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Family Office FP&A Manager, Treasurer - Dallas, United States - Harwood International
Description
Job FunctionsDevelop and oversee the financial planning process, including budgeting, forecasting, and long-term financial modeling.
Provide strategic financial insights and analysis to support decision-making.
Manage liquidity, cash flow, and financial risk.
Oversee cash management, including working capital, capital expenditures, and investment strategies.
Ensure accurate and timely financial reporting, both internally and externally.
Document and maintain complete and accurate supporting information for all financial transactions.
Provide the family members with information vital to the decision-making process on an as-requested basis.
Communicate financial performance, forecasts, and strategic initiatives.
Competencies
Attentive to detail
Confidentiality
Integrity/ethics
Strong organizational skills
Strong presentation skills
Written / verbal Communication skills
Problem Solving/Analysis
Decision Making/Judgment
Dependability
Required Education & Experience
Bachelor's degree In Accounting or Finance
Minimum of 10 years as a Financial Planner and Analyst or related position
Knowledgeable of all accounting laws, regulations, and GAAP
Understanding of Enterprise Resource Planning systems (ERP)
Hands-on experience with financial and statistical software
Proficient in Microsoft Office Suite
Strong leadership skills required. Experience in multi-unit retail/restaurant concepts preferred.
Advanced Microsoft Excel and PowerPoint skills
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills.
Ability to think creatively, highly driven, and self-motivated.
Family Office accounting preferred
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