Mark Urso
Chief Financial Officer
- Role
- Chief Financial Officer at Hobe Mountain Capital
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Mark Urso
As a seasoned finance leader with over 15 years of experience in private equity finance and accounting, operations, fund administration, and credit facility oversight, I specialize in driving financial strategy, operational efficiency, and organizational growth. I have a proven track record of managing complex financial operations across global investment firms and fund administrators, delivering strategic insights and operational excellence.Core Competencies- Comprehensive expertise in investment and management company accounting, reporting, tax and compliance- Treasury solutions and fund credit facility management, including structuring, negotiation, and execution of capital call lines, NAV collateralized and preferred equity fund finance facilities- Advanced financial modeling for fund structuring, atypical waterfall calculations, performance metrics and sensitivity analysis- Corporate management company financial planning and analysis, including budgeting, forecasting, scenario modeling, and valuation processes- Investor relations support through due diligence coordination, detailed investor reporting and preparation of executive presentations- Leadership in cross-functional project management and vendor negotiations to streamline operations and enhance efficiency.
Experience
Chief Financial Officer
Oct 2025 — Present
Education
Stonehill College
Bachelor of Business Administration - BBA, Finance, General
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