Financial Operations Coordinator

2 weeks ago

Las Vegas, Nevada, United States CORE ADVISORY PARTNERS LLC Full time
Job Overview

Company Profile:

CORE Advisory Partners LLC, along with its affiliate Sahara Investment Group LLC, operates through three primary business sectors:

  • CORE provides outsourced CFO services and portfolio management for various esteemed mid-sized family offices and real estate development firms.
  • CORE is also involved in capital raising for real estate initiatives, which include everything from ground-up construction projects to refinancing and recapitalization of established assets.
  • Sahara Investment Group manages private equity funds that primarily focus on real estate debt financing, particularly in Nevada.

Position Summary:

CORE is on the lookout for an Accounting Coordinator / Bookkeeper to become an integral part of our family office team. This role presents a distinctive chance to collaborate with seasoned financial professionals and influence financial strategies across our diverse business sectors.

Role Responsibilities:

The ideal candidate will be a proactive self-starter, eager to learn, and dedicated to reaching their objectives. Reliability, organization, and the ability to handle a demanding workload are essential traits that will complement the innovative, strategic, and resourceful mindset required for this position. Our organizational culture values driven individuals who are willing to contribute across various roles within all three business sectors. We seek someone interested in a long-term career who is honest, trustworthy, and capable of managing sensitive information.

The primary responsibilities of the Accounting Coordinator / Bookkeeper will include assisting management in leading CORE's Family Office platform. The successful candidate will be a high-impact professional who thrives in a collaborative environment and is motivated by the company's mission and values.

Key Duties:

  • Conduct daily bookkeeping activities and ensure the accuracy of financial records.
  • Manage Accounts Receivable (AR) and Accounts Payable (AP) functions.
  • Oversee and manage sensitive materials related to the family office.
  • Assist in formulating and executing family office strategies.
  • Collect, organize, and safeguard confidential company data.
  • Support senior personnel and clients with financial documentation and reporting.
  • Maintain relationships with external vendors.
  • Handle daily financial administrative tasks and manage time effectively.
  • Deliver and collect sensitive documents, payments, and other miscellaneous items.
  • Perform additional duties as assigned.

Qualifications:

  • Highly motivated self-starter capable of meeting and exceeding established deadlines and objectives.
  • Proficient in Microsoft Office and Google Suite, particularly Excel, PowerPoint, Word, and online Google products.
  • Familiarity with basic bookkeeping software, including but not limited to QuickBooks and Sage 100.
  • Exceptional attention to detail.
  • Strong problem-solving abilities.
  • Friendly demeanor with a positive attitude and a desire for professional and personal growth.
  • Able to work independently, proactively, and manage multiple tasks while prioritizing effectively in a team-oriented environment.
  • Strong sense of responsibility and ownership over work.
  • Demonstrated work ethic, integrity, and ability to follow directions.
  • Excellent interpersonal and written communication skills.
  • Ability to maintain a high level of confidentiality.
  • Currently pursuing or holding a four-year degree from an accredited institution, preferably in Accounting or a related field; equivalent experience will also be considered.

Compensation:

Competitive salary based on individual performance and division outcomes, with compensation reflecting qualifications and experience.

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