Financial Operations Lead

2 days ago


Houston, Texas, United States Creative Financial Staffing Full time

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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