Lead Financial Accountant

2 weeks ago


Miami, United States Segrera Associates Full time

***Opportunity for FULLY REMOTE work after training***

Job Title: Senior Accountant

Company: Segrera Associates, a family office managing $1 Billion in Assets Under Management (AUM), with a focus on real estate and alternative investments.

Job Type: Full-time

Job Overview:

We are in search of a proficient Senior Accountant to enhance our vibrant family office team. In this pivotal role, you will be responsible for overseeing the financial operations of our firm, which is dedicated to real estate and alternative investment strategies. Your duties will encompass managing financial reporting, maintaining accurate accounting records, and ensuring adherence to regulatory standards.

Key Responsibilities:

  • Support external audit processes by preparing necessary documentation and ensuring compliance with all audit requirements.
  • Oversee the General Ledger (GL) for various entities, guaranteeing precision, completeness, and conformity with accounting principles.
  • Generate and evaluate financial statements and reports, ensuring compliance with GAAP and delivering insightful information to stakeholders.
  • Establish and manage internal audit procedures to assess the effectiveness of internal controls and identify opportunities for enhancement.
  • Monitor cash flow and liquidity, tracking daily transactions to ensure sufficient funds for operational requirements.
  • Coordinate the preparation and submission of annual tax returns across multiple entities.

Qualifications:

  • Bachelor's degree in Accounting; CPA certification is preferred.
  • A minimum of 3 years of experience in financial accounting, auditing, or related fields.
  • Expertise in QuickBooks and advanced Excel; familiarity with financial software and ERP systems is advantageous.
  • Solid understanding of GAAP and financial reporting standards.

Benefits:

  • Comprehensive health insurance coverage for individuals and families
  • Opportunities for professional growth and development within a dynamic organization.

Additional Qualifications:

  • Bachelor's degree in Accounting. CPA or advanced degree (e.g., MBA) is preferred.
  • Demonstrated experience (3+ years) in accounting or finance roles, ideally within a family office, real estate, or alternative investments sector.
  • Thorough understanding of accounting principles, financial reporting, and tax regulations.
  • Proficiency in accounting software (e.g., QuickBooks, Oracle NetSuite) and advanced Excel skills.


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