Family Office Finance & Executive Coordinator

Regal Boats

5d•Onsite

About The Position

Regal Boats is seeking a highly trusted, detail-oriented, and proactive Family Office Finance & Executive Coordinator to support our CFO and executive leadership. This role blends hands-on financial operations across multiple entities within the RMI Holdings family office (non-Regal operating entities) with high-level executive coordination.

Requirements

5+ years of experience in bookkeeping, accounting, or financial operations
Experience supporting executives or business leaders
Strong proficiency in Microsoft Excel and QuickBooks or similar accounting software
High attention to detail with strong organizational skills
Ability to handle sensitive information with discretion and integrity
Ability to operate effectively in a fast-paced, agile environment with changing priorities

Nice To Haves

7-10+ years of relevant experience in financial operations or family office environments
Experience managing finances across multiple entities
Background in small business, family office, or entrepreneurial environments
Associate’s or Bachelor’s degree in Accounting, Finance, or related field
Strengths aligned with high ownership and organization (e.g., responsibility, discipline, analytical thinking, and ability to coordinate multiple priorities)

Responsibilities

Own the full-cycle bookkeeping, including journal entries, reconciliations, and month-end close
Maintain accurate financial records across multiple entities
Track intercompany transactions and ensure proper documentation
Prepare financial data and reports to support leadership decision-making
Assist with budgeting, expense tracking, and financial organization
Understand and maintain clarity of financial flow across entities (not just transaction entry)
Maintain and organize financial systems (e.g., QuickBooks, Excel)
Ensure accuracy, consistency, and accessibility of financial data
Support reporting processes by preparing clean, structured data sets
Assist with the preparation of financial reports and materials for ownership
Support communication and coordination with family stakeholders
Maintain confidentiality and professionalism in all interactions
Coordinate calendars, meetings, and priorities for the CFO and President
Assist with the execution of key initiatives and strategic priorities
Anticipate executive needs, bring structure to priorities, and ensure consistent follow-through on action items
Support financial tracking and reporting for charitable initiatives (e.g., Regal Foundation)
Assist with stewardship and organization of giving activities