Financial Operations Lead
2 days ago
The Investment Accounting Specialist will be responsible for overseeing day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. The estimated salary for this position is $140,000 - $190,000 per year.
Key Responsibilities:- Financial Management:
- Prepare and review financial statements, ensuring accuracy and compliance with relevant accounting standards.
- Develop and maintain budgets, forecasts, and financial models to support strategic decision-making.
- Oversee treasury functions, including review of daily cash activity and journal entries.
- Reporting and Analysis:
- Prepare detailed financial reports, including monthly, quarterly, and annual statements.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Provide regular updates and insights to family members and senior management.
- Investment Accounting:
- Monitor and record investment transactions, including stocks, bonds, real estate, and alternative investments.
- Reconcile investment accounts and ensure accurate reporting of investment performance.
- Tax Compliance:
- Coordinate with external tax advisors to ensure timely and accurate tax filings.
- Maintain knowledge of tax regulations and implement strategies to optimize tax efficiency.
- Risk Management:
- Identify and manage financial risks, ensuring appropriate internal controls are in place.
- Develop and implement policies and procedures to safeguard family assets.
- Team Leadership:
- Supervise and mentor accounting staff, fostering a collaborative and high-performance culture.
- Conduct performance evaluations and support the professional development of team members.
- Compliance:
- Ensure all financial activities comply with regulatory requirements and internal policies.
- Stay informed about changes in accounting and tax regulations, adapting practices as needed.
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