Financial Manager
1 week ago
We are seeking a highly skilled Accounting Manager to join our team at Transition Staffing Group. As a key member of our financial management team, you will play a crucial role in the financial management of our clients' assets, including investment accounts, real estate holdings, and other business ventures.
Key Responsibilities:- Cash Management: Monitor cash flow and manage distributions for various accounts and entities across the US and Europe, ensuring liquidity for ongoing operations and investments.
- Real Estate Accounting: Manage accounting for real estate investments, including rent rolls, property expenses, and depreciation schedules.
- Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with relevant accounting standards.
- Entity Management: Assist in the management of various entities under the family office structure, including trusts, partnerships, and LLCs.
- General Ledger Management: Oversee and maintain the general ledger, including the preparation and review of journal entries, account reconciliations, and financial closing processes.
- Investment Accounting: Track and reconcile investment activity, including stocks, bonds, alternative investments, and other assets.
- Tax Compliance: Coordinate with external tax advisors to ensure timely and accurate filing of all tax returns, including individual, trust, partnership, and corporate taxes.
- Budgeting and Forecasting: Assist in the development and monitoring of budgets and financial forecasts, providing insights and recommendations for financial planning.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field. CPA or equivalent certification preferred.
- 5+ years of accounting experience, with a strong preference for experience in a family office, real-estate, wealth management, or similar environment.
- Proficiency with Yardi or MRI.
- Strong analytical and problem-solving abilities, with attention to detail.
- Excellent communication skills, with the ability to present financial information clearly to non-financial stakeholders.
- High level of integrity and ability to handle sensitive information with discretion.
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