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Senior Associate – Credit Finance, supporting the Chief Accounting Officer in New York, focusing on data aggregation and reporting across Credit & Real Estate platforms.
Detail-oriented role leveraging Excel, Alteryx, Power BI and AI tools to automate and improve accounting workflows for a global alternative asset management firm.
About TPG
About TPG
TPG is a leading global alternative asset management firm, founded in San Francisco in 1992. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique approach is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. For more information, visit www.tpg.com or @TPG on X.
TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.
Description of Position
Description of Position
TPG is seeking a detail-oriented and proactive Senior Associate to join the office of the Chief Accounting Officer - Credit. This role is designed for an early-career professional who thrives in a fast-paced environment and seeks a high-level, cross-platform vista rather than a traditional single-fund accounting path. Reporting to a Vice President, the Associate will handle the essential heavy lifting of data collection, reporting tasks, and file ownership. This position provides an opportunity to learn complex fund concepts while supporting the firm’s overarching financial operations, and without being dedicated to one specific vehicle. This position requires collaboration with high-caliber Credit and Real Estate teams—composed largely of former Big 4 CPAs—to organize and report data and ensure platform-wide alignment.
Principal Responsibilities
Centralized Financial Reporting & Analysis
- Serve as the primary support for data aggregation, coordinating the collection of financial reporting deliverables across the Credit and Real Estate platforms.
- Execute reporting tasks and maintain detailed workbooks to ensure consistency in data reported to the public company.
- Prepare initial variance analysis and trend reports, identifying data anomalies for review by the Vice President and CAO- Credit.
- Assist in drafting communications regarding fund-specific nuances and reporting treatments for inclusion in public company filings.
- Develop a foundational understanding of complex fund concepts, through fund operating metrics.
- Execute recurring centralization initiatives, such as system access reviews and the collection of critical compliance documentation.
Accounting Oversight & Administrator Coordination
- Support accounting research efforts by gathering data and documentation related to non-routine transactions and new accounting applications.
- Liaise with Third-Party Administrators (TPA) to monitor performance and assist with projects aimed at enhancing data integration.
Process Improvement & Scalability
- Identify routine, manual reporting tasks that are candidates for automation and assist in building solutions using Alteryx or Power BI.
- Maintain and update automation workflows as reporting requirements evolve, ensuring tools remains functional and accurate.
- Utilize AI-assisted tools to improve the speed and accuracy of routine data collection and Excel-based modeling.
Requirements
Requirements
Minimum of 3 years of relevant professional experience in public accounting and/or the financial services industry, with exposure to investment management and SEC reporting.
Bachelor’s or Master’s degree in Accounting, Finance, or a related field; CPA designation (completed or in process) is required.
Advanced Excel skills (complex formulas and data presentation) are essential; experience with Alteryx, Power BI, or Advent Geneva is a significant plus.
Excellent verbal and written communication skills, with a proven track record of building relationships across different functional groups.
A proactive owner mindset with a strong interest in leveraging technology, automation, and AI to improve traditional accounting workflows.
It is expected that the annual base salary for this role will range from $120,000 – $135,000. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.