ASSOCIATE, CFO SERVICES

Cresset Capital • Atlanta, GA

10h • $75,000 - $85,000

About The Position

Cresset is seeking an Associate, CFO Services, who will operate within our CFO Services team. This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. Understanding of operational accounting, cash management, and payroll functions are important to success. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity. This position will report directly to the Managing Director, CFO Services.

Requirements

• Education and/or 3+ years of experience in accounting, or bookkeeping and bill pay activities, with direct experience working within General Ledger systems (e.g. QuickBooks)
• Strong written, oral, and interpersonal communication skills
• Excellent time management skills including multi-tasking and prioritizing of responsibilities across multiple points of contact in a deadline-driven environment
• Exceptional problem-solving capabilities in an entrepreneurial environment
• Solid skills and experience using Microsoft Office products, including and most importantly, Excel.
• Ability to work independently and collaborate as a team

Nice To Haves

• Bachelor’s Degree or above in Economics, Accounting, Finance, or Business
• CPA
• Proficient understand of accounting and tax principals

Responsibilities

• Family entity bookkeeping, which may include individuals, revocable trusts, or other related entities
• Timely, accurate, and reliable bill pay
• Cash management services including ensuring sufficient funds to make required payments
• General ledger maintenance, balance sheet reconciliations, and cost allocations
• Maintain sources and uses of cash reporting for family members
• Support financing and financial operations related to residential holdings and acquisitions
• Interface with clients, and client advisors (investment, tax, other), and others on CFO Services team to ensure excellent communication takes place

Benefits

• Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
• Aligning employee and organizational interests, all employees receive equity in Cresset.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees