Lateral HR Consulting

Lateral HR Consulting A privately held firm delivering the Right people, Right now

Lateral HR Consulting is a consulting firm that caters primarily to SMEs / MSMEs/ Early Stage Startups on Customized solutions in Human Resources and Talent Acquisition. Our services comprise of tailored solutions to help organizations in end-to-end Talent Acquisition, Setting up HR as a Function, and, supporting clients to Hire the best of the best. We also offer other HR services that cater to e

very organization’s HR needs, including – End to End Payroll & Compliance services as well as Learning & Development Interventions

Job opportunity (Posting on behalf of a client) If interested, please email your resumes to talent@lateralhr.inJob Title...
17/03/2022

Job opportunity (Posting on behalf of a client)

If interested, please email your resumes to [email protected]

Job Title: Director of Private Equity Administration
Location: Dallas, Texas
Company background: A Financial Services organization based in USA that provides tailored fund solutions for private equity, hedge funds, family offices, and alternative asset management firms across the globe.

KEY RESPONSIBILITIES

 Manage and continuously improve the fund administration infrastructure
 Maintain and manage multiple client relationships
 Manage and monitor the timing and quality of client deliverables
 Serve as mentor to their team through training, development and oversight of daily activities
 Manage relationships with third-party service providers and vendors to ensure ex*****on of duties to the highest standard.
 Design and implement workflow and controls to improve efficiency and mitigate risk
 Participate in developing policy and procedure framework for managing a growing business
 Assess and effectively manage all the risks associated with the team’s and firm’s business objectives
 Implement process for tracking metrics and key performance indicators
 Up to 10% travel may be required

EDUCATION/ACCREDITATION

 Bachelor’s degree in business administration, accounting, finance or other related field
 CPA license is strongly preferred

SPECIALIZED SKILLS AND EXPERIENCE

 Eight years of experience in fund operations and/or fund accounting
 Experience managing a team of accountants
 FIS Investran experience is a plus
 Advanced knowledge of US GAAP required, IFRS experience is a plus
 Strong analytical skills and experience with calculating performance analytics, producing / facilitating client reporting
 Demonstrated ability to identify risks and control gaps in processes and successfully delivering process improvement
 Understanding of private fund offering docs and the intricacies of private equity funds
 Ability to drive the implementation of new technology
 Strong relationship building skills; ability to partner across the organization to execute strategic goals
 Strong organizational skills with attention to deadlines
 Passion for delivering an exceptional client experience
 Advanced proficiency in MS Excel

PERKS & BENEFITS

 Annual tuition reimbursement
 Bonus upon passing the CPA
 401(k) Plan with matching
 Full health benefits
 Complimentary on-site gym access with showers and full amenities
 Remote working arrangements
 New Hire Buddy Program
 Team trips and outings
 New hire PTO – 20 + 1 “You” Day
 12 hours PTO for community service
 10.5 paid holidays per year
 Paid parental leave
 Adoption Assistance Program
 Employee-led committees
 Commuter cost benefits
 Ongoing training – cross departmental, leadership, soft sills, etc.
 24/7 Employee Assistance Program to assist with wellness, stress management, emotional distress, etc.
 Walkability to Whole Foods, restaurants, shopping, NorthPark Mall and DART
 Ongoing learning opportunities
 Paid Life, Personal Accident, Short-Term and Long-Term Disability Insurance
 Discounts on stores, services, products and tickets
 Complimentary parking
 Professional development
 Quarterly Book Club (features leadership topics designed to expedite and support professional growth and development)
 Available curriculum for external leadership programs
 Technical training (i.e. FIS Expert Led Training)
 Industry training and speakers
 Continued education support
 Meetings with Managing Partner to discuss individual career advancement plans
 Quarterly executive breakfasts and Q&A sessions
 Professional Development Roadmap detailing expectations at every level of the career path

In case of queries you can also message us here or email us at [email protected]

Job opportunity (Posting on behalf of a client) If interested, please email your resumes to talent@lateralhr.inJob Title...
17/03/2022

Job opportunity (Posting on behalf of a client)

If interested, please email your resumes to [email protected]

Job Title: Office Head - Dallas
Location: Dallas, Texas
Company background: A Financial Services organization based in USA that provides tailored fund solutions for private equity, hedge funds, family offices, and alternative asset management firms across the globe

Role Description

Lead the local Dallas office, ensuring collaboration with wider
stakeholders from the group, such as Regional Heads and Business and Product Development teams, to capitalize on commercial growth opportunities for the location.

Responsibilities:

1) Financial Performance

■ Take accountability and responsibility for the top line growth and
margin improvement of the Dallas office by achieving the financial
■ targets set by the group for the location. Ensure all operational activity associated with the working capital cycle is pro-actively managed.
■ Own quarterly evaluation of client engagements - pricing, scope of services in comparison to the SOW and margins. Collaborate with Directors to achieve desired staffing and profitability.

2) Operational

■ Enhance client experience through operational excellence, data and technology, ensuring that efficiencies are achieved and maintained by adopting, implementing and embedding the operational frameworks set by the group.
■ Actively evaluate business development pipeline and compare to
staffing capacity across pods and divisions. Drive alignment among the sales team, the recruiting team and Directors to ensure proper staffing levels and engagement support.
■ Actively participate in succession planning, talent and performance management for local management.
■ Deliver a zero-tolerance approach to non-adherence and completion of tasks and regulatory commitments, such as Console actions, KYC, periodic reviews, investor remediation, timesheets, billing and so on.
■ Work closely with the relevant stakeholders to ensure the entity
operates in line with local regulations. This includes a fit for purpose compliance function, corporate governance requirements, AML policies and procedures and outsourcing.
■ Encourage the team to make “everyday count” and take pride in their work, always acting with professionalism and integrity, whilst having excellent client service at the forefront of their mind.

In case of queries you can also message us here or email us at [email protected]

Job opportunity (Posting on behalf of a client) If interested, please email your resumes to talent@lateralhr.inJob Title...
17/03/2022

Job opportunity (Posting on behalf of a client)

If interested, please email your resumes to [email protected]

Job Title: Manager - Fund Controller
Location: New York
Company background: A Financial Services organization based in USA that provides tailored fund solutions for private equity, hedge funds, family offices, and alternative asset management firms across the globe

Role & Key responsibilities:

• Fund and Investor Accounting:
- Prepare work paper files including investment activity, management fee calculations, IRR calculation, unrealized/realized waterfall calculations, etc.
- Review fund reimbursable expenses
- Prepare capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
- Prepare fund financial statements with footnotes and supporting schedules
- Prepare partner allocations and capital account statements
- Understand/review of LPAs, purchase/sales agreement, side letters, etc.
- Coordinate and support the audit for both SSAE 16 audit and fund audit
- Support the tax team with information to prepare tax compliance/reports
- Assist with other regulatory reporting
- Responsible for investor and partner queries (i.e. audit confirmation, investor cash flow, IRR analysis, etc.)

• Cash Management and Operations:
- Facilitate and monitor cash movements
- Prepare funding memos for investment purchase, fund expense payment, etc.
- Conduct cash forecasting and budgeting
- Responsible for bank and brokerage reconciliations
- Assist with Ad hoc financial analysis for client
- Assist with credit facility drawdowns for the fund
- Coordinate with investor services team

• Portfolio Accounting:
- Track portfolio company transactions (purchases, income, liquidity)
- Understand complex investment structures (hold co's blockers, tax withholding, etc.)
- Calculate investment IRR
- Accounting for holding companies and blocker entities

Requirements:

• 6-10 years of professional experience (A mix of private and audit preferred)
• Minimum 3-6 years of direct Private Equity experience (Hedge Funds do not count as relevant experience)
• CPA Preferred
• Strong Fund and Partner accounting knowledge
• Credit funds exposure
• Portfolio accounting, complex investment structures preferred
• Supervisory experience
• Strong written and verbal communication skills
• Highly motivated with ability to multitask

Special Skills:

• Experience in fund accounting with a focus on private equity experience
• Knowledge with LPA or other governing documents
• Experience with waterfall calculations
• Basic knowledge of Level 3 valuation methodologies
• Experience with audit process, including internal control and test of details
• Knowledge of US GAAP with an emphasis on investment partnerships

In case of queries you can also message us here or email us at [email protected]

Job opportunity! (Posting on behalf of a client) If interested, please email your resumes to talent@lateralhr.inJob Titl...
17/03/2022

Job opportunity! (Posting on behalf of a client)

If interested, please email your resumes to [email protected]

Job Title: Senior Associate - Fund Controller
Location: New York
Company background: A Financial Services organization based in USA that provides tailored fund solutions for private equity, hedge funds, family offices, and alternative asset management firms across the globe

Role & Key responsibilities:

▪ Start-up and Pre-launch
- Assist clients and counsel on OM and LPA
- Fund structuring

▪ Fund and Partner Accounting
- Preparation of Fund Financial Statements, including footnotes and supporting schedules
- Prepare partner capital account statements
- Fund and partner cash flows and IRR’s
- Waterfall calculations
- Coordinate and support the financial statement audit

▪ Cash Management and Operations
- Allocate capital calls and distributions
- Facilitate and monitor cash movements
- Cash forecasting and budgeting
- Bank and brokerage reconciliations

▪ Portfolio Accounting
- Track portfolio company transactions (purchases, income, liquidity)
- Portfolio valuation support
- Investment Structures (hold Co’s, blockers, tax withholding, etc)
- Investment IRR calculations
- Work with internal/external Investor Services teams, assisting with Investor contact maintenance and Investor wire information

Skills / experience required:

• 3-6 years of financial accounting and reporting experience
• Industry and/or partnership accounting experience 3+ years
• Strong Excel and data analytical skills
• CPA
• Big 4 Experience strongly preferred
• Good written and verbal communications skills
• Highly motivated with ability to multitask

In case of queries you can also message us here or email us at [email protected]

Job opportunity! (Posting on behalf of a client) If interested, please email your resumes to talent@lateralhr.inTitle: A...
17/03/2022

Job opportunity! (Posting on behalf of a client)

If interested, please email your resumes to [email protected]

Title: Associate - Fund Controller
Location: New York
Company background: A Financial Services organization based in USA that provides tailored fund solutions for private equity, hedge funds, family offices, and alternative asset management firms across the globe

Role & Key responsibilities:

▪ Start-up and Pre-launch
- Assist clients and counsel on OM and LPA
- Fund structuring

▪ Fund and Partner Accounting
- Preparation of Fund Financial Statements, including footnotes and supporting schedules
- Prepare partner capital account statements
- Fund and partner cash flows and IRR’s
- Waterfall calculations
- Coordinate and support the financial statement audit

▪ Cash Management and Operations
- Allocate capital calls and distributions
- Facilitate and monitor cash movements
- Cash forecasting and budgeting
- Bank and brokerage reconciliations

▪ Portfolio Accounting
- Track portfolio company transactions (purchases, income, liquidity)
- Portfolio valuation support
- Investment Structures (hold Co’s, blockers, tax withholding, etc)
- Investment IRR calculations
- Work with internal/external Investor Services teams, assisting with Investor contact maintenance and Investor wire information

Skills / experience required:

• 2-4 years of financial accounting and reporting experience
• Industry and/or partnership accounting experience 2 + years
• Strong Excel and data analytical skills
• CPA
• Big 4 Experience strongly preferred
• Good written and verbal communications skills
• Highly motivated with ability to multitask

In case of queries you can also message us here or email us at [email protected]

Address

A/604, Archana Society
Navi Mumbai
400703

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