Family Office Finance & Executive Coordinator - Craft Your Future With Us✨

Key Responsibilities

• Own the full-cycle bookkeeping, including journal entries, reconciliations, and month-end close
• Track intercompany transactions and ensure proper documentation
• Prepare financial data and reports to support leadership decision-making
• Auxiliary 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 family office and shareholder support
• Aid in the preparation of financial reports and materials for ownership
• Support communication and coordination with family stakeholders
• Support philanthropic and foundation support
• Aid in financial tracking and reporting for charitable initiatives (e.g., Regal Foundation)
• Aid in stewardship and organization of giving activities

Required Qualifications

• 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

Preferred Qualifications

• 7-10+ years of relevant experience in financial operations or family office environments
• 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)