Financial Controller

Evergreen Capital Management

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Website EvergreenInvest Evergreen Capital Management

Growing value through principled investing

Job Description

About the Role

Lead all accounting operations for investment management division. Oversee financial reporting, regulatory compliance, and fund accounting teams. Develop strategic financial plans and maintain relationships with auditors.

Responsibilities

  • Prepare monthly/quarterly financial statements
  • Manage accounts payable/receivable functions
  • Oversee fund accounting and NAV calculations
  • Ensure SEC and GAAP compliance
  • Develop financial controls and policies
  • Coordinate annual audit processes
  • Manage treasury functions

Requirements

  • CPA certification required
  • Bachelor’s in Accounting or Finance
  • 10+ years progressive finance experience
  • 5+ years management experience
  • Asset management industry background
  • Expert knowledge of financial regulations
  • Advanced Excel and ERP skills

Benefits

  • $200K – $250K base + performance bonus
  • Full executive benefits package
  • Equity participation plan
  • Car allowance and expensed dining
  • Executive health program
  • Professional dues coverage

About the Company

Evergreen Capital manages over $40B in institutional assets with offices worldwide. New York City headquarters offers sophisticated financial services for pension funds and endowments. Committed to sustainable investing principles and ethical wealth management.


Job ID: financial-controller-4LDfJ

Tagged as: Accounting, executive, Investment

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