About The Position

When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.

Requirements

  • Bachelor's degree in Accounting, Finance, or related discipline required.
  • CPA designation required.
  • 7–10+ years of progressive accounting or finance experience.
  • Experience with treasury management and cash forecasting.
  • Advanced Excel and financial modeling skills.
  • Exceptional integrity and commitment to confidentiality.
  • A polished presence with the ability to communicate effectively with family principals and trusted advisors.
  • Strong project management and organizational skills.
  • Collaborative leadership style with a service-oriented mindset.
  • Continuous improvement mentality with a focus on operational excellence and process automation.

Nice To Haves

  • Master's degree in Accounting, or Finance is a plus.
  • Experience within a family office is strongly preferred.
  • Experience with trusts, estate structures, partnerships, and private investments is highly desirable.
  • Prior experience leading projects, managing advisor relationships, or supervising staff.

Responsibilities

  • Oversee the accounting and financial reporting for multiple entities, trusts, partnerships, LLCs, and investment structures.
  • Direct both ad hoc and recurring accounting process, while ensuring transactions are recorded timely and accurately in the general ledgers.
  • Prepare and review financial statements and customized reports for principals and leadership, while also project managing the compilation and reviews of all annual reports.
  • Develop meaningful financial analyses to support investment, liquidity, and strategic planning decisions.
  • Coordinate with internal tax team to provide accurate and complete accounting records for tax reporting purposes.
  • Support tax planning initiatives by providing accurate financial information and analysis.
  • Oversee tax payments and ensure they are processed and captured in the general ledgers in a timely manner.
  • Assist management with execution of wealth preservation and succession planning initiatives.
  • Support various family office specific financial transactions, and special projects as needed.
  • Prepare short and long-term liquidity forecasts to support spending activity and principals’ obligations.
  • Approve and oversee wire transfers, capital funding, debt servicing, and other treasury transactions.
  • Oversee daily cash reconciliations and recommend strategies to improve cash utilization while maintaining appropriate liquidity.
  • Liaise with the cash management team to resolve any issues that may arise with treasury reporting or wires.
  • Oversee accounting for marketable securities, private equity, real estate, and other alternative investments.
  • Coordinate capital calls, distributions, subscriptions, redemptions, and investment documentation.
  • Support investment due diligence by reviewing financial information, fund documentation, and reporting requirements.
  • Review investment reconciliations against investment statements and performance reporting.
  • Coordinate with external advisors, investment managers, attorneys, and internal parties that support the family office.
  • Lead continuous improvement initiatives focused on automation, technology, reporting, and operational efficiency.
  • Mentor accounting staff and foster a positive work environment.

Benefits

  • professional development
  • competitive rewards
  • comprehensive benefits
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