Finance Manager

We need to output HTML fragment with sections: headings using

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content. The posting includes: Position summary (maybe About the role). Responsibilities. Competencies (maybe Skills). Requirements/Qualifications. Location (maybe Schedule? Actually location and schedule: "Boston, MA. 3 days/week in office." That's schedule info. Also Pay: "For Massachusetts: The base salary range for this position is $125,000- $150,000." Also benefits: description of benefits. Also maybe "Other duties" but we can ignore boilerplate. Also "POSITION SUMMARY:" is like About the role. We'll produce sections: About the role (position summary). Responsibilities. Skills (competencies). Requirements/Qualifications. Pay. Benefits. Schedule (location and in-office days). Possibly also Location as separate? But schedule covers location and in-office days. We'll include schedule heading with that info. We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, etc. Also remove navigation, cookie, legal, duplicated lines. Also remove "For Massachusetts: The base salary range..." we keep as Pay. Benefits: keep description. Also "OTHER DUTIES:" is boilerplate; we can drop. We need to preserve all substantive information. Ensure we don't invent or summarize away detail. Use

• for any list of duties/requirements/benefits. For prose use

  . For responsibilities list we have many bullet-like sentences separated by line breaks. We'll convert each to

• . Similarly for competencies list. For requirements/qualifications list. For benefits list. Let's extract content. Position summary (About the role): "Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website www.audaxgroup.com. or follow us on LinkedIn. Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, the firm has invested more than $42 billion in support of over 290 private equity sponsors. Audax Private Debt works collaboratively to build tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. Audax Private Debt is an experienced and trusted partner with senior leadership averaging more than 26 years in private credit and 15 years working together at the firm through multiple economic cycles. For more information, please visit audaxprivatedebt.com or follow us on LinkedIn. POSITION SUMMARY:The position is responsible for the financial reporting and accounting for Audax Private Debt based in Boston. The Finance Manager, Private Debt is also a key contributor to the Private Debt valuation process and is responsible for the compliance and control processes related to several Private Debt Funds. Private Debt invests in debt securities of middle market companies backed by private equity sponsors via a variety of different investment vehicles. The candidate will work closely with the Valuation, Investor Relations, CLO, FP&A, Tax and Senior Debt Deal teams. The ideal candidate is a self-motivated and detail-oriented team player who will thrive in a fast-paced environment and must be able to prioritize and complete all projects with precision in a timely manner. As Audax Private Debt continues to grow, the position will evolve with the direction of the business’ needs." We need to keep all that but maybe we can trim redundant intro? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we must keep all that info. However we can keep it as prose in

  . It's long but okay. Responsibilities list: - Preparation and review of the monthly, quarterly, and annual financial statements, fund level returns and investor deliverables for various Private Debt funds - Work with the Investor Relations team in preparing fundraising materials and in providing information for investor requests, including fund performance data, fee information and underlying portfolio financial information - Prepare monthly and quarterly MD&A on fund performance for senior management - Contribute to the valuation process for debt, equity and CLO investments - Review fund administrator’s work on various Private Debt funds - Administration of assigned funds: prepare/review, coordinate, calculate capital calls and distributions - Work with the Tax team in preparing quarterly tax estimates as well as year-end tax allocations - Track and update the portfolio of investments for the various Private Debt funds - Track interest payment receipts across portfolio team - Daily cash management, monitoring, and reconciliation with the bank - Take a lead role with the firm’s outside auditor in preparation/review of year-end audited financials - Be available to provide timely communication to internal and external stakeholders on projects when required - Responsible for coaching and developing junior team members Competencies (Skills): - Advanced GAAP financial reporting experience - Effective communication skills and ability interact with Senior Management and outside parties - Strong organizational skills - Professional and energetic attitude - Expert knowledge of Microsoft Office suite (Excel, Word, etc.) - Self-starter with ability to work independently and in a team environment - Exemplary leadership skills - Ability to work in a fast-paced environment and manage competing priorities - Demonstrated consistency in meeting deadlines with quality work product Requirements/Qualifications: - Bachelor’s Degree in Accounting/Finance with a CPA - 5 plus years of experience, including public accounting, preferably focusing on alternative investment asset managers - Extensive experience with Private Equity/Debt valuation - SEC/BDC reporting and CLO experience is a plus Pay: - For Massachusetts: The base salary range for this position is $125,000- $150,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Benefits: - Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. Schedule/Location: - LOCATION: Boston, MA. 3 days/week in office. These in office requirements may change based on the needs of the business. We should not include "OTHER DUTIES:" etc. Now produce HTML with headings

  for each section. Use

  for prose (like About the role). Use

  • for lists. We must not include any extra markup like or . Just fragment. Let's craft. Section About the role:

    About the role

    ...

    Responsibilities:

    Responsibilities

    ...
    Skills:

    Skills

    ...
    Requirements/Qualifications: maybe combine as

    Requirements / Qualifications

    but we can use "Requirements and Qualifications". Use heading exactly as allowed: "Requirements, Qualifications". The instruction: use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have separate headings for Requirements and Qualifications, but we have combined content. Could split but better to have one heading "Requirements and Qualifications". However they gave examples separate; but we can combine? The instruction: "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are possible headings; we can choose which to include. Having a combined heading may be okay but maybe better to have two headings: Requirements and Qualifications. However the content is mixed; we could split: Requirements: Bachelor’s Degree... 5 plus years... Extensive experience... ; Qualifications: SEC/BDC reporting and CLO experience is a plus. That seems reasonable. Thus:

    Requirements

    ...

    Qualifications

    ...
    But the plus item is a qualification. We'll put that under Qualifications. Pay:

    Pay

    ...

    Benefits:

    Benefits

    ...
    (list each benefit item). Could list as
  • each. Schedule:

    Schedule

    Boston, MA. 3 days/week in office. These in office requirements may change based on the needs of the business.

    Now ensure we preserve all substantive info. Let's copy the About the role text exactly as given, but we need to ensure we don't include duplicated lines like "For more information, visit the Audax Group website www.audaxgroup.com. or follow us on LinkedIn." appears twice? Actually appears once for Audax Group and once for Audax Private Debt. We'll keep both. We need to be careful about punctuation and spacing. Let's draft About the role paragraph: "Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website www.audaxgroup.com. or follow us on LinkedIn. Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, the firm has invested more than $42 billion in support of over 290 private equity sponsors. Audax Private Debt works collaboratively to build tailored financing solutions for its clients through a comprehensive range of offerings that includes first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. Audax Private Debt is an experienced and trusted partner with senior leadership averaging more than 26 years in private credit and 15 years working together at the firm through multiple economic cycles. For more information, please visit audaxprivatedebt.com or follow us on LinkedIn. POSITION SUMMARY:The position is responsible for the financial reporting and accounting for Audax Private Debt based in Boston. The Finance Manager, Private Debt is also a key contributor to the Private Debt valuation process and is responsible for the compliance and control processes related to several Private Debt Funds. Private Debt invests in debt securities of middle market companies backed by private equity sponsors via a variety of different investment vehicles. The candidate will work closely with the Valuation, Investor Relations, CLO, FP&A, Tax and Senior Debt Deal teams. The ideal candidate is a self-motivated and detail-oriented team player who will thrive in a fast-paced environment and must be able to prioritize and complete all projects with precision in a timely manner. As Audax Private Debt