Director
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Description
- Direct all accounting, controls, tax functions, banking, and related regulatory compliance as requested by our clients in our service agreements
- Lead and manage client relationships, ensuring client satisfaction with TMF
- Develop relationships to enhance TMF brand and referrals from existing client base
- Read and understand Limited Partnership Agreements to determine how the provisions of the LPAs impact on fund operations including, but not limited to financial statements, capital calls, distributions, and management fees
- Give directives to the valuation team to ensure valuations are approved and recorded timely
- Review and discuss with clients and team high risk areas including, but not limited to carried interest allocations and other high-risk calculations/distributions
- Oversight into all fund-related internal and external reporting and communication
- Direction for fund-related financial projects and presentation development as needed
- Oversee annual tax and audit process to ensure client expectations are met or exceeded
- Review TMF billings to clients to ensure accurate billings to our Statements of Work (SOWs)
- Review engagement economics to timely notify and discuss with clients any overages, special bills, or other items that may affect realization goals of TMF
- Review/draft service agreements/SOWs for prospective client work
- Attend sales calls with prospective clients as needed
- Oversee all team members and the overall company culture. Includes onboarding, enforcing company policies, and completing performance reviews.
- Lead team performance reviews including budgeting, compensation adjustments, bonuses, and disciplinary measures
- Request for personnel resources as needed
- Review company processes and procedures
- Implement and champion processes and best practices that improve team efficiency and increase profitability
- Assist managing directors with internal initiatives
- Serve as a resource to clients on complex/technical questions, including entity structures, structuring of management fees, waterfall allocations, and other industry trends