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Chief Financial Specialist
2 weeks ago
We are seeking an experienced accounting professional to play a key role in maintaining financial records for multiple clients and entities.
This position requires strong analytical skills, attention to detail, and the ability to work effectively with complex financial data.
The ideal candidate will have experience with QuickBooks and intermediate-level Excel skills.
A collaborative team environment and opportunities for growth and development make this a great fit for those looking to advance their careers.
- Maintain accurate and up-to-date financial records for multiple clients and entities.
- Perform monthly reconciliations and ensure timely payment of expenses.
- Coordinate with the Director of Accounting to ensure all financial reporting is accurate and complete.
- Support accounting functions for individuals, trusts, investment entities, operating companies, and private foundations.
- Minimum of 4 years of relevant accounting experience.
- Experience with complex family groups, trusts, investment partnerships, or philanthropic entities is preferred.
- Strong analytical skills, attention to detail, and problem-solving skills.
- Proficiency in QuickBooks Online and intermediate-level Excel skills.
- Excellent communication and client service skills.
- Ability to work effectively in a small-team environment.