Chief Financial Officer
Position Overview
Filion Capital is seeking a strategic and operationally excellent Chief Financial Officer (CFO) to serve as the financial leader for both the firm's management company and its investment funds. This executive role encompasses all aspects of financial management, including fund accounting, LP reporting, firm financial operations, tax, compliance, and risk management. The CFO will be a key business partner to the Managing Partners, providing critical insights to drive firm strategy, profitability, and scalability.
This is a highly visible leadership position, essential for ensuring the financial integrity, operational efficiency, and strategic growth of the entire Filion Capital platform.
Key Responsibilities
- Oversee all financial operations for the Filion Capital management company, including budgeting, forecasting, financial reporting, cash flow management, and internal controls.
- Lead all fund accounting and administration for multiple investment vehicles, ensuring accurate and timely calculation of NAV, partner capital allocations, and carried interest.
- Serve as the primary liaison with Limited Partners (LPs) for all financial reporting, ensuring transparency and compliance with fund governing documents.
- Manage relationships with external service providers, including auditors, tax advisors, fund administrators, legal counsel, and banks.
- Develop and implement robust financial and operational policies, procedures, and systems to support the firm's rapid growth and scaling.
- Ensure strict compliance with all regulatory requirements (SEC, IRS) and oversee the firm's risk management framework.
- Partner with the deal team on the financial structuring of transactions, fund modeling, and portfolio company performance analysis.
- Provide strategic financial leadership to the executive team, offering data-driven insights on firm performance, profitability, and new business initiatives.
About Filion Capital
Filion Capital is a global investment firm focused on building the future through strategic acquisitions, real assets, and growth equity opportunities. We originate and execute transactions across the U.S., Africa, and other global markets with a mandate to partner with founders, operators, and institutions to scale transformative businesses. Financial discipline, operational excellence, and unwavering integrity are the cornerstones of our platform.
Job Nature
Full Time
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field; CPA and/or MBA required.
- 15+ years of progressive financial leadership experience, with a significant portion gained within the private equity industry.
- Proven experience as a CFO or Head of Finance for a private equity firm, or as a senior professional (e.g., Controller) with deep exposure to fund accounting, LP reporting, and carried interest calculations.
- Expert technical knowledge of US GAAP, investment company accounting, and tax matters relevant to private equity funds and their management companies.
- Extensive experience managing the audit process and liaising with top-tier audit firms.
- Strong knowledge of SEC compliance rules and regulations (e.g., Advisers Act).
- Exceptional leadership, communication, and interpersonal skills, with the ability to interact effectively with the investment team, senior leadership, LPs, and board members.
- Strategic, forward-thinking mindset with a hands-on, operational approach to problem-solving.
Experience Requirements
15+ years
Job Location
Dallas, TX (Hybrid)
Annual Salary
The compensation package for the Chief Financial Officer is highly competitive and includes a significant base salary, a performance-based annual bonus, and participation in the firm's equity and carried interest plans. Total compensation will be commensurate with the seniority and impact of this executive role.
What We Offer
- A seat on the firm's executive leadership team with a direct voice in firm strategy and management.
- A comprehensive executive compensation package with firm equity and carried interest participation.
- The opportunity to build and scale the financial infrastructure of a rapidly growing global investment platform.
- High-level engagement with the firm's prestigious investor base.
- A critical leadership role that is fundamental to the firm's success, integrity, and future growth.
Job Level
Sr. Position
How to Apply
Interested candidates can send their resumes to career@hoassociates.eu mentioning "Job Title" in the subject line.
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