Cercano · 5 months ago
Director, Finance
Bellevue, Washington, United States
Full-time
Onsite
Director/Executive
$185K/yr - $250K/yr
8+ years expCercano Conexión LLC is a platform providing concierge services to ultra-high net worth clients. The Director of Finance will oversee financial planning, cash management, financial reporting, accounting, tax compliance, and risk management for clients’ family offices while ensuring a client-centric, white glove service model.
Financial Services
Responsibilities
Work closely with the CEO of Conexión and the executive leadership of Cercano to establish a white-glove service model to manage the non-investment financial needs of its clients
Partner with and support the client’s family office team members to establish and achieve short and long-term operational goals
Present issues, outcomes, and solutions to the client principals and the family office team members
Partner with family office team members to develop strategic plans that drive the long-term security and stability of clients’ assets and ventures
Foster ongoing development of the client’s family office team through shared vision, alignment on roles, and reporting on key impact metrics
Demonstrate honesty, discretion, responsibility, integrity, and fulfillment of commitments
Ensure timely, consistent, and accurate preparation and analysis of client deliverables, including budgets, financial reports, and financial trends
Continuously improve clients’ budgeting processes through the implementation of operational strategy
On a regular basis, assess the clients’ cost structures to determine and achieve efficiencies
Manage the treasury platform as well as banking and lender relationships for clients
Maintain clients’ daily liquidity needs while maximizing yields on their liquid assets
Prepare and maintain cash forecasting models for the client
Oversee the client’s cash movements and funding obligations
Provide general finance and accounting (non-investment) oversight for the client
Manage the preparation and compilation of the client’s quarterly and annual financial reporting
Manage and oversee clients’ annual tax compliance; coordinate filings with third-party service providers
Provide support for the preparation and filing of tax returns and facilitate the clients’ quarterly tax payments
Act as liaison with external accountants, tax advisors, attorneys, and other consultants or contractors
Drive efficient income and estate tax planning by partnering with tax advisors and estate attorneys
Establish strong financial governance and develop detailed policies and procedures for clients
Review and ensure application of appropriate internal controls, compliance, and financial procedures, and employ systems that will improve the overall operation and effectiveness for clients
Optimize the clients’ risk management strategies, including asset protection and insurance oversight
Qualification
Required
Excellent interpersonal skills and outstanding written and oral communication skills
Exceptional client service disposition
Technical and comprehensive knowledge of all finance, financial planning, accounting, and tax areas of the business
Demonstrate the ability to stabilize and maximize financial assets in a complex environment
Experience setting personal and team benchmarks, regularly measuring success against goals, and being accountable for outcomes
Track record of collegial, collaborative work style with a record of success in building consensus and support
Familiarity with residential 'Estate' real estate is a plus
Able to represent Conexión and its clients with the highest degree of professionalism and integrity
Reliable, dependable, and able to maintain confidentiality
Solid analytical and creative problem-solving skills
Strong attention to detail
Self-motivated and proactive with the ability to work independently to meet tight deadlines and complete set tasks while managing multiple priorities
Team player; flexible to learn other responsibilities and adapt to client needs
MS Office (Word, Excel, Outlook, Power BI)
Advanced Excel skills
Experience with general ledgers (e.g., Sage Intact), a plus
Familiarity with client reporting platforms (e.g., Addepar), a plus
B.A. or B.S. in accounting, finance, or other relevant field from an accredited institution
Minimum of 8-12 years of relevant financial industry and/or family office experience
Public accounting and/or CPA is a plus
Benefits
Medical, dental and vision insurance
Health Savings Account with generous annual employer contribution
Flexible Spending Accounts for health and dependent care
Vacation and sick time off
Paid holidays
Paid parental leave
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
Company paid life insurance
Health and Wellness Benefit
Reimbursement for approved professional development activities
Company
Cercano
Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stuart Nagae
Venture Capital
Recent News
2025-12-02
Financial Sector Technology
2025-11-20
Company data provided by crunchbase