What are the responsibilities and job description for the ASSOCIATE, CFO SERVICES position at Cresset Capital?
Job Details
Description
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 400 team members in more than twenty offices throughout the United States.
Job Description
Cresset is seeking an Associate, CFO Services with experience in operational accounting, cash management, bill pay, and payroll administration. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity. This position will report directly to the Managing Director, CFO Services.
Key Responsibilities
- Integrated accounting and cash flow modeling
- Family bookkeeping
- Accurate, and reliable bill pay
- Trust/fiduciary account and distribution calculations
- Cash management services
- 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
Qualifications
- Bachelor’s Degree required in Accounting, Finance, or Business; CPA preferred
- 3 years of experience working with HNW or UHNW clients
- Proficient understanding of accounting and tax principals
- Excellent time management skills including multi-tasking and prioritizing of responsibilities
- Exceptional problem-solving capabilities in an entrepreneurial environment
- Strong written, oral, and interpersonal communication skills
- Solid skills and experience using all Microsoft Office products including Excel and PowerPoint
- Familiarity with QuickBooks and other general ledger software, a plus
- Ability to work independently and collaborate as a team
What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. As such, Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
