A great UHY client is seeking a VP of Finance- Family Office to join their team. The ideal candidate will have at least 5 years experience in public accounting, experience with full accounting life cycle with a multi- entity organization and proficient with QuickBooks.
The VP of Finance- Family Office role is an onsite position. This is a client direct hire position.
VP of Finance- Family Office Job Description
- Finalize the company’s books and prepare quarterly financial statements for both internal and bank review.
- Provide strategic financial analysis and recommendations to executives on a regular basis.
- Evaluate the financial performance and profitability of company divisions (Wood Shop, Trim, Excavation, Tile, Siding) as well as project-specific profitability.
- Continuously update and analyze divisional direct labor and overhead costs, ensuring accurate capitalization.
- Develop and manage the annual budget, including sales projections, and monitor performance throughout the year.
- Oversee all tax and regulatory compliance in collaboration with an external accounting firm, including:
- Monthly sales and use tax filings.
- Quarterly tax estimate payments.
- Timely filing of federal and state business tax returns, as well as individual tax returns for company owners.
- Collection of vendor W-9 forms for annual 1099 processing.
- Prepare documentation for annual insurance renewals and audits, including the collection of subcontractor liability insurance certificates.
- Manage customer draws, coordinating with banks and homeowners as needed.
- Oversee daily cash management, including monitoring checking account balances and managing internal transfers.
- Support banking relationships and assist with loan communications.
VP OF FINANCE- FAMILY OFFICE QUALIFICATIONS
- Bachelor’s degree in Accounting or Finance
- 4–5+ years in public accounting; experience with full-cycle accounting in a multi-entity environment
- CPA preferred
- Strong proficiency in Excel; experience with tax strategy is a plus
- High energy, team-oriented professional eager to contribute as part of the executive leadership team
UHY Advisors’ Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs.
Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients’ needs rapidly.
Job Type: Full-time
Pay: $95,000.00 - $110,000.00 per year
Schedule:
Application Question(s):
- This is a client direct hire position. Please confirm your understanding.
- Do you possess full cycle accounting experience within a multi-entity organization?
- Do you possess experience preparing financial statements?
- Do you possess strategic planning experience related to banking, insurance, and employee benefits?
- Do you possess QuickBooks experience?
- Do you possess tax strategy experience (preferred requirement)?
Work Location: In perso
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