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Salary $270,000 - $290,000 per year
A Bit About Us
We are a growing Private Investment firm that is looking to bring on a great Financial Leader to our team. This would be an individual who enjoys working within a tightly-knit group and someone who thrives in settings where they can truly have a say in changes made.
Why join us?
Competitive benefits - for more information, benefits information can be provided to individuals who would like to move forward and be considered for the process!
Also, the bonus structure would be very competitive and above market rate. More details can also be provided around this.
Job Details
Please note that this would be an onsite role.
You will manage comprehensive financial communications and accounting operations, ensuring seamless financial transparency and strategic financial management across complex entities.
Key Responsibilities
Financial Coordination and Reporting
Serve as the primary liaison between members, corporate entities, investment partners, and financial stakeholders, facilitating clear and precise financial communication
Prepare and deliver comprehensive quarterly financial reports, including
Detailed cash flow analyses
Comprehensive balance sheets for family office, trusts, and foundations
Precise expense tracking and evaluation
Financial Monitoring and Management
Conduct rigorous monitoring of cash activities and financial transactions
Provide personalized financial guidance to family members regarding
Personal expenditure management
Investment strategy insights
Cash flow planning and optimization
This individual will also help led some team members in accounting under their management
Strategic supervision
Targeted professional development programs
Mentorship and skill enhancement initiatives
We would ideally look for an individual with
Degree in Accounting, Finance, or related field (preferably a CPA or Masters but not required)
Extensive experience in family office or private wealth management
3+ years in Leadership roles (Controllership / VP / CFO level experience)
Exceptional communication and interpersonal skills
Someone tech savvy who can understand and pick up financial systems quickly
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Banking
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