Finance Associate

Job Description

Roark is adding to their finance team to support continued growth. We are seeking a Finance Associate that will report to the Finance Manager and Chief Financial Officer. The Finance Associate will be a member of the finance team, with responsibility for the reporting and maintenance of records of Roark’s employee investment vehicles, support of the firm’s employee compensation processes, and management company FP&A. The Finance Associate will be expected to play an active role in day-to-day operations and projects, with direct exposure to senior leadership and a working understanding of how Roark's funds and employee vehicles are economically structured.

Summary of Essential Job Functions

• Responsible for the capital and carried interest reporting for all of Roark’s employee vehicles
• Prepare capital call and distribution calculations, allocations, and investor notices
• Assist with the preparation of investor capital account statements and various ad hoc reports
• Maintain and reconcile employee investor database
• Support and enhance employee compensation processes and initiatives
• Support management company FP&A, including annual budget preparation, forecasting and variance analysis
• Be an integral part of Finance function by providing support to employee investors while ensuring investor queries are responded to on a timely basis
• Become a champion of core systems used in day-to-day tasks, including, but not limited to, Investran, DX and Kyriba

Characteristics of an Outstanding Performer

• Keen attention to detail with superior organization and time management
• Excellent verbal, written and interpersonal communications skills and ability to interact with senior leadership.
• Results-focused work ethic and a “roll up your sleeves”
• High sense of urgency and strong follow-
• Ability to work independently, with little supervision in a fast-paced, high performing environment
• Demonstrated ability to meet established deadlines along with the flexibility to accommodate changing priorities
• Comfort with working collaboratively in a small team in a fast-paced office environment
• Sound judgment and discretion in handling highly confidential compensation, carried interest and individual capital account information.

Desired Education Credentials and Professional Experience

• Bachelor’s degree in accounting/finance or relevant field
• 1-3 years of prior accounting experience – Big 4 / Public Accounting preferred
• CPA or CPA candidate
• Experience with partnership accounting a plus
• Experience in Investran a plus
• Strong analytical, problem solving, critical thinking and decision-making skills, with the ability to multitask and deliver under tight deadlines; the candidate should be a self-starter that handles complexity well and identifies potential solutions.
• Excellent interpersonal and communication skills and a demonstrated ability to work collaboratively with cross-functional teams.

Compensation and Benefits

Roark provides a highly competitive package that includes, but is not limited to:

• Base salary plus annual performance bonus
• Medical, dental, vision, life insurance and long-term disability insurance
• 401k with employer match
• Paid time off and holidays
• Breakfast, lunch, snacks and drinks are provided daily in the office