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Vice President – Portfolio Finance & Accounting Apply locations New York time type Full time posted on Posted 6 Days Ago job requisition id 57918At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
BBH Capital Partners (BBH CP) is seeking an experienced professional to fill a full-time role as Vice President Portfolio Management. This individual will work with the BBH CP investment teams and portfolio company CFOs and finance teams to coordinate and monitor company-level financial and operating performance across the CP funds.
BBH Capital Partners is the private equity business within Brown Brothers Harriman & Co., the oldest private bank in the United States. Based in New York, BBH CP is a successful and growing private equity franchise with over 30 years of experience investing in lower-middle market businesses based in North America. BBH Capital Partners makes both control and non-control investments in growing lower-middle market companies, and most often invests in owner-operated businesses that have not previously taken institutional capital.
Because BBH Capital Partners frequently works with lower-middle market companies that have not taken institutional capital before, portfolio companies can often benefit from working with outside experts to help improve their financial governance, reporting and processes. The BBH CP VP Portfolio Management will work with BBH CP deal teams and portfolio company CFOs to oversee the timely creation, delivery, and aggregation and analysis of accurate monthly financial reporting across BBH CP portfolio companies. This individual will also work closely with the BBHCP Principals and Co-Managers to identify opportunities to improve processes and use of systems to create timely, high-quality reporting and insights, as well as supporting other strategic efforts, including fundraising, strategic and operational initiatives with portfolio companies, etc.
BBH Capital Partners is currently investing two investment funds, CPVI ($1.2B) and CP Opportunities Fund ($250M) and over-sees investments in 21 portfolio companies. This individual will be a member of the Operational Resources Group (“ORG”) team, and report to the Head of the group, a Managing Director and one of the Co-Managers of the Capital Partners business.
Responsibilities
- Utilize accounting, tax, and systems expertise to work with portfolio company CFOs and Finance departments to utilize and/or establish standardized monthly financial reporting and operating KPIs to be used by portfolio company C suites, Boards and Capital Partners teams
- Serve as primary interface with portfolio company CFOs and Finance teams for monthly financial reporting
- Assist portfolio companies with organizing and presenting information required for the Board, Lenders, Consultants, Accountants, and other constituencies
- Assist portfolio companies with year-end Budget and financial forecasting, as needed
- Assist portfolio companies and BBH CP deal teams with M&A financial due diligence, as appropriate
- Assist portfolio companies with maximizing use of existing financial systems, with specific focus on extracting and organizing data to improve financial reporting, KPIs and business intelligence
- Assist deal teams with assessments of portfolio company Finance teams and Internal responsibilities
- Work with deal teams on tax planning/considerations for new potential investments, as appropriate
- Work with BBH Internal Accounting team on portfolio scenario planning
Experience and Qualifications
- CPA and outstanding academic credentials
- 4-7 years of strong performance working for a Big 4 or Regional Accounting Firm in Audit or Transaction Advisory Services groups, with experience performing Quality of Earnings assignments for middle market private equity investments
- Demonstrated track record of meaningful and successful client interfacing and communication duties in current or prior professional experience
- Experience and knowledge of a range of Financial IT systems commonly used by mid-sized companies – i.e., Sage, NetSuite, Quick Books, etc.
- Track record of having organized financial driven presentations for internal and external constituents
- Strong organizational skills, allowing individual to coordinate multiple simultaneous projects
Salary Range
$150,000 to $200,000
BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.
BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.
This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.
As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.
