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Senior Finance Executive

2 months ago

Dallas, Texas, United States Thoma Family Office Full time

Position Overview

The Thoma Family Office is on the lookout for a seasoned Senior Finance Executive to play a pivotal role in our financial operations. This position will encompass all facets of financial stewardship, including investment management, regulatory compliance, and strategic financial planning.

The ideal candidate will possess extensive expertise in financial governance, operational management, and investment strategies. This role demands a strategic thinker who can maintain a broad perspective while addressing detailed financial tasks and projects.

The Senior Finance Executive will collaborate closely with the leadership team and guide the finance and accounting division from our headquarters.

Key Responsibilities:

  • Act as a strategic financial advisor to the leadership team.
  • Facilitate operational efficiency by overseeing daily transaction management, invoice assessments, contract negotiations, and record-keeping protocols.
  • Lead the finance and accounting team by establishing and enforcing policies that enhance process efficiency and security.
  • Supervise the preparation of monthly, quarterly, and annual financial reports.
  • Generate a variety of financial and operational analyses as required by leadership.
  • Ensure timely preparation and submission of all tax documentation; develop expertise in multi-state nonprofit tax regulations.
  • Manage banking and investment partnerships, serving as the liaison between leadership and external financial professionals.
  • Evaluate procedures for wire approvals, invoice assessments, and payment processing.
  • Serve as a primary contact during real estate and investment transactions.
  • Maintain an organized system for financial documentation, invoicing, and reporting.

Qualifications:

  • A minimum of 10 years of experience in a similar capacity within a family office, overseeing a small finance or accounting team.
  • Advanced degree in finance or accounting; CPA is preferred but not mandatory, as a strong grasp of tax principles is essential.
  • Comprehensive understanding of nonprofit financial management, trusts, and estate planning.
  • Proficient in Excel and the Microsoft Office Suite.
  • A desire to engage with an innovative, dynamic, and fast-paced team.
  • Technologically adept, with the ability to leverage digital management tools and financial platforms.