Finance Manager

Clayton, MO

90,000 - 120,000

Bonus: $10-15K


St. Louis-Based family office headquartered in Clayton is seeking a Finance Manager to help with a broad range of financial accounting, forecasting/planning, and reporting issues. The ideal candidate will have a CPA license (preferred), 3-6 years of relevant professional experience including 2+ years of public accounting experience, keen business acumen, and strong people skills.

RESPONSIBILITIES:

  • Prepare analysis of transactions (e.g. cash flow from the sale of a Client portfolio company
  • Maintain detail partnership accounting records (e.g. income, expenses, basis of investments, contributions, withdrawals, capital accounts) for investments partnerships and operating businesses
  • Prepare financial statements and financial reports
  • Prepare cash flow forecasts
  • Prepare checks and/or wire/ACH forms to pay expenses, fund charitable contributions and gifts, and to fund investments
  • Assemble data and other information needed by outside accountants to prepare tax returns and quarterly estimated tax payments
  • Maintain files of legal documents
  • Assist in the implementation of new software packages to facilitate the accurate and efficient performance of the above activities
  • Special ad hoc projects as requested by CFO/Sr. Finance Mgr of family office
  • Work closely with supporting team to handle the daily tasks of the office while individually contributing to the various functions of the office and family

QUALIFICATIONS:

  • Bachelor’s Degree in Accounting; Master’s or MBA preferred
  • CPA highly preferred
  • Public accounting experience
  • Minimum 3 years’ relevant professional experience
  • Ability to deal discretely with sensitive information
  • Ability to work with executive level professionals
  • Keen business acumen
  • Strong communication and relationship building skills
  • Drive to constantly improve processes and reporting
  • Strong sense of pride in work

  • Max. file size: 300 MB.