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    Chief Financial Officer - Charlotte, United States - Garden City Equity

    Garden City Equity
    Garden City Equity Charlotte, United States

    3 weeks ago

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    Description

    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 firms finance, accounting, tax, compliance, and related functions. The CFO will be a core member of the firms management team and will report to the firms Chief Investment Officer.

    Responsibilities:

    Fund

    • Review journal entries
    • 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 legal matters (including various LLC agreements, side letters, etc.)
    • Manage service provider relationships (fund admin, accountants, bankers, lawyers, software providers)
    • Manage 401(k) plan
    • Support fundraising efforts (marketing materials, diligence requests, legal documents)

    SEC compliance

    • Create and manage compliance program (policies & procedures, trainings)
    • Serve as chief compliance officer for the firm
    • Lead and submit key regulatory filings
    • Lead SEC audits
    • 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 (workers 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.)

    Portfolio company

    • Oversight of financial statement closings
    • Oversight of tax returns
    • Oversight of annual valuations

    Garden City Impact Fund

    • Track donations
    • Administer grants
    • 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
    • Bachelors degree in accounting/finance; Masters degree preferred
    • CPA
    • Previous CFO and chief compliance officer experience with a SEC-registered investment fund
    • Strong analytical, communication, leadership and organizational skills
    • Entrepreneurial style mindset
    • 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 founders 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. Raising another $150M in 2024 (first closing in April, final closing later in
    • 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
    • Generous health benefits
    • Mission-aligned team
    • Flexible time off
    • Team offsites
    • Regular shareholder summits
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