Corporate Accountant – Private Equity | Fund & Portfolio Accounting | Charlotte, NC (On-Site)
Job Description
Position Overview
Willow Oak Partners is a boutique private equity firm based in Charlotte, NC, specializing in operationally-intensive real estate investments and investing through two funds focused on car wash opportunities. Willow Oak Partners is seeking a Corporate Accountant to join its growing finance team. This full-time, in-person position works directly with the Corporate Controller and VP of Accounting & Finance to support both fund-level and portfolio-level accounting and finance activities for all operating businesses. The ideal candidate is detail-oriented, proactive, and eager to grow within a collaborative, hands-on finance team. This role offers broad exposure to corporate accounting, fund operations, car wash operations, and real estate investment activity, making it an excellent opportunity for career growth in private equity and beyond.
Key Responsibilities
- Prepare and post journal entries in compliance with GAAP.
- Reconcile bank accounts, credit cards, and balance sheet accounts monthly.
- Process accounts payable and receivable; ensure timely payments and collections.
- Assist with weekly and monthly revenue reporting and POS reconciliations.
- Support month-end and year-end close activities, including accruals and adjustments.
- Maintain fixed asset schedules and record depreciation.
- Assist with preparation of monthly, quarterly, and annual financial statements.
- Collaborate with internal teams and external resources to ensure accurate reporting.
- Support budgeting, forecasting, and variance analysis.
- Prepare documentation for audits and tax filings.
- Leverage systems and technology to improve accuracy and efficiency.
- Provide ad hoc analyses and project support as needed.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- 1–5 years of accounting experience (corporate or public accounting preferred).
- Working knowledge of GAAP and general ledger accounting principles.
- Proficiency in Microsoft Excel and comfort with learning new systems and tools.
- Experience with ERP/accounting software (NetSuite a plus).
- Strong organizational, analytical, and communication skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Team-oriented and eager to learn and grow in a private equity organization.
Benefits & Perks
- Compensation: Salary commensurate with experience
- Benefits: comprehensive health benefits, 401(k), paid time off, and other company-sponsored benefits
- Location: Charlotte, NC (On-Site)
- Employment Type: Full-Time