05/08/2024
🌟 Exciting Opportunity Alert! 🌟
🏢 Join a prestigious family office in Dallas as a Controller/VP of Accounting & Administration! 🏢
Are you a skilled finance professional with a knack for managing diverse financial landscapes? Look no further! I am currently searching for a Controller/VP of Accounting & Administration to play a pivotal role in overseeing the comprehensive financial portfolio of a prominent Dallas-based family office.
🔍 Key Responsibilities:
- Manage general ledger accounting for investment partnerships and family generations.
- Handle tax preparation and reporting investment performance.
- Liaise with outsourced service providers.
- Collaborate on tax matters and ensure compliance with regulations.
- Prepare accurate financial reports and maintain meticulous records.
- Analyze financial statements and report on variances.
- Forecast and manage capital calls from external investments.
- Monitor liquidity for illiquid investments and disseminate financial information.
💼 Skills/Experience:
- Bachelor's degree in Accounting or Finance; CPA designation preferred.
- Strong understanding of portfolio theory, accounting principles, and internal controls.
- 5+ years of finance/accounting experience.
- Background in wealth management/financial planning preferred.
- Proficiency in Microsoft Excel and QuickBooks.
- Excellent communication and customer service skills.
🌟 Personal Qualities:
- Adaptable and open-minded.
- Adept at networking with professionals.
- Interest in expanding expertise beyond accounting.
- Highly motivated, results-oriented, and detail-oriented.
- Deadline-driven, organized, and capable of working independently.
- Discreet and tactful in handling confidential information.
Ready to take the next step in your finance career? Apply now or reach out to me learn more! Please email me your resume: [email protected].