Treasurer, Private Equity (Profit Sharing, CFO Successor)

Treasurer, Private Equity (Profit Sharing, CFO Successor)

Opportunity Overview:

Ready to have fun and make big money? Join our clients team and be a part of a fun, fast-paced work environment that provides a generous growth-driven incentive plan with a 2-3 year time horizon. This is a strong financially backed company on the path of huge growth, seeking a Treasurer with the skills to manage corporate liquidity, cash flow, and financial risk for the firm and its portfolio of companies.

• • Industry: Private Equity, Transportation.
• • Report Location: This is an on premise position based at the company’s headquarters in Ohio.
• • Compensation: Very competitive compensation commensurate with experience and salary history.
• • Profit Sharing: Revenue based incentive plan for the successful candidate who helps grow the company.
• • Growth Opportunity: With a successful tenure as Treasurer, you will be considered the Successor to the CFO position.
• • Relocation: Relocation assistance will be provided to highly qualified candidates outside the local area.

CONFIDENTIAL EXECUTIVE SEARCH:

This is a confidential executive search for a well-established U.S. company. All interested candidates should convey their interest in this position by completing the application.

Treasurer, Private Equity Job Description

I. Company Overview:

Our client is a rapidly growing Private Equity company with a fun, fast-paced work environment with a generous growth-driven incentive plan with a 2-3 year time horizon. In addition to a competitive base salary, our client will be offering the new Treasurer, a profit-sharing incentive plan that rewards hard work with a big pay-out at the end of the growth timeline.

This is a great opportunity to join a strong financially backed company on the path of huge growth, and an amazing chance for real and substantive career growth, as the new Treasurer will be in the succession plan for the CFO.

Unique Culture:

Our client has a unique company culture that recognizes, encourages, and rewards excellent performance, and simultaneously maintains a fun and family-oriented atmosphere where people respect and support each other.

II. Position Responsibilities:

Our client is seeking a talented executive to assume the role of Treasurer at their Private Equity firm based in Ohio. Reporting to the CFO, the Treasurer’s primary responsibilities is to forecast cash needs, manage bank relationships, debt compliance, hedge financial risks (FX/interest rates), and execute on capital calls and distributions.

Core Responsibilities:

• • Cash and Liquidity Management: Monitoring daily cash positions, forecasting cash flow, and ensuring sufficient funds for operational needs and investment opportunities.
• • Fund Operations: Executing capital calls and distributions, managing investor cash flows, and ensuring compliance with all regulations.
• • Risk Management: Mitigating risks related to interest rates on borrowings, foreign exchange (FX) positions, and commodity prices.
• • Banking and Debt Relationships: Managing relationships with lenders, credit rating agencies, and financial institutions.
• • Portfolio Company Support: Assisting with debt compliance, covenant monitoring, and optimizing working capital within portfolio companies.
• • Strategic Planning: Advising leadership on liquidity aspects of long-range planning, including mergers, acquisitions, and exit strategies (e.g., IPO readiness).

III. Position Requirements:

The following are the qualifications, requirements, and experience necessary for the Treasurer position.

Key Qualifications \& Requirements:

1. • 7-10 years in finance or treasury roles is required, with experience in Private Equity backed environments highly valued.
2. • Strong financial modeling, proficiency in Treasury Management Systems (TMS), and deep knowledge of cash management best practices is required.
3. • Excellent knowledge of financial regulations, and investment management best practices is required.
4. • Must have a Bachelors in Finance Accounting, Business Administration, or related degree.
5. • Excellent leadership, negotiation, management, problem solving, and interpersonal skills is required.
6. • Ability to lead from a strategic and tactical perspective in all aspects of day to day financial management.
7. • Preference for candidates that have experience doing business in both the U.S. and Canada.

Certifications:

• • Certified Treasury Professional (CTP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) is preferred, but not required.

IV. Location \& Relocation:

Open to candidates outside the local area. Relocation assistance provided to the successful candidate.

• • If you join our client's team, they'll take care of all the relocation costs, so there is no out-of-pocket expense to you.
• • We are open to candidates currently located in cities such as Chicago, Indianapolis, Des Moines, Wichita, Detroit, Minneapolis, Kansas City, Omaha, Columbus, Milwaukee, Memphis, and more.

V. Compensation \& Benefits Package:

• • Compensation: Very competitive compensation commensurate with experience and salary history.
• • Profit Sharing: Revenue based incentive plan for the successful candidate who helps grow the company.
• • Growth Opportunity: With a successful tenure as Treasurer, you will be considered the Successor to the CFO position.
• • Relocation: Relocation assistance will be provided to highly qualified candidates outside the local area.
• • Comprehensive Health, Vision, and Dental insurance benefits.
• • Generous paid vacation \& holidays.
• • 401k with match.
• • Phenomenal company culture and great people!

Equal Employment Opportunity Policy:

Our client is committed to providing equal opportunity

employment for all employees and applicants and promoting diversity in the workplace.

Our client strives to build a team that reflects the diversity of the communities they work in. We welcome and encourage applications from traditionally underrepresented groups, including women, older people, people with disabilities and First Nations peoples.

RMA Executive Search™ provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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