CHIEF FINANCIAL OFFICER

Company Profile
Founded in 1995, our client is a niche private equity firm located in Greenwich, CT. The firm invests equity of $2-10MM in growing companies with revenue of $25-150MM. Supported by an advisory panel of entrepreneurs and executives, our client targets established companies with high-caliber and committed management teams. Management is currently investing from its most recent fund, which was raised from a number of high net worth individuals and several banks. They intend to raise a $100-150MM "plain vanilla" fund in 2006. Their current portfolio contains six companies with aggregate revenue of $830MM. The team is lean, comprising 4-5 professionals with one administrative assistant.

The Role:
Chief Financial Officer Reporting to the Managing Partner, the CFO will assume responsibility for fund accounting, investor relations, portfolio reporting, office management and the like - basically all functions not handled in the deal sourcing/execution process. The chosen candidate will be an integral member of senior management and will play a significant role in enhancing the existing portfolio company reporting metrics. Additionally, s/he will serve as the point of contact with investors, external auditors and the outside tax preparation firm. A detailed breakdown of responsibilities follows:

1. Fund Accounting
   • Quarterly financial statements, semi-annual portfolio valuation, Audits/K1s
   • Tax planning for fund and investments
   • Fund performance, projections, IRRs

   • Treasury function

2. Investor Relations
   • Quarterly and annual investor updates
   • Capital calls, distributions

   • Investor relations (tax, performance, calls, ad hoc/personal projects)

3. Portfolio Reporting
   • Track/review portfolio companies
   • Monthly financials and quarterly summaries

   • Value-add administration

4. Office Management
   • General office oversight and administration (payroll, insurance, HR, systems/technology, server, web site, telephone, database)

   • Treasury function

5. Other
   • Fundraising
   • Personal investment oversight for managing partner

Candidate Profile & Qualifications
The incoming CFO will be a CPA with a strong financial accounting foundation gained in a Big 4 public accounting firm. S/he will possess a strong intellectual curiosity and a high degree of sophistication and confidence. Private equity experience with exposure to partnership accounting/investment/tax accounting is preferred. Candidates with strong operating company experience will be given serious consideration as well.

Compensation
The chosen candidate will earn a very competitive base salary and be eligible for annual and deal-related bonuses.