Accounting Manager - Family Office

Description

• Manage all A/P and cash management activities.
• Review various debt and equity structures related to portfolio investments.
• Complete month end close, inclusive of variance analysis and projections.
• Maintain books and accounting records.
• Prepare annual tax organizers and coordinate filing of annual tax returns with CPA.
• Evaluate the performance of Keeley Family investments owned and determine whether they should be bought, sold, or held.
• Prepare annual budgets for select investment entities.
• Collaborate with CFO to underwrite potential acquisitions, including operations and investment financial model preparation and presentation.
• Work closely with CFO on annual tax projections and cash flow planning.

Requirements

• Ability to maintain confidentiality and integrity at the highest standard required.
• Ability to work both independently and collaboratively with a team.
• QuickBooks experience required.
• Holds knowledge of commonly used concepts, practices, and procedures within accounting field.
• Detail oriented and able to effectively organize and manage multiple responsibilities.
• Family office accounting experience a plus.
• Bachelor’s Degree in accounting or finance preferred, plus 5-7 years of similar work responsibilities as listed above.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance