Full-Time

Vice President of Finance and Operations

Posted on 9/18/2025

Stronghold Investment Management

Stronghold Investment Management

51-200 employees

Technology-driven real assets investment manager

No salary listed

Dallas, TX, USA

In Person

Category
Finance & Banking (1)
Required Skills
Quickbooks
Risk Management
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • Bachelor’s degree in Finance, Accounting or Business Administration required; MBA, CPA, or CFA Charterholder strongly preferred.
  • Minimum 10 years of progressive experience in finance roles within investment firms, accounting firms, family offices, or multi-entity organizations.
  • Demonstrated experience supporting executive leadership with board materials, investor communications, and strategic financial oversight.
  • Background in GP and family office operations, including estate, tax, and investment management, strongly preferred.
  • Familiarity with private investments, capital markets, and balance sheet optimization strategies.
  • Advanced proficiency in accounting software (e.g., QuickBooks).
  • Strong knowledge of GAAP, IFRS, tax regulations, and compliance specific to private investments and family offices.
  • Expertise in financial analysis, including asset valuation, performance reporting, and risk management for sectors like energy, real estate, and aviation.
  • Excellent Excel skills (e.g., pivot tables, financial modeling) and familiarity with data management tools.
  • High attention to detail and accuracy.
  • Analytical thinker with the ability to translate complex data into actionable insights.
  • Exceptional organizational skills and ability to balance competing priorities.
  • Strong communication skills, capable of drafting clear, compelling presentations for internal and external stakeholders.
  • Discretion and professionalism in managing sensitive financial and personal information.
  • Collaborative, flexible, and solutions-oriented approach to supporting the partner’s objectives.
Responsibilities
  • Act as the primary point of contact for the partners, coordinating wealth management, tax, estate planning, and day-to-day administration.
  • Oversee all financial reporting, risk management, and compliance matters across family entities and trusts.
  • Monitor financial activities and ensure accuracy, timeliness, and adherence to defined objectives and deadlines.
  • Provide recommendations on portfolio allocation, liquidity management, and long-term wealth preservation, growth and succession planning.
  • Manage relationships with banks, tax advisors, legal counsel, and external service providers with the utmost confidentiality.
  • Support the partners in evaluating private investments, joint ventures, and co-investment opportunities across sectors, with an emphasis on energy, real assets, and real estate.
  • Conduct financial modeling, due diligence, and performance tracking of current and prospective investments.
  • Prepare concise, data-driven analyses to inform investment decision-making and capital allocation strategies.
  • Continuously monitor portfolio performance versus benchmarks, identifying risks and opportunities.
  • Assist in executing estate and succession planning strategies that align investment outcomes with long-term objectives.
  • Coordinate the preparation of consolidated financial statements, forecasts, and dashboards for GP and family office operating businesses and affiliated entities.
  • Partner with senior leadership on budgeting, strategic planning, and scenario analysis.
  • Track performance against key financial and operational metrics, highlighting trends and proposing recommendations.
  • Ensure compliance with accounting standards, tax considerations, and reporting obligations across entities.
  • Manage internal workflows and reporting processes to drive efficiency, accuracy, and clarity.
  • Oversee preparation and analysis of consolidated financial statements and reporting for the GP, family office and related entities ensuring compliance with applicable standards.
  • Manage all accounting functions, including general ledger, treasury, accounts payable/receivable, and reconciliations.
  • Ensure timely monthly, quarterly, and annual financial reporting.
  • Implement appropriate internal controls to safeguard family assets and prevent fraud.
Stronghold Investment Management

Stronghold Investment Management

View

Stronghold Investment Management is a technology-driven, vertically integrated investment manager focused on real assets and related private markets, with a particular emphasis on oil and gas. The company uses a proprietary technology platform to manage and analyze large datasets, enabling collaboration among investment professionals, diligence specialists, asset managers, and technical experts. Its approach supports disciplined, timely decisions and rapid transaction velocity, as it systematically and frequently transacts in physical properties by partnering with local, in-basin origination partners. Unlike many peers, Stronghold combines deep technical expertise, financial structuring creativity, and strategic partnerships to execute investments efficiently. The Austin office centers on technology development as a strategic advantage. Overall, the goal is to deliver best-in-class risk-adjusted returns through this technology-driven framework and network of collaborations.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • 45Q tax credit expansion creates new monetization pathways for carbon capture on portfolio assets.
  • Co-investment model attracts capital partners seeking disciplined, high-frequency energy transactions.
  • Scaled operations across Dallas, Oklahoma City, Big Spring demonstrate proven execution capability.

What critics are saying

  • OPEC+ production increases drive oil price declines, eroding asset values and transaction returns.
  • Texas Railroad Commission flaring regulations force costly retrofits on Midland Basin portfolio assets.
  • Larger competitors like Blackstone outbid on core acreage with superior capital pools.

What makes Stronghold Investment Management unique

  • Vertically integrated technology platform enables rapid transaction velocity in oil and gas properties.
  • Deep basin partnerships and local origination networks provide deal flow advantages in Permian.
  • Risk-adjusted return focus with creative financial structuring differentiates from commodity-exposed competitors.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Stronghold Investment Management who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Company Match

Paid Vacation

Parental Leave

Performance Bonus

Health Savings Account/Flexible Spending Account

INACTIVE