CareerPlan

Senior Managing Director- Private Equity and Hedge Fund Accounting (CFO Services)

Dallas, TX, usFull-time$200k–$250k2026-10-22 → 2026-11-12
Hybrid

Core

Primary client lead for financial, accounting, and advisory services for alternative investment clients, overseeing teams to ensure operational excellence and compliance.

Role type

Senior Managing Director (CFO Services)

Builds

Client relationships, financial reporting, audit/tax processes, and team operations

Domain

Private Equity, Hedge Funds, Venture Capital, Real Estate

Required skills

Fund accounting, financial reporting, audit management, tax filing, NAV reporting, fee calculation, team leadership, budgeting, cash management

Preferred skills

In-house experience, Microsoft Office Suite, QuickBooks, Bill.com, Expensify, NetSuite, Sage

Responsibilities

Guide clients on accounting principles and processes, lead and mentor teams, oversee audits and tax filings, manage onboarding and cash management, supervise direct reports

Seniority

Senior, hands-on IC with management responsibilities