Senior Specialist | Private Finance & Accounting

Swickard Management Company, Swickard Auto Group • Gladstone, OR

8h

About The Position

This is a high-trust role supporting ownership-level financial activity across personal and business entities. The position supports the financial activities of the Owner/CEO, Jeff Swickard, across both personal and designated business matters. Key responsibilities include accurate execution of accounting processes, maintaining organized and audit-ready financial records, and providing day-to-day cash flow support. This role requires discretion, accountability, and sound judgment when handling sensitive financial information. It offers direct exposure to ownership-level financial activity, the opportunity to work across both personal and business financial environments, and the chance to support process improvements and system enhancements, operating with a high degree of autonomy and responsibility.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 3 years of experience in accounting, finance, or similar role
• Solid understanding of accounting principles and financial reporting fundamentals
• High level of discretion and ability to manage confidential information
• Strong personal accountability and integrity
• Ability to operate effectively in a high-trust, low-supervision environment
• Strong attention to detail and organizational skills
• Proficiency in Excel and financial systems (QuickBooks, ERP systems, CDK, Reynolds & Reynolds)
• Strong analytical and problem-solving skills
• Effective communication skills with internal and external stakeholders
• Interest in process improvement and automation
• Ability to pass a background and financial credit check

Nice To Haves

• Experience supporting complex or multi-entity financial environments

Responsibilities

• Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping
• Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation
• Maintain and reconcile bank accounts, credit cards, and investment-related accounts
• Assist in the preparation of monthly, quarterly, and annual financial reports summarizing income, expenses, and cash flow
• Support cash flow tracking and facilitate timely transfers and funding between accounts as directed
• Execute bill payment processes, including tracking due dates, preparing payments, and coordinating approvals
• Maintain organized, accurate, and audit-ready financial records and documentation
• Support budgeting and forecasting activities by tracking actuals and identifying variances
• Partner with both internal and external stakeholders by providing requested documentation and information
• Identify and support opportunities to improve financial processes through standardization, automation, and system enhancements
• Utilize financial systems and tools to improve accuracy and efficiency in reporting and workflows
• Assist with financial coordination related to purchases, investments, or asset management activities
• Provide ad hoc financial reporting and analysis as requested
• Coordinate with dealership accounting teams, as needed, to ensure alignment of shared financial data
• Handle sensitive financial information with a high degree of confidentiality and professionalism
• Other duties as assigned

Benefits

• Career Path – Swickard isn’t just a job. You’ll learn and grow into different roles and be able to take on new leadership responsibilities.
• Ongoing training and support
• Opportunities for continued personal and professional growth
• We are an Equal Opportunity Employer and value diversity and inclusion at our company
• Competitive benefits package
• Insurance: medical, dental, vision, life and pet insurance
• Optional disability coverage
• 401(k) plan (no company match)
• Paid Time Off & Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior