Chief Financial Officer / Chief Operating Officer

CFO Responsibilities

• Lead all financial planning, budgeting, forecasting, and reporting for the firm and its fund vehicles.
• Oversee fund accounting, investor reporting, capital calls, distributions, and NAV calculations.
• Manage relationships with auditors, tax advisors, prime brokers, fund administrators, and banking partners.
• Design and maintain the firm's capital structure and liquidity management framework, ensuring efficient deployment of investment capital.
• Develop and maintain financial models, scorecards, and dashboards that give leadership clear visibility into performance.
• Ensure compliance with all financial regulations, fund covenants, and reporting obligations.
• Support capital-raising efforts through investor-ready financial materials, due diligence packages, and direct engagement with prospective investors and lenders.

COO / Operational Leadership Responsibilities

• Drive day-to-day operational execution across underwriting, portfolio management, legal operations, HR, IT, and administration.
• Maintain and optimize the firm's existing operating system (EOS-based), including facilitating quarterly and annual planning sessions, maintaining the scorecard, and ensuring accountability across departments.
• Own operational KPIs, identify bottlenecks, and lead process improvement initiatives.
• Ensure the right people are in the right seats, remove obstacles, and promote open, honest communication across departments.
• Oversee vendor relationships, technology systems, and office operations.
• Partner with department heads to align priorities, resolve cross-functional issues, and maintain execution cadence.

Mergers & Acquisitions

• Lead or co-lead all merger, acquisition, and strategic transaction activity on behalf of the firm.
• Manage financial due diligence, deal structuring, valuation analysis, and integration planning for potential acquisitions or partnerships.
• Evaluate inorganic growth opportunities and present actionable recommendations to the CEO.
• Coordinate with external counsel, investment bankers, and advisors through deal execution and post-close integration.

• Progressive experience in finance and/or operations leadership, with at least 5 years in a CFO, COO, or equivalent C-suite role.
• Demonstrated M&A experience is required — must have led or materially contributed to at least two completed transactions (buy-side or sell-side).
• Background in private credit, litigation finance, alternative investments, or fund management is strongly preferred.
• CPA, CFA, or MBA (or equivalent advanced degree/credential) is highly preferred.
• Deep understanding of corporate and fund finance, including forecasting, capital planning, and performance measurement.
• Strong operational acumen with proven ability to drive execution through structured operating systems, using data, scorecards, and clear accountability.
• Exceptional analytical, problem-solving, and decision-making skills with a disciplined, data-driven mindset.
• Excellent communication and presentation abilities; comfortable leading established teams and engaging directly with investors, lenders, auditors, and other stakeholders.
• Collaborative leadership style with the confidence to hold teams accountable and drive results.
• High level of integrity, judgment, and discretion in handling confidential and sensitive information.
• Must be based in Arizona or willing to relocate to Arizona prior to start date. This is a firm requirement.