CareerPlan

Financial Operations Manager

Cos Cob, CT, USFull-time2026-10-16 → 2026-11-09

Core

Oversee core financial operations, cash management, treasury functions, and operational workflows for a private equity firm's management company and investment vehicles.

Role type

Senior IC financial operations manager

Builds

Efficient day-to-day functioning of the business finance and operations

Domain

Private equity / Alternative asset management

Required skills

Cash management, wire processing, liquidity reporting, treasury functions, fund accounting, reconciliations, financial analysis, budgeting, forecasting, process improvement, automation, stakeholder coordination

Preferred skills

Advanced Excel, financial systems proficiency, strategic initiative support

Responsibilities

Oversee core financial operations activities across the management company and investment vehicles; Manage cash activity, wire processing, liquidity reporting, and treasury-related functions; Partner with fund accounting and finance teams on reporting, reconciliations, and operational workflows; Coordinate with banks, administrators, auditors, and other third-party service providers; Monitor and improve operational controls, policies, and procedures; Support budgeting, forecasting, and financial analysis initiatives

Seniority

Senior, hands-on IC