Finance Associate
Roark Capital
Salary undisclosed
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
Description
Being a good investor and being a good firm are two different things. We want to be both.
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.
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.
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.
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.
Job Description
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&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.
Summary of Essential Job Functions
- Responsible for the capital and carried interest reporting for all of Roark’s employee vehicles
- Prepare capital call and distribution calculations, allocations, and investor notices
- Assist with the preparation of investor capital account statements and various ad hoc reports
- Maintain and reconcile employee investor database
- Support and enhance employee compensation processes and initiatives
- Support management company FP&A, including annual budget preparation, forecasting and variance analysis
- Be an integral part of Finance function by providing support to employee investors while ensuring investor queries are responded to on a timely basis
- Become a champion of core systems used in day-to-day tasks, including, but not limited to, Investran, DX and Kyriba
Characteristics of an Outstanding Performer
- Keen attention to detail with superior organization and time management
- Excellent verbal, written and interpersonal communications skills and ability to interact with senior leadership.
- Results-focused work ethic and a “roll up your sleeves”
- High sense of urgency and strong follow-
- Ability to work independently, with little supervision in a fast-paced, high performing environment
- Demonstrated ability to meet established deadlines along with the flexibility to accommodate changing priorities
- Comfort with working collaboratively in a small team in a fast-paced office environment
- Sound judgment and discretion in handling highly confidential compensation, carried interest and individual capital account information.
Desired Education Credentials and Professional Experience
- Bachelor’s degree in accounting/finance or relevant field
- 1-3 years of prior accounting experience – Big 4 / Public Accounting preferred
- CPA or CPA candidate
- Experience with partnership accounting a plus
- Experience in Investran a plus
- 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.
- Excellent interpersonal and communication skills and a demonstrated ability to work collaboratively with cross-functional teams.
Compensation and Benefits
Roark provides a highly competitive package that includes, but is not limited to:
- Base salary plus annual performance bonus
- Medical, dental, vision, life insurance and long-term disability insurance
- 401k with employer match
- Paid time off and holidays
- Breakfast, lunch, snacks and drinks are provided daily in the office
Benefits
- Base salary plus annual performance bonus
- Medical, dental, vision, life insurance and long-term disability insurance
- 401k with employer match
- Paid time off and holidays
- Breakfast, lunch, snacks and drinks are provided daily in the office
About this role
Roark Capital's finance team is expanding, and this role offers direct exposure to how a $42 billion private equity firm operates across its portfolio of franchise and franchise-like businesses. As a Finance Associate reporting to the Finance Manager and CFO, you would manage capital and carried interest reporting for employee investment vehicles, prepare capital calls and distributions, maintain investor databases, and support the firm's financial planning and analysis. The work spans both investor-facing deliverables—like capital account statements and timely responses to investor queries—and internal operations, including compensation processes and management company budgeting and forecasting.
This is a position for someone with accounting fundamentals and ideally some exposure to public accounting or partnership structures. You'll need strong attention to detail, the ability to handle confidential information with discretion, and comfort working independently within a small, collaborative team. The role demands someone who can juggle competing priorities in a fast-paced environment while maintaining accuracy on complex financial records and calculations. Experience with systems like Investran, DX, or Kyriba is a plus but not required.
The position is based in Atlanta and requires in-office work. Roark offers competitive base salary plus performance bonus, standard benefits including health insurance and 401k matching, paid time off, and daily meals and snacks in the office.
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Finance Associate postings in Atlanta, and analyze any offer before you accept it.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.