Principal, Managed Services - Private Equity

Baker Tilly

12+ years fund accounting experience
10+ years leadership management experience
Deep knowledge of gaap for investment funds
This role combines strategic leadership, client advisory, and platform growth to redefine how asset managers run their back office

Job Summary

  • This role combines strategic leadership, client advisory, and platform growth to redefine how asset managers run their back office.
  • The successful candidate will oversee teams, develop client relationships, and expand the Fund Services platform capabilities nationally.
  • Candidates must deliver excellence in traditional fund administration outputs including NAV calculations, capital calls, and distributions.

Matching Summary

This role combines strategic leadership, client advisory, and platform growth to redefine how asset managers run their back office.

Skills & Requirements

Must-have

  • 12+ years fund accounting experience
  • 10+ years leadership management experience
  • Deep knowledge of GAAP for investment funds
  • Expertise in complex partnership accounting
  • Experience with Investran or eFront systems

Nice-to-have

  • Passion for building next-generation platforms
  • Strong commercial acumen in fast-growth environments
  • Mentoring high-performing teams culture
  • Thought leadership at investor events

Key Requirements

  • Bachelor's degree in Accounting, Finance, or Business required
  • CPA and/or MBA preferred
  • Proven success scaling fund administration practices
  • Willingness to travel occasionally

Work Rights

Not specified

Tailored Resume

Cover Letter