Job Description

About the Company:

We are a dynamic and growing private equity firm founded by a group of New Englands most accomplished operating executives. Our focus is on investing in and partnering with the management teams of some of the most innovative technology companies across the U.S. We foster a highly collaborative culture where every voice is valued, and success is driven by alignment around shared goals and a unified vision.

Overview:

We are seeking a highly organized and detail-oriented Controller/ Finance Manager with at least 5 years of experience in full-cycle accounting and administrative operations. This role supports both business and Family Office functions, ensuring smooth day-to-day financial management, accurate reporting, and efficient office operations. The ideal candidate is professional, collaborative, and thrives in a dynamic environment.

Key Responsibilities:

Accounting & Financial Management

• Manage full-cycle accounting: bookkeeping, vendor and expense management, payroll (via ADP), banking, and credit card reconciliations.
• Review monthly financial accounts and statements (actuals vs. budget), quarterly reporting, and work with Partners to prepare annual budgets.
• Working with a 3 rd party finance firm, maintain accurate financial records, including tracking and reconciling bank and credit card transactions.
• Process and verify payroll and benefits, including managing portals
• Manage vendors, A/P, invoices and payments thru the 3 rd party finance firm.
• Support audit prep and outside accountants with tax filings and year-end audits.
• Working with 3 rd party finance firm, generate and issue 1099s for vendors.

Administrative Operations & Executive Support

• Manage office systems, vendor relationships, and administrative operations to support organizational workflow.
• Schedule and coordinate travel, meetings, and logistics for partners, including major events like Board Meetings and Investor Presentations.
• Assist with travel-related expenses and reimbursement tracking.
• Organize and maintain shared files for reporting and governance related to portfolio companies.
• Collaborate closely with the Managing Partner on special initiatives and projects.

Qualifications & Requirements:

• Minimum 5 years of bookkeeping/accounting experience, including accrual and basic GAAP accounting (CPA not required).
• Proficient Microsoft Excel; strong skills in Microsoft Outlook, Word, and PowerPoint.
• Experience managing financials for small businesses or nonprofits (nonprofit experience a plus).
• Demonstrated experience with payroll, benefits administration, and vendor management.
• Strong written and verbal communication skills, including proofreading and copy editing.
• Highly organized with exceptional attention to detail and time management skills.
• Able to prioritize and manage multiple tasks in a fast-paced environment.
• Professional demeanor and excellent interpersonal skills.
• Discretion and ability to maintain confidentiality.
• Seeking a long-term role within a collaborative and supportive team environment.

Schedule:

• 4 days / week in-person with flexible work arrangements
• Unlimited, but reasonable, PTO
• Medical Insurance (BCBS)

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