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Direct accounting operations and prepare financial reports for multiple entities, ensuring records are complete, accurate, and easy for stakeholders to interpret
Coordinate tax compliance activities for business entities, working closely with external advisors as needed
Manage treasury functions such as daily cash positioning, banking activity, and short- and long-range liquidity planning
Strengthen internal controls and monitor financial practices to support compliance with applicable regulations and sound governance standards
Participate in budgeting, long-term financial planning, and evaluation of investments or other strategic financial priorities
Oversee key accounting activities including month-end close, journal entry preparation, general ledger maintenance, and account and bank reconciliations
Provide additional financial and operational support as priorities evolve across the family enterprise
Requirements:
CPA or CMA designation is required
At least 3 years of accounting experience, with stronger consideration for candidates bringing 7 or more years in public accounting, private industry, or a family office setting
Hands-on experience with treasury management, cash forecasting, and banking relationships
Proficiency in core accounting processes including month-end close, general ledger activity, journal entries, and reconciliations
Ability to handle sensitive information with sound judgment, professionalism, and a high degree of confidentiality
Strong organization, attention to detail, and relationship-building skills in a fast-moving environment