Director of Finance
About the Company
They are a leading private credit asset management firm specializing in asset-based lending (ABL). Based in South Carolina, this firm manages capital on behalf of institutional and private investors nationwide. They deliver flexible credit solutions to middle-market companies, structuring loans secured by receivables, inventory, equipment, and other assets to unlock working capital and fuel growth.
Position Overview
The Director of Finance at this firm will be a strategic leader responsible for overseeing the firm's financial operations, corporate finance strategy, and internal controls. This role is central to ensuring financial integrity, operational scalability, and alignment with their long-term growth objectives.
The ideal candidate will bring a blend of strategic insight and hands-on execution across finance, accounting, compliance, risk management, and technology, while fostering cross-functional collaboration and driving continuous improvement.
Key Responsibilities
Finance Leadership:
- Lead the firm's financial strategy, including budgeting, forecasting, and long-term financial planning, ensuring alignment with business goals.
- Oversee all financial reporting, accounting, and regulatory compliance, including monthly, quarterly, and annual financial statements for the investment manager.
- Coordinate with the Investor Relations Team to ensure the financial reporting and accounting for the commingled funds is accurate and delivered to investors in a timely manner.
- Ensure the accuracy and integrity of financial records and systems, maintaining best practices for internal controls.
- Manage relationships with external auditors, tax advisors, insurance brokers and financial institutions.
- Manage banking relationships and optimize capital structure to ensure financial flexibility and cost efficiency.
- Provide executive leadership in the development and implementation of financial policies, procedures, and systems.
- Conduct financial performance analysis, identifying trends, risks, and opportunities to improve profitability and efficiency.
- Oversee cash flow management, capital allocation, and liquidity planning to support investment activities and operational needs.
Leadership & Development:
- Lead strategic initiatives and projects to enhance business performance, including mergers, acquisitions, or new product offerings.
- Ensure that financial strategies support the firm's growth, risk management, and regulatory compliance goals.
- Lead, mentor, and develop a high-performing finance team, fostering a responsive, client centric, collaborative and accountable culture.
- Implement performance metrics and continuous development programs for the finance team.
- Work with HR to ensure that the firm attracts, retains, and develops top talent within the finance department.
Technology & Systems Integration:
- Evaluate and implement financial technology solutions to improve reporting, analytics, and operational workflows.
- Collaborate with IT and operations to ensure systems integration supports scalable growth and data integrity.
Qualifications
Required:
* Bachelor's degree in accounting, Finance, or Business Administration.
* 6-10 years of progressive experience in financial leadership roles, preferably within asset management, private credit, or investment banking.
* Strong understanding of asset-based lending, fund accounting, and institutional investor reporting.
* Advanced proficiency in financial modeling, budgeting tools, and accounting software (e.g., Investran, QuickBooks, NetSuite, or similar).
Preferred:
* CPA strongly preferred.
* Experience in a high-growth or entrepreneurial environment.
* Demonstrated success in leading cross-functional teams and implementing financial systems.
* Excellent communication skills with the ability to present complex financial information to senior stakeholders.
FAQs
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