Job Description

Job Description

Job Description

Growing private investment firm/Family Office // growing + competitive compensation & Bonus structures

This Jobot Job is hosted by: Henry Chung
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
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 "Apply Now" 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.

Job Tags

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