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Family Office Financial Reporting Manager (Job #105622)

Job Type: Direct Hire

Job Description

This prominent and fast-growing family office in Central Dallas has partnered with Unity Search in search of a Family Office Financial Reporting Manager. This company offers a very good work/life balance and great benefits including gym membership reimbursement, 401K match, company contribution, etc.

Some of the primary responsibilities include:

  • Preparation and distribution of periodic financial statements and other reports.
  • Partner with investment accounting, data services, investment management, and tax teams on a variety of reporting projects and ad hoc data requests.
  • Primarily devoted to report development, data validation and data access enhancements.

Some of the key requirements are:
  • Bachelor’s Degree in Accounting, finance, or related field.
  • CPA required.
  • 4+ years related experience, with public accounting foundation.
  • Detail-oriented, sharp, articulate, and polished.
  • Excellent communicator and problem solver.