Senior Finance Manager, WCM

Accountabilities

• • Lead the annual budgeting process and maintain sophisticated forecasting models to support strategic planning, spending decisions, and investment capacity.
  • Develop, maintain, and enhance financial models and reporting tools that provide leadership with actionable insights into fund performance, expenses, and strategic scenarios.
  • Manage and lead contract negotiations with external vendors, legal counsel, and service providers, ensuring commercially effective terms.
  • Oversee the end-to-end expense review and approval process, ensuring compliance with governance policies and fund requirements.
  • Conduct monthly, quarterly, and annual financial statement reviews and deep-dive analyses, validating accuracy and identifying trends, risks, and opportunities.
  • Ensure timely and accurate financial reporting, including management accounting and recurring monthly and quarterly dashboards.
  • Lead Board of Managers (BOM) financial reporting and support quarterly reporting requirements for relevant corporate and limited-partner stakeholders.
  • Review and approve financial-system activities, including wires, while supporting treasury operations and maintaining appropriate operational redundancies and controls.
  • Provide strategic financial analysis to functional leaders covering management company expenses, fund performance, business scenarios, and other key financial considerations.
  • Support operational initiatives such as developing and aligning authorization matrices with cross-functional stakeholders and coordinating quarterly OKR reporting.
  • Serve as a primary finance liaison between the investment organization and its broader corporate finance function, ensuring effective communication and alignment.
  • Strengthen finance governance, risk management, processes, and systems to improve operational resilience and scalability.
  • Support additional financial and operational initiatives that contribute to overall operational excellence and organizational effectiveness.

  Requirements

  • 10+ years of experience in finance and/or accounting, including experience in leadership-level positions.
  • Bachelor’s degree in Finance, Accounting, Business, or a related discipline required; an MBA is preferred.
  • Strong working knowledge of US GAAP and/or IFRS, management accounting, and financial reporting principles.
  • Demonstrated experience with financial modeling, data analysis, forecasting, and management reporting.
  • Experience in venture capital, private equity, partnership accounting, or a similar investment environment is preferred.
  • Strong understanding of financial governance, risk management, internal controls, and authorization frameworks.
  • Experience navigating complex, globally matrixed organizations with multiple stakeholders and competing priorities.
  • Strong relationship-building capabilities, with the ability to develop trusted partnerships across finance, operations, leadership, and external organizations.
  • Excellent written and verbal communication skills, with the ability to translate complex financial information into clear business recommendations.
  • Strong systems and analytical capabilities, including experience implementing or improving software for management or financial reporting.
  • Familiarity with Oracle ERP and QuickBooks Online (QBO) is preferred.
  • Ability to work effectively beyond traditional accounting responsibilities and contribute to broader operational and strategic initiatives.
  • Strong judgment, attention to detail, ownership, and ability to manage sensitive financial information.
  • Comfortable operating in a hands-on environment while simultaneously providing strategic financial leadership.

  Benefits

  • Remote U.S. work arrangement, with the position also potentially available in New York, Palo Alto, or Seattle.
  • Senior-level opportunity reporting directly to the COO and collaborating with finance, investment, and operational leadership.
  • Exposure to a growth-stage investment environment focused on mobility, emerging technologies, industrial innovation, decarbonization, and sustainability.
  • Opportunity to influence financial strategy, governance, reporting, and operational excellence across a substantial investment platform.
  • Cross-functional and globally connected working environment with exposure to senior stakeholders.
  • Opportunity to develop and improve financial systems, reporting infrastructure, and scalable finance processes.
  • Equal opportunity workplace committed to diversity and inclusion.
  • Information provided during the application process is handled for hiring and onboarding purposes in accordance with the applicable privacy notice.