Senior Finance Manager, WCM

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Finance Manager, WCM based in the United States.

This is a senior finance leadership role supporting a growth-stage investment platform focused on mobility, emerging technologies, and sustainability.
You’ll own critical financial planning, forecasting, reporting, governance, and operational processes across the fund.
The role combines hands-on financial management with strategic analysis to inform investment capacity, spending, and business decisions.
You’ll work closely with senior leadership, accounting, portfolio finance, and cross-functional teams in a complex global environment.
The position also provides meaningful exposure to financial systems, treasury activities, vendor negotiations, and board-level reporting.
Success requires strong judgment, analytical depth, relationship-building skills, and the ability to operate beyond traditional accounting responsibilities.
This is an opportunity to help build scalable finance operations while contributing to a fast-moving investment organization at the intersection of finance, technology, and mobility.

• 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.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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