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    Senior Manager – CFO Services, Family Office Accounting - Chicago, United States - IQ-EQ

    IQ-EQ
    IQ-EQ Chicago, United States

    3 weeks ago

    Default job background
    Full time
    Description
    Job Description

    Financial Reporting and Record Keeping:

    • Prepare accurate financial statements, including balance sheets, profit and loss statements, and cash flow statements.
    • Maintain comprehensive records of all financial transactions, including the recording of lease agreements in accordance with accounting standards.
    • Ensure that financial reports comply with accounting principles and regulatory requirements if needed.

    Budgeting and Forecasting:

    • Assist in the preparation and revision of annual budgets.
    • Analyze financial data to forecast future financial performance.
    • Provide insights that help in strategic planning and resource allocation.

    Investment Monitoring and Analysis:

    • Track the performance of investments and assess financial results.
    • Prepare detailed reports on investment performance for stakeholders.

    Cash Management:

    • Oversee cash flows, manage bank accounts, and ensure sufficient liquidity for operations.
    • Handle transactions and cash management strategies to maximize financial efficiency.

    Internal Controls and Processes:

    • Develop and maintain internal control systems to prevent inaccuracies in financial statements.
    • Review and improve financial and operational processes to enhance efficiency and integrity.
    • Create and manage effective workflows to streamline operations and enhance the accuracy of financial reporting.

    Management Reporting and Stakeholder Communication:

    • Prepare and present financial information and investment reports to family members, board members, or other stakeholders.
    • Develop management reports that provide essential insights into operational performance, financial status, and strategic progress.
    • Ensure transparency and clarity in financial reporting to assist stakeholders in making informed decisions.

    Tax Planning and Compliance:

    • Coordinate with tax advisors to ensure compliance with local, state, and federal tax laws.
    • Prepare or assist in preparing tax returns and documentation for tax matters.
    • Implement tax strategies to optimize the financial position of the family office.
    Qualifications

    Successful candidates will have many, if not all, of the attributes below:

    • 10+ years of experience in alternative Investment Management industry (Hedge Fund, Private Equity, Venture Capital, Real Estate)
    • In depth understanding of investment management and alternative products
    • Bachelor's Degree in Accounting
    • CPA Preferred
    • Excellent management, organizational, interpersonal and communication skills
    • Attention to detail and ability to multi-task
    • Passionate about working in a dynamic entrepreneurial environment
    • Hard-working, self-starter, dedicated, punctual and personable
    • Strong accounting and analytical skills
    • Ability to define problems, collect data, establish facts, and draw valid conclusions to solve problems — quickly and competently
    • Public Accounting background is a plus
    • Administration experience is a plus
    • Well versed in Microsoft Office Suite; familiarity with QuickBooks, OpenAir, , Expensify are a plus
    Additional Information

    Salary based on experience and location ($95,000-$155,000) and full benefits package offered.

    #LI-HYBRID

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