"Alerted.org

Job Description

Seeking a highly organized and proactive professional to oversee financial operations and reporting for client entities within a dynamic family office environment. This role involves managing accounting systems, ensuring GAAP compliance, and driving strategic financial planning and risk assessment. The ideal candidate will lead operational finance, support business integration, and enhance internal controls and processes. Strong communication and collaboration skills are essential for cross-functional teamwork and client service excellence.

Must be comfortable in a fast-paced setting, capable of autonomous work, and committed to continuous improvement. Leadership in team development and a growth-oriented mindset are key to success in this role.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

8-10 years of Family Office, Financial Services, or Business Management Experience

5+ years of experience in tax preparation and review

CPA, CMA, CSE required

Experience in managing several concurrent projects for family office groups

Comfortable with 5 days in office in LA Prior experience managing a team null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].