Chief Financial Officer (Charlotte) Job at Joingardencity, Charlotte, NC

NkFJZVlNRGFmMnk3UE5mYWFuVENSMjlVZlE9PQ==
  • Joingardencity
  • Charlotte, NC

Job Description

1 month ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Garden City Equity

Founder & CEO @ The Palmetto Concierge + Paige Irvin Events

Garden City Equity is a people-first holding company investing in exceptional founder & family-owned businesses. We live by our core values of serving others, pursuing excellence, seeking simplicity, staying positive and prioritizing family.

About the Role:

The Chief Financial Officer (“CFO”) will be responsible for driving operational excellence and leadership across the firm’s finance, accounting, tax, compliance, and related functions. The CFO will be a core member of the firm’s management team and will report to the firm’s Chief Executive Officer.

Responsibilities:

Fund

  • Review quarterly unaudited financial statements
  • Lead annual audits of the Fund
  • Support portfolio company valuations
  • Review tax returns and K-1s
  • Lead capital calls and distributions (including distributions to co-investors and the general partner)
  • Review quarterly capital account statements for each investor
  • Manage capital call line (quarterly compliance certificates, periodic renewals, drawdowns and repayments)
  • Support shareholder updates (capital calls, annual cash returns, FMV of assets, etc.)
  • Manage investor requests
  • Oversee treasury (bank accounts, wires, etc.)
  • Maintain cap table for Fund and general partner entity
  • Facilitate shareholder transfers
  • Support acquisition and sale transactions
  • Manage service provider relationships (fund admin, accountants, bankers, lawyers, software providers)
  • Manage 401(k) plan

SEC compliance

  • Create and manage compliance program (policies & procedures, trainings)
  • Serve as chief compliance officer for the firm
  • Lead and submit key regulatory filings
  • Review all marketing materials
  • Manage relationship with compliance consultant

Management company

  • Lead annual budget and track performance against budget
  • Lead expense management (corporate card administration, expense policy, monthly expense approval)
  • Lead insurance renewals (worker’s compensation, general liability, management liability, etc.)
  • Lead human resources (payroll, benefits, onboarding & offboarding)
  • Manage information technology (software licenses, cybersecurity, disaster recovery, third party vendors)
  • Manage portfolio company billings (shared services, management fees, expense reimbursement)
  • Oversee treasury (bank accounts, wires, etc.)
  • Oversight of financial statement closings
  • Oversight of tax returns
  • Oversight of annual valuations

Garden City Impact Fund

  • Track donations
  • Send periodic reports on giving

Requirements:

  • 10+ years of significant experience and knowledge of US GAAP relating to private investment funds;
  • 7-10 years’ experience in private investment fund financial reporting
  • Bachelor’s degree in accounting/finance; Master’s degree preferred
  • CPA
  • Previous CFO and chief compliance officer experience with a SEC-registered investment fund
  • Strong analytical, communication, leadership and organizational skills
  • Knowledge of industry trends and opportunities

More About Garden City Equity:

Think a “Berkshire Hathaway” model, but of small to mid-sized businesses, with a people-first approach, and with a vision “to honor God by building the best holding company in the world where all workers can thrive”.

We have a simple strategy. We buy & hold companies for the long term, use little to no debt, keep the management team in place, close deals quickly in ~60 days, and preserve the founder’s culture and legacy.

We have strategic capital - no institutional investors. All of our capital comes from mission-aligned and value-added investors who are passionate about coming alongside us to help grow our businesses.

Garden City Equity has experienced significant growth since its launch in 2020; highlights include:

  • Capital raised & deployed: Initially raised $52M, which has been almost completely deployed. Raised another $250M in 2024.
  • Family of companies: Currently includes 8 businesses (control & non-control) that generate $100M+ revenue and employ 1,000+ people.
  • Growing team: The company will employ 13 professionals across the Investments and Operations teams.
  • Investment performance: The firm is currently generating annual cash returns in the high teens, while growing the underlying equity value of the portfolio. If the entire portfolio liquidated today, it would have generated a 60%+ cumulative return.

We offer:

  • Competitive compensation
  • Mission-aligned team
  • Flexible time off
  • Team offsites
  • Regular shareholder summits

Seniority level

  • Seniority level

    Executive

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance
  • Industries

    Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at Garden City Equity by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Get notified about new Chief Financial Officer jobs in Charlotte, NC .

Charlotte, NC $140,000.00-$160,000.00 2 days ago

Director, CFO Services (OPEN TO ALL US LOCATIONS)

Charlotte, NC $150,000.00-$225,000.00 2 weeks ago

PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS)

Charlotte, NC $175,000.00-$250,000.00 1 week ago

CFO - Transfer Pricing Center of Excellence Lead (Senior Product/ Specialty Controller)

PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS)

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Charlotte, NC $90,000.00-$130,000.00 3 weeks ago

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)

Charlotte, NC $100,000.00-$160,000.00 2 weeks ago

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Charlotte, NC $100,000.00-$160,000.00 1 week ago

Fort Mill, SC $59,288.00-$98,813.00 1 week ago

PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Senior Auditor – CFO Finance, Accounting

Charlotte, NC $85,040.00-$162,550.00 19 hours ago

CFO Regulatory Reporting Controller II (Global Financial Controls)

Director of Financial Planning & Analysis

Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Vice President - Credit Delivery - Commercial Corporate Finance

Director, Investment Banking - Financial Institutions Group (FIG)

Huntington Bank Capital Markets Managing Director - Financial Sponsor Group

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Full time, Flexible hours,

Similar Jobs

Baxter International Inc

Research Scientist I Job at Baxter International Inc

 ...in the home. For over 85 years, we have pioneered significant medical innovations that transform healthcare. Together, we create...  ...Role at Baxter This is where your work saves lives. The Research Scientist II designs and executes non-clinical safety, medical... 

Buffalo Rock

Warehouse Support Job at Buffalo Rock

 ...RegularFLSA Status: Non-ExemptAmount of Travel Required: N/AJob DescriptionSummary/objectiveBuffalo Rock is an award-winning Pepsi and Keurig Dr Pepper bottler founded in Birmingham, AL more than 123 years ago. Buffalo Rock manages the best beverage portfolio in... 

Campus Automotive

Wrecker Operator (Tow Truck Driver) Job at Campus Automotive

 ...Summary : Perform emergency road service, towing, accident recovery, and abandoned vehicle recovery using assigned truck and towing equipment correctly as trained....  ...storage on weekend and after hours; Attend driver and employee meetings as requested for job and... 

Los Angeles Legal Advocates

Civil Litigation Attorney Job at Los Angeles Legal Advocates

 ...Are you a passionate litigator with a commitment to immigrant rights and federal court advocacy? Our fast-paced, mission-driven law firm is seeking a Federal District Court Attorney to join our legal team. In this role, youll represent clients in U.S. District Court... 

Priority Dispatch, Inc.

Weekday Medication Delivery Driver Car Owner Operators Job at Priority Dispatch, Inc.

 ...Medication Delivery Driver Are you looking to work as a Medical Delivery Driver? Are you looking to start your own business? Priority Dispatch is looking for Medication Delivery...  ...coverage is available. ~1099. ~ Be your own boss. ~ Some courier experience is preferred...