Finance Lead (Controller + FP&A) – Investment Management
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Overview
Schedule
Full-time
Education
CPA
Career level
Director
Remote
Hybrid remote
Compensation
$130,000-$175,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with a presence in London and Shanghai. Our top-down macro framework and relationship-based investing approach inform our strategies and drive the way we do business. In public markets, we seed macro-oriented hedge fund managers and manage an Asian equity platform. In private markets, we invest in early stage fintech and climate disrupters. We also provide global macro research, advisory services, and host events all over the world.The Role:We are hiring a hands-on Finance Lead (Controller + FP&A) who will be a direct resource to firm leadership, reporting to the COO. You’ll own the firm’s accounting and financial reporting outcomes, bring structure and visibility to planning, and continuously improve how the function runs using modern tools and automation.Team & support: This role comes with strong hands-on support from two other team-members for day-to-day processing and operational workflows. You’ll own accuracy, deadlines, and outcomes, while focusing your time on higher-value work: month-end close leadership, management reporting, forecasting, and process improvement. What you’ll do:
- Own the FP&A. Build-out and maintain financial forecasts for revenue and cost centers and compile into a comprehensive budget to drive business decisions.
- Oversee Accounting Operations. Oversee the core accounting processes, including AR/AP, payroll, and GL, with strong controls and documentation.
- Reporting. Prepare monthly, quarterly, and annual reporting materials for senior management; manage internal requests and recurring deliverables with clear ownership and deadlines.
- Systems and automation. Own and optimize the firm finance tech stack. Improve workflows and data availability/quality, reduce manual steps, and implement AI and automation where it can make meaningful improvements.
- Tax coordination. Drive the firm and GP tax processes, liaising with and reviewing tax filings prepared by a Big 4 provider. You will manage inputs, timelines, and follow-ups to keep the process smooth, accurate and on schedule.
- Org planning. Work with senior management on longer-term organization planning. Bring structure, visibility, and practical recommendations.
- Bachelor’s degree in Accounting, Finance, or a related business field. CPA preferred.
- 6-8+ years of accounting and tax experience within financial services, investment management, audit, or professional services organization.
- Experience in private equity or venture capital preferred.
- This role must be onsite 3-4 days per week in our Santa Monica office.
- QuickBooks Online experience highly preferred. Strong Excel skills required.
- Comfort operating at both a strategic and hands-on level in a growing organization.
- Detailed and highly tech-savvy with experience owning and improving workflows across tools/software.
- All the resources you’ll need to learn and grow.
- Independence to run with your ideas.
- Joining an elite team that works with some of the most sophisticated investors and entrepreneurs in the world.
- World-class benefit programs, including options for health, dental, vision, disability, life insurance, 401K plan (with matching), generous vacation, and sick leave.
- Delicious, daily lunches and snacks.
- Beautiful office space with amazing ocean views.
- Sit for extended periods.
- Use a computer and other office equipment effectively.
- Occasionally lift and move lightweight office supplies or materials.
Automate your job search with Sonara.
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FAQs About Finance Lead (Controller + FP&A) – Investment Management Jobs at Clocktower Group
What is the work location for this position at Clocktower Group?
This job at Clocktower Group is located in Santa Monica, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Clocktower Group?
Candidates can expect a pay range of $130,000 and $175,000 per year.
What employment applies to this position at Clocktower Group?
Clocktower Group lists this role as a Full-time position.
What experience level is required for this role at Clocktower Group?
Clocktower Group is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Clocktower Group for this role?
Clocktower Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Vacation, Paid Sick Leave, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Clocktower Group?
You can apply for this role at Clocktower Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.