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Cresset · 2 weeks ago

Associate, CFO Services

Atlanta, GA

Full-time

Onsite

Entry Level

$75K/yr - $85K/yr

3+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth experiences for clients. They are seeking an Associate for their CFO Services team to manage bookkeeping, bill payments, and cash management while ensuring effective communication with high-net worth clients.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Glenn Hecht

Responsibilities

Family entity bookkeeping, which may include individuals, revocable trusts, or other related entities

Timely, accurate, and reliable bill pay

Cash management services including ensuring sufficient funds to make required payments

General ledger maintenance, balance sheet reconciliations, and cost allocations

Maintain sources and uses of cash reporting for family members

Support financing and financial operations related to residential holdings and acquisitions

Interface with clients, and client advisors (investment, tax, other), and others on CFO Services team to ensure excellent communication takes place

Qualification

General Ledger systemsAccounting experienceBookkeepingCash managementMicrosoft ExcelCommunication skillsTime managementProblem-solvingTeam collaboration

Required

Education and/or 3+ years of experience in accounting, or bookkeeping and bill pay activities, with direct experience working within General Ledger systems (e.g. QuickBooks)

Strong written, oral, and interpersonal communication skills

Excellent time management skills including multi-tasking and prioritizing of responsibilities across multiple points of contact in a deadline-driven environment

Exceptional problem-solving capabilities in an entrepreneurial environment

Solid skills and experience using Microsoft Office products, including and most importantly, Excel

Ability to work independently and collaborate as a team