Senior Finance Administrator


Dallas, TX

Date Posted:

June 6, 2019

Employment Type:


Job Reference:


Staffing Area:

Full-Time Accounting & Finance

Robert Half is hiring outstanding candidates for a family office investment group. We are looking for an agile and savvy Controller (Senior Finance Administrator) with stellar intuitive, analytical and support skills to report to the CEO. The environment is fast-paced with multiple overlapping deadlines. Changing priorities will be required, along with a great attitude and mental focus. You will learn the business and executive needs thoroughly, to ensure all details are covered in your day-to-day functions. This position requires completion of complex duties and projects and a processing of confidential and detailed information that must remain secure in your possession. The Controller will assist with month end closing, complete audit schedules, account reconciliations, Accounts Payable (A/P) and Accounts Receivable (A/R) processes. The Controller position is a direct hire opportunity and is in the North Dallas area. Ideal candidates should send their resume to Jarrett Karrington at Jarr[email protected] or connect with me at


• Liaison and interface with CEO/Owners’ private wealth management team including financial planners, attorneys, accountants, etc.
• Responsible for the review, documentation and maintenance of all relevant financial records
(banking, credit, investment) for tax preparation purposes
• Ability to analyze and manage tax related documents, such as K-1s, and provide relevant feedback to CEO/Owners
• Monitor banking, credit and investment accounts of CEO/Owners
• Prepare and/or reconcile financial month-end and quarterly variance reports pertaining to private investment accounts
• Review and audit of financial statements and reports with relevant feedback to CEO/Owners • Data Analysis
• Upload and reconcile monthly bank statements in QuickBooks
• Upload and reconcile monthly credit card statements in QuickBooks
• Review P&L from QuickBooks on a monthly basis with CEO/Owners to ensure proper categorization of entries
• Manage office payables/receivables
• Develop reports, projections and project presentations, as needed
• Manage 3rd party vendor and contractor relationships
• Provide back-up support to Executive Assistant/Personal Assistant, as needed (i.e. Executive travel prep, scheduling of meetings, appointments, personal errands, etc.
• Participate in the review and analysis process for incoming business investment opportunities for viability and potential for success
• Accelerate the investment and business development process by organizing, tracking, and reporting milestones and progress
• Manage and execute on business-related projects
• Conduct business research on complicated strategic issues
• Participate in business meetings and take notes; provide CEO with meeting recaps
• Interface with contractors, attorneys and vendors on behalf of CEO/Owners
• Coordinate flow of information between executive management, business groups, and attorneys
• Schedule and organize ad hoc meetings and agendas for all participants and coordinate all logistical requirements for meetings and events
• Represent company and Owners with highest degree of professionalism and decorum
Skill Requirements:

• Has solid command of Microsoft Office Applications (Excel, PowerPoint & Word)
• Excellent Excel Skills
• Experience and solid proficiency in QuickBooks
• Is technologically savvy
• Strong written and verbal communication skills
• Attention to detail
• Aptitude for logical thinking
• Demonstrated ability to analyze and synthesize large amounts of data and information
• Commitment to professional ethics
• Demonstrated experience working with sensitive and confidential information
• Can multi-task across myriad tasks and timelines
• Is performance driven, highly motivated and desires to succeed
• Experience in research and report writing
• Ability to interpret operational and financial data, financial statements, and to prepare clear, concise management reports
• Can demonstrate strong interpersonal skills with an ability to work within both an internal independent environment and an internal/external team environment
• Possesses solid project management skills
• Has Fast keyboarding (65wpm) and note-taking skills

Education and Experience Requirements:

• Bachelor’s degree in Accounting, Finance or related field required;
• 7-10 years proven work as a Finance Administrator, Finance Assistant or similar role; • OR equivalent combination of education and experience

Additional Requirements:
• May work flexible schedule to adapt to executive’s needs, including some Sundays
• Up to 15% travel may be required
• Small family office experience preferred

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

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14951 Dallas Parkway
Suite 350
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