salesforce beneficial.
