VICE PRESIDENT OF FINANCE, PORTFOLIO OPERATIONS
Baltimore, MD
$225k-$315k + Bonus
Position Highlights
CSP is partnering with a lower-middle-market private equity firm to hire a VP of Finance, Portfolio Operations to serve as a hands-on finance leader across its portfolio.
The VP will work directly with portfolio company leadership to build, strengthen, and stabilize finance functions, with assignments ranging from establishing infrastructure at newly acquired businesses to improving processes, reporting, and overall financial operations. The ideal candidate is adaptable, practical, and comfortable operating across companies of varying size and maturity.
- Manage and review general ledger activity, reconciliations, journal entries, and account balances.
- Support monthly, quarterly, and year-end close and financial statement preparation.
- Assist with regulatory reporting, audits, and regulatory examinations.
- Prepare collateral, borrowing, investment, and other assigned financial reports.
- Support investment accounting and process portfolio transactions.
- Assist with budgeting, forecasting, ALM, and quarterly ALCO materials.
- Maintain fixed assets, accruals, prepaids, and other assigned accounting functions.
- Analyze financial information and support management with accounting-related needs.
- Partner with the Controller and CFO on special projects and process improvements.
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3+ years of progressive accounting experience, preferably in banking or financial services.
- Strong knowledge of GAAP, general ledger accounting, and financial reporting.
- Experience with month-end close, reconciliations, and financial statement preparation.
- Familiarity with regulatory reporting, audits, and financial institution examinations preferred.
- Exposure to ALM, budgeting, forecasting, or investment accounting a plus.
- CPA or MBA preferred, but not required.
- Strong analytical, organizational, communication, and problem-solving skills with excellent attention to detail.
For more information, contact Kristin (Sudina) Freitag at kfreitag@chesapeakesearchpartners.com or apply below.