Finance & Accounting Director, Family Office Buildout

And Simple ApS; Chicago (IL); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

And Simple ApS, a Chicago-area single-family office, seeks a Director of Finance and Accounting to lead accounting and financial reporting for family entities, partnerships, trusts, and individuals. Reporting to the CFO, you will shape the legacy structure, design new systems, implement controls, and oversee budgeting, cash management, payroll, and tax liaison functions.

You should bring a CPA with 10+ years of experience, strong GL and portfolio accounting skills, and trust work in a family

Qualifikationen

• CPA certification with 10+ years of relevant experience.
• Experience with general ledger accounting and portfolio accounting systems.
• Experience with trusts in a family office capacity.
• Unquestionable ethics and confidentiality.

Aufgaben

• Learn current legacy structure and assist design of new systems and reporting.
• Oversee timely preparation of financial and investment reports with strong internal controls.
• Review payments, ACHs, bank wires and vendor transactions; manage ad hoc data requests.
• Prepare and monitor annual operating budget and cash forecasting.
• Manage household payroll and liaise with outside tax preparer on tax filings.

Kenntnisse

CPA

Portfolio accounting

Trusts in family office

Excel

Ausbildung

CPA license

Tools

General ledger software

Portfolio accounting software

Jobbeschreibung

And Simple ApS, a Chicago-area single-family office, seeks a Director of Finance and Accounting to lead accounting and financial reporting for family entities, partnerships, trusts, and individuals. Reporting to the CFO, you will shape the legacy structure, design new systems, implement controls, and oversee budgeting, cash management, payroll, and tax liaison functions.

You should bring a CPA with 10+ years of experience, strong GL and portfolio accounting skills, and trust work in a family