Lead Accountant, Family Office

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

A Day In The Life
The Lead Accountant under the leadership of the Director, is responsible for oversight of general accounting activity and reporting, including, but not limited to, journal entries, reporting and data analysis, and monthly closing of books. The Lead Accountant will assist with maintaining books and records to adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices. The Lead Accountant serves as the liaison for intercompany accounting transactions in need of troubleshooting and resolution. As a lead, you will assign work activity to others and serve as a subject matter expert for team members and the organization to ensure timely and accurate accounting practices.

As a Lead Accountant, FO you will:

• Maintain and adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices.
• Serve as subject matter lead for the general ledger and financial control processes.
• Demonstrate a complete understanding of the chart of accounts, complex company hierarchy, and financial statement structure.
• Ensure confidentiality of information is maintained at all times.
• Responsible for ensuring critical family member finance and accounting requests are addressed accurately and with a sense of urgency.
• Exhibit an elevated level of customer service behaviors with both internal and external customers.
• Ensure documentation of standard operating procedures for crucial accounting processes are maintained and updated periodically.
• Collaborate with operational teams to identify areas for improvement as businesses expand and ensure internal controls are adhered to and monitored.
• Make recommendations for process improvements and workflow efficiencies, ensuring compliance with internal audit and accounting principles.
• Prepares and reviews all financial data, including but not limited to balance sheets, income statements, and journal entries. Ensure transactions are recorded accurately, timely, and in accordance with Generally Accepted Accounting Principles ("GAAP"), IFRS, company policies, and industry practices.
• Leads initiative to improve departmental processes and procedures in terms of quality, efficiency, and effectiveness.
• Execute a monthly general ledger close for assigned entities to ensure accurate and timely performance of financial data reporting.
• Oversee the preparation of required reports and journal entries for month-end close. Other reports include month-end report sets, general ad hoc requests, historical research, and other reports as assigned.
• Analyze, generate, and process intercompany entries and related needed to adjust or reallocate expenses between business units. Prepare, review, and/or post intercompany billing timely.
• Prepare, review, and/or post AR-related transactions for intercompany collections.
• Maintain well-documented work papers and source documentation for journal entries and account reconciliations. As part of the reconciliation process, review the reasonableness of balance sheet and income statement accounts to determine that all necessary entries have been recorded accurately.
• Conduct variance analysis to explain actual results to budgeted results and provide variance explanations monthly.
• Assist with internal audits/assessments to ensure the organization follows company policies and processes and complies with Federal, State, and Company policies.
• Assist in reviewing and/or preparing ancillary audit schedules, audit footnotes, tax schedules, and tax forms as requested.
• Supports the business planning process by providing financial data and analysis.
• Assists in the preparation of organizational financial statements and presentations.
• Fulfills responsibilities in accordance with the Company's Code of Business Conduct, Company policies and operating standards, and applicable federal and state laws.
• Other job duties and projects as assigned.

What We Need From You

• Bachelor's Degree four-year college or university in Accounting, Finance, or a relevant degree required.
• 8+ years of progressively responsible experience in an accounting environment is required area or an equivalent combination of education and experience. Required
• Family Office accounting experience Preferred
• Public accounting experience is a plus. Preferred
• Certified Public Accountant (CPA) active or working towards certification. Preferred
• Accounts Receivable Accounts receivable are claims for payment held by a business for goods or services that have been ordered but remain unpaid. Advanced-Authority Required
• Budgeting Budgeting is developing a financial plan to forecast revenue and expenses and to allocate funds for a defined future period. Advanced-Authority Required
• Internal Controls Advanced-Authority Required
• Financial Analysis Advanced-Authority Required
• Accounts Payable Accounts Payable refers to knowledge of bookkeeping methods to tracking payments a company owes to its suppliers in order to approve and process invoices. Advanced-Authority Required
• Accounting Software Accounting Software is a computer application that records and processes accounting transactions per business requirements. Advanced-Authority Required
• External Auditing External Auditing is an objective review of the financial statements of a company. Advanced-Authority Required
• Analytical Skills Analytical Skills refers to the ability to gather, organize, research, and review information in order to draw conclusions and solve complex problems. Advanced-Authority Required
• Forecasting Advanced-Authority Required
• Generally Accepted Accounting Principles Advanced-Authority Required

Physical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Travel Requirements
10% Occasionally required to travel to other sites, including out-of-state, where applicable, for business.

Join Us
The Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at TalentAcquisition@friedkin.com. We celebrate diversity and are committed to creating an inclusive environment for all associates.

We are seeking candidates legally authorized to work in the United States, without Sponsorship.

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