Vice President, Finance

Compensation: $190k-$215k, 20-25% targeted bonus range

Start Date: Immediate

Benefits: Comprehensive benefits package, including 100% employee-paid health coverage, day-one 401(k), PTO, and more.

Overlay Capital is a private fund manager investing in the enabling infrastructure of the future across energy, waste, and the built environment. We focus on essential systems where advances in technology are driving step improvements in cost, performance, and resilience. We operate with a commitment to excellence, transparency, and long-term impact.

We are seeking a highly capable, hands-on Vice President, Finance to lead the day-to-day financial operations, corporate finance infrastructure, treasury, reporting, and financial systems of the firm.

This is a high-ownership role for a finance leader who can operate across FP&A, accounting oversight, treasury, compensation, tax coordination, financial reporting, and technology-enabled finance operations. The VP, Finance will serve as the central owner of the firm’s corporate financial infrastructure and will work closely with the CEO and the Head of Fund Accounting & Operations, investment team, tax advisors, legal counsel, and external service providers.

This role is expected to bring increasing automation, discipline, transparency, and scalability to the firm’s finance function.

• Own the firm’s corporate financial planning, forecasting, budgeting, and cash-flow management.
• Maintain and continuously improve the firm’s three-year financial forecast and operating model.
• Develop financial models for new products, business lines, hires, compensation structures, and other strategic initiatives.
• Maintain weekly budget and forecast updates and provide management with timely visibility into financial performance.
• Manage daily corporate cash flow, liquidity, and funding requirements.
• Develop and maintain financial reporting across management company and GP entities.
• Support management in evaluating financial implications of strategic and operating decisions.
• Identify opportunities to improve profitability, cash generation, and corporate financial efficiency.
• Own the firm’s corporate bookkeeping and financial reporting infrastructure.
• Lead administration and ongoing optimization of Sage Intacct and related financial systems.
• Oversee transaction classification, reconciliations, bookkeeping entries, and accounting processes.
• Build, maintain, and distribute recurring and ad hoc financial reports.
• Produce consolidated reporting across management company and GP entities.
• Coordinate with fund administrators and external accounting providers to resolve unreconciled transactions and other accounting issues.
• Oversee preparation of corporate financial statements and divisional reporting.
• Establish appropriate accounting processes, controls, and documentation as the organization scales.

• Own the firm’s banking relationships, accounts, access controls, and corporate liquidity infrastructure.
• Manage corporate bank accounts
• Manage daily cash movements, transfers, wires, ACH transactions, investment funding, invoice payments, and money-market sweeps.
• Maintain appropriate dual-control procedures for cash movements. Ensuring appropriate segregation of duties, approvals, and controls around company cash.
  
  Ensure appropriate segregation of duties, approvals, and controls around company cash.

• Oversee financial and administrative management of corporate entities, including U.S., Cayman, and Canadian entities.
• Manage entity registrations, regulatory filings, and ongoing entity maintenance.
• Coordinate new entity formation with legal and…