ONE

Director, Finance

ONE

full-time

Posted on:

Location Type: Office

Location: Bellevue • Washington • 🇺🇸 United States

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Salary

💰 $185,000 - $250,000 per year

Job Level

Lead

About the role

  • Serving in a financial oversight role to clients of Conexión
  • Direct engagement and working onsite within family office settings
  • Covering a wide spectrum of responsibilities including overseeing financial planning, cash management, financial reporting, accounting, tax compliance, and risk management
  • Reporting to the CEO of Conexión and liaising directly with the clients’ principals and family office team members
  • Establishing a white-glove service model to manage non-investment financial needs of clients
  • Managing preparation and analysis of client deliverables, including budgets, financial reports, and financial trends
  • Assessing clients’ cost structures to determine efficiencies
  • Managing treasury platform as well as banking and lender relationships for clients
  • Providing general finance and accounting oversight for clients
  • Managing preparation of clients’ quarterly and annual financial reporting
  • Establishing strong financial governance and developing detailed policies and procedures for clients

Requirements

  • 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
  • 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
  • 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
  • Computer skills 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
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningcash managementfinancial reportingaccountingtax compliancerisk managementanalytical skillsproblem-solving skillsadvanced Excel skillsgeneral ledgers
Soft skills
interpersonal skillswritten communicationoral communicationclient service dispositioncollaborative work styleprofessionalismintegrityattention to detailself-motivatedteam player