arootah - Fractional Chief Financial Officer — Credit Funds
Requirements
• Arootah is seeking experienced Chief Financial Officers with a deep credit background to join our advisor network and support clients across the alternative investment landscape. • As part of the network, you may be engaged with credit-focused hedge funds and alternative managers to provide strategic, project-based leadership across financial operations, reporting, controls, and business planning—often coming in to audit the finance and operations function, improve and scale its processes, reduce manual effort and key-person risk, leverage the existing team, and advise on the tools and talent needed to grow. • ## Core Areas of Expertise • Building and optimizing finance infrastructure across alternative investment firms, with the ability to scale a credit manager through a growth phase (e.g., from $1B toward $5B in AUM) • Overseeing fund accounting, management company accounting, budgeting, forecasting, and cash management • Auditing the finance and operations function and improving processes using reasonable tech tools and automation • Reducing manual, spreadsheet-driven work and the associated key-person risk, while preserving the documentation and auditability required for investors and for the SEC • Supporting accelerated and more frequent reporting cycles—for example, a seven-business-day close and weekly investor reporting driven by large institutional allocations • Improving data integrity from the order management system into the fund administrator • Enhancing financial reporting, internal controls, and operational transparency • Managing audits, tax coordination, and external service provider relationships, including fund administrators • Supporting institutional readiness, investor reporting, and financial governance initiatives • Advising on systems, automation, and vendor selection with a pragmatic, appropriately skeptical view of AI—where it genuinely helps versus where it introduces risk, with governance, guardrails, and data security front of mind • Partnering with founders, COOs, CIOs, and senior leadership on strategic planning and growth initiatives • Deep credit background—a must-have—including restructurings, corporate actions, and special situations / distressed • Intimate, hands-on knowledge of Bloomberg AIM as the order management system and book of record—often the single most critical technical requirement • Understanding of the operational complexity when a security ticker or CUSIP attached to a bond goes into restructuring and turns into something else through a corporate action • Very hands-on knowledge of derivative instruments, including swaps, forwards, cleared products, and credit derivatives (e.g., credit default swaps / CDX); derivatives are a primary source of operational pain • Experience building and scaling finance and operations platforms through the kind of growth these firms are targeting • Experience working with fund administrators on a complex, multi-asset credit strategy, and improving the firm-to-administrator data pipeline and reconciliation process • Strongly Preferred • Emerging markets experience (e.g., hard-currency EM debt) and comfort with a multi-asset, multi-strategy book • Familiarity with bank loans within a credit portfolio • Familiarity with portfolio reporting / reconciliation automation tools (e.g., Lightkeeper) and realistic expectations for implementation effort and benefit • Practical experience using AI tools with appropriate caution • Prior experience as a Chief Financial Officer, Head of Finance, Controller, or equivalent senior finance leadership role within a credit-focused hedge fund, private equity firm, or family office • Deep understanding of fund structures, investment operations, and financial infrastructure • Proven track record of building scalable finance functions and improving operational processes • A senior, hands-on operator able to roll up sleeves at the spreadsheet and data level as well as advise on structure and strategy, and to have an intelligent, practical conversation about a firm’s specific situation from day one • Strong leadership, communication, and stakeholder management skills, with the judgment and humility not to oversell AI or any single tool as a magic fix • Ability to operate both strategically and hands-on in dynamic environments
Apply in one click
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT