Senior Finance Manager, WCM

Accountabilities 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.

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