Family Office FP&A Manager, Treasurer

3 weeks ago

Dallas, United States Harwood International Full time
Job Functions

  • Develop and oversee the financial planning process, including budgeting, forecasting, and long-term financial modeling.
  • Provide strategic financial insights and analysis to support decision-making.
  • Manage liquidity, cash flow, and financial risk.
  • Oversee cash management, including working capital, capital expenditures, and investment strategies.
  • Ensure accurate and timely financial reporting, both internally and externally.
  • Document and maintain complete and accurate supporting information for all financial transactions.
  • Provide the family members with information vital to the decision-making process on an as-requested basis.
  • Communicate financial performance, forecasts, and strategic initiatives.
Competencies
  • Attentive to detail
  • Confidentiality
  • Integrity/ethics
  • Strong organizational skills
  • Strong presentation skills
  • Written / verbal Communication skills
  • Problem Solving/Analysis
  • Decision Making/Judgment
  • Dependability
Required Education & Experience
  • Bachelor's degree In Accounting or Finance
  • Minimum of 10 years as a Financial Planner and Analyst or related position
  • Knowledgeable of all accounting laws, regulations, and GAAP
  • Understanding of Enterprise Resource Planning systems (ERP)
  • Hands-on experience with financial and statistical software
  • Proficient in Microsoft Office Suite
  • Strong leadership skills required. Experience in multi-unit retail/restaurant concepts preferred.
  • Advanced Microsoft Excel and PowerPoint skills
  • Highest standards of accuracy and precision; highly organized.
  • Articulate with excellent verbal and written communication skills.
  • Ability to think creatively, highly driven, and self-motivated.
  • Family Office accounting preferred

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