Credit Finance - Office of CAO, Senior Associate

Betty Job Board

$120K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of relevant professional experience in public accounting or financial services with SEC reporting exposure.
  • Bachelor's or Master's degree in Accounting, Finance, or related field; CPA designation required (completed or in progress).
  • Advanced Excel skills, including complex formulas and data presentation; experience with Alteryx or Power BI is a plus.
  • Excellent verbal and written communication skills; demonstrated ability to build relationships across teams.
  • Proactive mindset with a strong interest in leveraging technology and automation.

Responsibilities

  • Support data aggregation for financial reporting across Credit and Real Estate platforms.
  • Execute reporting tasks and maintain detailed workbooks for consistency in data.
  • Prepare variance analysis and trend reports, identifying anomalies for review.
  • Assist in drafting fund-specific communications for public company filings.
  • Develop foundational understanding of complex fund operating metrics.
  • Support accounting research efforts and liaise with Third-Party Administrators for project enhancement.
  • Identify tasks for automation and assist in implementing solutions using Alteryx or Power BI.

Benefits

  • Comprehensive health benefits package.
  • Paid time off and discretionary compensation.
  • Potential for additional incentives for eligible employees.
Full Job Description
Description of Position

TPG is seeking a detail-oriented and proactive Senior Associate to join the office of the Chief Accounting Officer - Credit. This role is designed for an early-career professional who thrives in a fast-paced environment and seeks a high-level, cross-platform vantage point rather than a traditional single-fund accounting path. Reporting to a Vice President, the Associate will handle the essential heavy lifting of data collection, reporting tasks, and file ownership. This position provides an opportunity to learn complex fund concepts while supporting the firm's overarching financial operations, and without being dedicated to one specific vehicle. This position requires collaboration with high-caliber Credit and Real Estate teams-composed largely of former Big 4 CPAs-to organize and report data and ensure platform-wide alignment.

Principal Responsibilities

Centralized Financial Reporting & Analysis
  • Serve as the primary support for data aggregation, coordinating the collection of financial reporting deliverables across the Credit and Real Estate platforms.
  • Execute reporting tasks and maintain detailed workbooks to ensure consistency in data reported to the public company.
  • Prepare initial variance analysis and trend reports, identifying data anomalies for review by the Vice President and CAO- Credit.
  • Assist in drafting communications regarding fund-specific nuances and reporting treatments for inclusion in public company filings.
  • Develop a foundational understanding of complex fund concepts, through fund operating metrics.
  • Execute recurring centralization initiatives, such as system access reviews and the collection of critical compliance documentation.

Accounting Oversight & Administrator Coordination
  • Support accounting research efforts by gathering data and documentation related to non-routine transactions and new accounting applications.
  • Liaise with Third-Party Administrators (TPA) to monitor performance and assist with projects aimed at enhancing data integration.

Process Improvement & Scalability

  • Identify routine, manual reporting tasks that are candidates for automation and assist in building solutions using Alteryx or Power BI.
  • Maintain and update automation workflows as reporting requirements evolve, ensuring tools remains functional and accurate.
  • Utilize AI-assisted tools to improve the speed and accuracy of routine data collection and Excel-based modeling.


Requirements
  • Minimum of 3 years of relevant professional experience in public accounting and/or the financial services industry, with exposure to investment management and SEC reporting.
  • Bachelor's or Master's degree in Accounting, Finance, or a related field; CPA designation (completed or in process) is required.
  • Advanced Excel skills (complex formulas and data presentation) are essential; experience with Alteryx, Power BI, or Advent Geneva is a significant plus.
  • Excellent verbal and written communication skills, with a proven track record of building relationships across different functional groups.
  • A proactive owner mindset with a strong interest in leveraging technology, automation, and AI to improve traditional accounting workflows.

It is expected that the annual base salary for this role will range from $120,000 - $135,000. Base salary is one component of TPG's competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.

Similar Jobs

More Jobs at Betty Job Board

More Finance & Insurance Jobs

Find similar Credit Finance - Office of CAO, Senior Associate jobs: