Career Group Search ยท 2 days ago
Fractional Financial, Investment & Operations Director
New York, NY
Full-time
Hybrid
Director/Executive
$80/hr - $96/hr
6+ years expCareer Group Search is a boutique investment company seeking a Financial, Investment & Operations Director to lead financial management, investment tracking, and operations. This role will be responsible for financial reporting, investment analysis, and overseeing operations across the company's multi-entity structure.
Staffing & Recruiting
Responsibilities
Build financial reporting across operating businesses (SKU profitability, inventory, COGS, channel analysis)
Develop dashboards covering cash burn, retail/wholesale trends, and promotions
Oversee accounting, multiple-entity reconciliations, and monthly close
Own budgets, forecasts, cash flow models, and financial KPIs
Manage payroll and bill pay processes across corporate, investment, and household entities
Track investment performance across asset classes (IRR, TVPI, DPI, capital calls, distributions)
Support diligence on VC, PE, real estate, and alternative opportunities
Prepare investment memos, scenario models, and portfolio-level reporting
Interface with external managers, bankers, and advisors
Coordinate with tax advisors on quarterly estimates and year-end filings
Maintain entity records, insurance, and compliance calendars
Support trust, estate, and philanthropic documentation and filings
Oversee cross-entity bill pay processes and internal controls
Implement cybersecurity and access protocols with external providers
Develop and refine SOPs, workflows, and system integrations (QuickBooks, Notion, financial tools)
Support operational continuity and efficiency across the organization
Qualification
Required
6+ years in finance, accounting, investment management, or related fields (open to more senior profiles)
Strong P&L ownership, modeling skills, and comfort with multi-entity structures
High discretion, ownership mindset, and ability to operate in a changing, entrepreneurial environment
Preferred
Experience in a family office, PE/VC, investment banking, or similar financial environment strongly preferred
Interest in consumer, retail, or brand-oriented businesses is a plus
MBA preferred
Company
Career Group Search
At Career Group Search, we specialize in building your executive team.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase