Finance Associate

<div class="content-intro"><p>Being a good investor and being a good firm are two different things. We want to be both.</p> <p>We are an Atlanta-based private equity firm with $42 billion in assets under management specializing in franchise and franchise-like business models. Our portfolio companies span multiple sectors including restaurants, business and consumer services, health and wellness, and education and youth activities.</p> <p>Since our founding in 2001, we have been guided by the same core values – do what’s right and long-term smart, regardless of conventional wisdom…even when it’s hard, and even when no one’s looking.</p> <p>We view investing as a team sport. Our goal is shared success – for customers, employees, franchisees, strategic partners, service providers, management teams, and shareholders. We have a focused investment strategy that provides pattern recognition and a deep belief in win-win partnerships.</p> <p>We partner with market-leading companies and management teams and believe in value creation through operational excellence. Currently, they generate $100 billion in annual system sales from 117,000+ locations across the globe.</p></div><h1><span style="font-size: 12pt;">Job Description</span></h1> <p>Roark is adding to their finance team to support continued growth. We are seeking a Finance Associate that will report to the Finance Manager and Chief Financial Officer. The Finance Associate will be a member of the finance team, with responsibility for the reporting and maintenance of records of Roark’s employee investment vehicles, support of the firm’s employee compensation processes, and management company FP&amp;A. The Finance Associate will be expected to play an active role in day-to-day operations and projects, with direct exposure to senior leadership and a working understanding of how Roark's funds and employee vehicles are economically structured.</p> <p><strong><span style="font-size: 12pt;">Summary of Essential Job Functions</span></strong></p> <ul> <li>Responsible for the capital and carried interest reporting for all of Roark’s employee vehicles</li> <li>Prepare capital call and distribution calculations, allocations, and investor notices</li> <li>Assist with the preparation of investor capital account statements and various ad hoc reports</li> <li>Maintain and reconcile employee investor database</li> <li>Support and enhance employee compensation processes and initiatives</li> <li>Support management company FP&amp;A, including annual budget preparation, forecasting and variance analysis</li> <li>Be an integral part of Finance function by providing support to employee investors while ensuring investor queries are responded to on a timely basis</li> <li>Become a champion of core systems used in day-to-day tasks, including, but not limited to, Investran, DX and Kyriba</li> </ul> <h1><span style="font-size: 12pt;">Characteristics of an Outstanding Performer</span></h1> <ul> <li>Keen attention to detail with superior organization and time management</li> <li>Excellent verbal, written and interpersonal communications skills and ability to interact with senior leadership.</li> <li>Results-focused work ethic and a “roll up your sleeves”</li> <li>High sense of urgency and strong follow-</li> <li>Ability to work independently, with little supervision in a fast-paced, high performing environment</li> <li>Demonstrated ability to meet established deadlines along with the flexibility to accommodate changing priorities</li> <li>Comfort with working collaboratively in a small team in a fast-paced office environment</li> <li>Sound judgment and discretion in handling highly confidential compensation, carried interest and individual capital account information.</li> </ul> <h1><span style="font-size: 12pt;">Desired Education Credentials and Professional Experience</span></h1> <ul> <li>Bachelor’s degree in accounting/finance or relevant field</li> <li>1-3 years of prior accounting experience – Big 4 / Public Accounting preferred</li> <li>CPA or CPA candidate</li> <li>Experience with partnership accounting a plus</li> <li>Experience in Investran a plus</li> <li>Strong analytical, problem solving, critical thinking and decision-making skills, with the ability to multitask and deliver under tight deadlines; the candidate should be a self-starter that handles complexity well and identifies potential solutions.</li> <li>Excellent interpersonal and communication skills and a demonstrated ability to work collaboratively with cross-functional teams.</li> </ul> <h1><span style="font-size: 12pt;">Compensation and Benefits</span></h1> <p>Roark provides a highly competitive package that includes, but is not limited to:</p> <ul> <li>Base salary plus annual performance bonus</li> <li>Medical, dental, vision, life insurance and long-term disability insurance</li> <li>401k with employer match</li> <li>Paid time off and holidays</li> <li>Breakfast, lunch, snacks and drinks are provided daily in the office</li> </ul>