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