<p>We are a privately owned and operated property management group with a diverse portfolio of residential and multifamily properties across Miami with headquarters in Coral Gables. Our team takes pride in providing high-quality housing and exceptional service to our residents while maintaining a family-oriented, collaborative workplace.</p><p><br></p><p>Position Overview:</p><p>The Digital Marketing Specialist will develop, implement, and optimize digital marketing strategies to drive occupancy, strengthen brand awareness, and enhance tenant engagement. The ideal candidate will have experience in the real estate or housing industry and be bilingual (English/Spanish). This role requires a creative, tech-savvy marketer with strong analytical skills and the ability to work independently in a fast-paced, entrepreneurial environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Develop and execute digital marketing campaigns across multiple channels, including social media, email, web, and paid advertising.</li><li>Create engaging content—including graphics, videos, and written posts—to showcase properties, community features, and resident events.</li><li>Manage and optimize property listings on websites, rental platforms, and social media.</li><li>Monitor and analyze marketing metrics and campaign performance; prepare regular reports and recommendations based on data insights.</li><li>Collaborate with leasing and property management teams to ensure marketing efforts align with occupancy goals and community branding.</li><li>Maintain and update websites and digital listings, ensuring accuracy and consistency.</li><li>Coordinate photography, video tours, and virtual marketing materials for new and existing properties.</li><li>Leverage technology platforms such as Yardi, AppFolio, Buildium, or similar to integrate marketing and property data.</li><li>Organize and manage shared drives and files for marketing assets, reports, and creative materials.</li><li>Stay informed on Miami real estate trends, housing market insights, and emerging digital marketing tools.</li></ul><p><br></p><p><strong>QUALIFIED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS at 786-897-7903</strong></p>
<p><strong>Position: Travel Coordinator / Accounts Payable Specialist</strong></p><p><strong>Overview:</strong></p><p> This is a hands-on position responsible for processing travel-related invoices and arranging complex travel reservations for staff and witnesses, including air, ground, and hotel bookings. The schedule is Monday to Friday, 8:30 a.m. – 5:00 p.m.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Arrange travel accommodations, including transportation, lodging, and meals.</li><li>Audit and process travel advances, reimbursements, and related invoices.</li><li>Audit and process witness meal affidavits, airline, and car rental payments.</li><li>Reconcile reports and maintain accurate records.</li><li>Serve as a backup to other travel coordinators as needed.</li><li>Perform other related duties as assigned.</li></ul><p><br></p>
<p>A residential property is seeking a professional Leasing Agent to manage daily leasing operations and provide exceptional service to prospective and current residents. This role combines customer service, administrative support, and property management coordination.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Open and maintain the leasing office, including cleanliness and setting up refreshments for potential guests</li><li>Answer phones, check voicemail, and respond to inquiries professionally</li><li>Meet, greet, and qualify prospective residents, conduct apartment tours, and follow up on daily traffic</li><li>Ensure accurate data entry of prospect information and process applications, including credit and background checks</li><li>Prepare lease documents, conduct lease signings, and ensure apartments are ready for move-in</li><li>Provide on-site customer service to residents in support of the property manager</li><li>Assist with renewals, including sending letters and preparing documents</li><li>Collaborate with the property management team to maintain high customer satisfaction</li><li>Maintain thorough knowledge of the property, sister properties, and competitors</li><li>Monitor property safety, report violations, and respond to emergencies as required</li></ul><p><br></p>
<p>Opening for a Jr Financial Analyst</p><p> </p><p>Location: Doral, Miami</p><p>Schedule: In office standard business hours</p><p> </p><p>Salary $55-$60,000; discretionary bonus TBD</p><p>Benefits: Medical insurance, Paid Vacation, Holidays, 401k and more perks!</p><p> </p><p>Keys to this Role:</p><ul><li>at least 1 year as a Financial Analyst</li><li>experience reviewing variance analysis within Balance Sheet and P& L</li><li>a Bachelor's Degree in Finance or related studies</li><li>Bilingual in English and Spanish</li></ul><p> </p><p>Company and Job Overview: this company on a global scale specializes in perishable - agricultural goods with farms across LATAM and Europe and wholesale distribution through North America.</p><p> </p><p>The Financial Analyst role is ideal for a Junior level candidate with experience reviewing variance analysis for both Balance Sheet and P& L. And any knowledge of accounting compliance and internal controls, processes and efficiencies within month end close is very helpful. And will be collecting and reviewing data creating detailed reports with recommendations; reviewing accounting operational standards and compliance to streamline process and month end close objectives for various and offices in the different regions on a global scale. Use of Excel and Business Intelligence Tools is highly needed. The ability to communicate in both English and Spanish is essential.</p><p> </p><p>This is a great time to join an established and growing Accounting and Finance team !</p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in West Park, Florida. In this Contract-to-Permanent position, you will play a crucial role in ensuring the smooth operation of administrative tasks within a fast-paced construction environment. The ideal candidate will have excellent organizational skills, a proactive approach, and the ability to manage multiple responsibilities effectively.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to ensure efficient office operations.</p><p>• Manage and respond to inbound calls while maintaining a courteous demeanor and attention to detail.</p><p>• Perform accurate data entry and maintain records for various administrative and operational tasks.</p><p>• Assist with processing purchase orders and ensuring proper documentation.</p><p>• Support property management activities, including coordinating with vendors and contractors.</p><p>• Collaborate on subcontractor proposals and ensure timely submission of required documents.</p><p>• Prepare and manage AIA documents and related construction project paperwork.</p><p>• Maintain organized filing systems for easy retrieval and tracking of records.</p><p>• Communicate effectively with internal teams and external stakeholders to address inquiries and coordinate activities.</p>
<p>We are looking for a skilled SCM Supplier Analyst to join our client’s team in Miramar, Florida. This contract-to-permanent opportunity requires strong analytical abilities, advanced technical skills, and proficiency in tools like Excel and Tableau. This hybrid position includes working on-site four days per week and remotely on Fridays. Ideal candidates will bring hands-on experience with data analysis and demonstrate a proactive and resourceful approach to optimizing workflows and supporting business initiatives through actionable insights.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The SCM Supplier Analyst will support the Supply Chain Management team by performing detailed data analysis, creating insightful reports, and assisting with strategic initiatives. Working closely with senior and lead analysts, this role will contribute to delivering high-quality output aligned with organizational goals while collaborating with stakeholders to enhance processes and data accuracy.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Data Analysis and Interpretation:</strong> Analyze inventory, forecasting, sales, logistics, and financial data to support informed decision-making.</li><li><strong>Reporting and Presentation:</strong> Develop, manage, and present reports, scorecards, and dashboards to convey findings and recommendations to stakeholders.</li><li><strong>Process Improvement:</strong> Assess and redesign current workflows to increase efficiency and costs savings, as well as implement optimized processes.</li><li><strong>Strategic Support:</strong> Provide actionable insights and analyses to stakeholders and executives to facilitate operational improvements.</li><li><strong>Stakeholder Collaboration:</strong> Partner with cross-functional teams to identify data needs and deliver tailored support.</li><li><strong>Ad-hoc Analysis:</strong> Conduct ad-hoc data analysis as required to address organizational challenges.</li><li><strong>Data Integrity:</strong> Ensure the accuracy of reporting by implementing controls and troubleshooting errors.</li><li><strong>Problem-Solving and Innovation:</strong> Use innovative approaches to resolve business concerns and identify opportunities for growth and improvement.</li><li><strong>Continuous Improvement:</strong> Continue to refine current processes and explore new methods for optimizing analytical</li></ul><p><br></p>
<p>We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.</p><p>• Collaborate with stakeholders to gather and prioritize product features and enhancements.</p><p>• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.</p><p>• Analyze market trends and competitor activities to inform product strategies.</p><p>• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.</p><p>• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.</p><p>• Work closely with sales and marketing teams to support product launches and promotional efforts.</p><p>• Identify opportunities for innovation and propose new product ideas to meet market demands.</p><p>• Ensure compliance with industry standards and best practices in product development and management Client </p>
<p>We are seeking an experienced <strong>HR Generalist</strong> to join our team and support the daily operations of our Human Resources department. The ideal candidate will be detail-oriented, approachable, and experienced in handling payroll and HR administration through <strong>ADP Workforce Now</strong>.</p><p><br></p><ul><li>Administer payroll processing and employee records in ADP, ensuring accuracy and compliance with federal and state laws.</li><li>Coordinate all aspects of onboarding, offboarding, and benefits enrollment.</li><li>Manage employee relations, maintain personnel files, and assist in policy interpretation.</li><li>Support recruitment efforts, training, and performance management programs.</li><li>Partner with management to promote employee engagement, retention, and a positive workplace culture.</li><li>Ensure compliance with labor laws and internal HR policies.</li></ul><p><br></p>
We are offering an exciting opportunity for a Manager of Cloud Services in the Healthcare/NHS industry. The position is located in Fort Lauderdale, Florida, and involves managing our cloud infrastructure and development teams. The Manager of Cloud Services will oversee the organization's public cloud environments and Big Data systems, and will play a crucial role in implementing DevOps strategies.<br><br>Responsibilities:<br>• Oversee the design, deployment, and operation of cloud infrastructure and CI/CD pipelines.<br>• Manage a team of technical professionals responsible for maintaining and optimizing the organization's cloud infrastructure and services.<br>• Collaborate across departments in a cross-functional environment with shared resources.<br>• Manage complex projects related to cloud and DevOps initiatives.<br>• Work with senior leadership to manage vendor relationships within the scope of cloud services.<br>• Collaborate with the engineering team to implement cloud-based solutions that meet the organization's needs.<br>• Ensure the security and compliance of all cloud technologies and practices.<br>• Design, develop, and deploy modular cloud systems and applications.<br>• Manage multiple systems and applications, ensuring operational integrity and accessibility for concurrent users.<br>• Implement Infrastructure as Code (IaC) and maintain configuration management best practices.<br>• Develop and execute DevOps strategies, focusing on CI/CD pipelines and automation tools.<br>• Manage and maintain Big Data solutions.<br>• Manage cloud-related budgets, optimizing costs while maintaining service quality.
We are looking for a detail-oriented Full Charge Bookkeeper to join our team in Miami, Florida. This Contract-to-Permanent position offers an opportunity to manage comprehensive bookkeeping tasks while contributing to the financial organization of our operations. The ideal candidate will excel in maintaining accurate records and ensuring seamless financial processes.<br><br>Responsibilities:<br>• Prepare and process invoices for online sales and consignments, ensuring accuracy and timely billing.<br>• Manage vendor invoices and payments, maintaining organized accounts payable records.<br>• Track and maintain detailed inventory records for fine jewelry, ensuring accurate documentation and reporting.<br>• Utilize QuickBooks to maintain financial records, reconcile accounts, and generate comprehensive financial reports.<br>• Create and manage spreadsheets to organize financial data and support day-to-day operations.<br>• Perform accurate data entry for all financial transactions, ensuring consistency and integrity.<br>• Collaborate with team members to ensure smooth financial operations and resolve discrepancies.<br>• Monitor and reconcile bank accounts, ensuring alignment with financial records.<br>• Assist with financial audits and reporting as required.
Provide resources to assist individuals and departments to define and document key processes and work instructions.<br>Review the process audit schedule and perform process audits based on review schedule.<br>Review the key quality metrics and identify trends and out of control variables.<br>Communicate quality deficiencies to the individual that is responsible for correcting the deficiency.<br>Review Batch Records and ensure completion and accuracy.<br>Perform initial investigation on corrective action requests.<br>Respond to quality issues and develop a reaction plan to the incident.<br>Communicate the status of active projects weekly with all appropriate personnel affected.<br>Manage internal and external reject areas.<br>Inspect non-conforming material with responsible team and determine disposition.<br>Perform customer and supplier quality audits.<br>Maintain regulatory compliance agreements and standards.<br>Hold weekly meetings to provide directions and resources needed.<br>Lead, coach, and mentor teams to ensure success of Quality Policy and system.<br>Follow-up with action items from projects to ensure completion of necessary tasks.
<p><strong>Requirements – Bookkeeper (QuickBooks)</strong></p><ul><li>2+ years of bookkeeping experience in a small to mid-size business environment.</li><li>Proficiency in QuickBooks (Online or Desktop) — including invoicing, reconciliations, and reporting.</li><li>Strong understanding of Accounts Payable, Accounts Receivable, and General Ledger.</li><li>Experience preparing bank and credit card reconciliations.</li><li>Ability to generate financial reports (Profit & Loss, Balance Sheet, Cash Flow).</li><li>Working knowledge of Microsoft Excel and other accounting tools.</li><li>Detail-oriented with strong analytical and organizational skills.</li><li>Ability to multi-task and meet deadlines in a fast-paced environment.</li><li>Excellent written and verbal communication skills.</li><li>Associate or Bachelor’s degree in Accounting, Finance, or Business preferred.</li></ul><p><br></p>
We are looking for an experienced IT Security Specialist to join our team in Coral Gables, Florida. In this critical role, you will oversee and strengthen our cybersecurity measures, ensuring the protection of sensitive data and compliance with industry standards. This is a long-term contract position within the banking industry, offering the opportunity to contribute to a secure and resilient IT environment.<br><br>Responsibilities:<br>• Monitor system access and security events across applications and infrastructure to identify potential threats.<br>• Lead investigations into cybersecurity incidents, including forensic analysis and incident response planning.<br>• Manage and optimize role-based access controls and privileged user access to safeguard sensitive data.<br>• Collaborate with external vendors and internal teams to address vulnerabilities and implement effective security solutions.<br>• Conduct risk assessments to align with organizational and regulatory cybersecurity standards.<br>• Gather evidence for cybersecurity maturity evaluations and ensure adherence to compliance frameworks.<br>• Maintain and configure perimeter and datacenter firewalls, such as Palo Alto, to enhance network security.<br>• Oversee endpoint protection, including patch management and vulnerability remediation, to ensure robust defenses.<br>• Participate in change management processes to evaluate and approve security impacts of infrastructure updates.<br>• Document and maintain audit trails for all security-related changes to ensure accountability and transparency.
<p>Our Boca Raton branch is currently searching for a Talent Manager for our Contract Accounting & Finance team. Our Talent Managers work in a team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in accounting and finance departments. You will be able to use your business acumen and negotiating skills as you network in the accounting and finance business community.</p><p> </p><p><br></p>
<p>Robert Half is partnering with a global company is seeking a Real Estate Counsel to join its legal team. This role offers the opportunity to work on sophisticated commercial, real estate, and transactional matters in a collaborative legal team. Compensation includes a base salary, annual bonus, long-term incentives (Total Compensation up to $240,000), and comprehensive benefits (hybrid with 1 day remote per week, 4 weeks PTO to start, 100% insurance covered and up to $4000 401k contribution) with strong work-life balance and no billable hours.</p><p>Responsibilities</p><ul><li>Draft, review, and negotiate a variety of commercial and real estate agreements (leases, licensing, MSAs, LOIs, software, NDAs).</li><li>Provide legal support to business teams on contracts, obligations, and risk management.</li><li>Provide legal support for business development activities and new initiatives.</li><li>Collaborate across business units and legal teams on due diligence.</li><li>Manage outside counsel on litigation matters as needed.</li></ul><p><br></p><p>Apply in confidence and send resume to Deb Montero on LinkedIn. </p><p><br></p>
<p>We are seeking an experienced Accountant with a strong background in private equity accounting and fund reporting. The ideal candidate will be detail-oriented, analytical, and capable of managing complex investment structures and financial data while ensuring compliance with GAAP and partnership agreements.</p><p><br></p><ul><li>Prepare and maintain fund and management company financial statements</li><li>Record journal entries, reconcile accounts, and manage general ledger activity</li><li>Process capital calls, distributions, and partner allocations</li><li>Track and reconcile investments, commitments, and carried interest</li><li>Assist with quarterly and annual investor reporting packages</li><li>Coordinate with auditors, administrators, and external tax advisors</li><li>Support compliance with fund documents and accounting policies</li><li>Provide analysis on portfolio performance and financial metrics</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Payable Clerk to join our team in Miami, Florida in Doral. In this role, you will handle essential financial tasks, ensuring accuracy and compliance in processing invoices, reconciling credit card transactions, and managing payments. The ideal candidate is bilingual in English and Spanish, possesses strong organizational skills, and has experience with QuickBooks. This will be supporting our commercial appliance branch that renovates apartment complexes and new construction. THIS IS AN ONSITE ROLE. </p><p><br></p><p>Responsibilities:</p><p>• Process and code invoices accurately, maintaining proper records.</p><p>• Conduct regular check runs to ensure timely payments to vendors.</p><p>• Manage credit card reconciliations and resolve discrepancies.</p><p>• Utilize QuickBooks to track and manage accounts payable transactions.</p><p>• Verify and process bill payments in accordance with company policies.</p><p>• Maintain an updated inventory of assets and track related expenses.</p><p>• Communicate with vendors to address payment inquiries or disputes.</p><p>• Ensure compliance with financial regulations and internal procedures.</p><p>• Collaborate with the accounting team to support month-end closing activities.</p><p><br></p><p><br></p><p><strong>QUALIFIED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p>
<p>Robert Half is seeking a motivated and detail-oriented Recruiter to support one of our clients with full-cycle recruiting and talent acquisition efforts. The ideal candidate will have strong communication skills, a proactive mindset, and the ability to manage multiple requisitions in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage the full recruitment cycle, including sourcing, screening, interviewing, and coordinating offers</li><li>Partner with hiring managers to understand hiring needs and develop effective recruitment strategies</li><li>Post job openings on multiple platforms and maintain an active candidate pipeline</li><li>Conduct reference checks and assist with onboarding coordination</li><li>Maintain accurate and up-to-date candidate information in the applicant tracking system (ATS)</li><li>Support other HR and administrative projects as needed</li></ul><p><br></p>
<p>A professional office located in Downtown Miami is seeking a Bilingual Receptionist (English/Spanish) to join their team. The ideal candidate will have strong communication skills, a polished demeanor, and the ability to handle a fast-paced front desk environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Greet clients and visitors in a professional and friendly manner</li><li>Answer and direct incoming calls promptly</li><li>Assist with scheduling, filing, and basic administrative tasks</li><li>Maintain an organized and welcoming front desk area</li><li>Support office staff with daily administrative needs</li></ul><p><br></p>
<p> We are seeking a detail-oriented <strong>Accounts Payable Specialist</strong> with at least <strong>5 years of experience</strong>. The ideal candidate will be responsible for managing the full-cycle accounts payable process, ensuring accuracy, timeliness, and compliance with company policies.</p><p><br></p><ul><li>Process invoices, check requests, and expense reports in Blackbaud</li><li>Match purchase orders, verify approvals, and ensure proper coding</li><li>Maintain vendor records and respond to inquiries</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Assist with month-end closing and prepare AP reports</li><li>Ensure compliance with internal controls and accounting policies</li></ul><p><br></p>
<p>The Machine Learning Engineer will be responsible for creating and implementing scalable machine learning models to support our business objectives. You will collaborate with data scientists, engineers, and product teams to build intelligent systems that process large-scale data and provide actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Design, develop, and optimize machine learning models and algorithms for real-world applications.</li><li>Build and maintain scalable data pipelines to preprocess, clean, and analyze large datasets.</li><li>Deploy, monitor, and maintain machine learning models in production environments.</li><li>Collaborate with cross-functional teams to understand business requirements and translate them into ML solutions.</li><li>Conduct experiments and performance evaluations to improve model accuracy, efficiency, and scalability.</li><li>Leverage cloud platforms (AWS, Azure, GCP) and tools for model deployment and MLOps.</li><li>Document processes, methodologies, and results for reproducibility and knowledge sharing.</li><li>Stay up-to-date with the latest advancements in AI/ML technologies and incorporate them into projects as needed.</li></ul><p><br></p>
<p><strong>Bookkeeper / Office Manager</strong></p><p><strong>Overview:</strong></p><p> A well-established organization in Downtown Miami is seeking a professional and experienced <strong>Bookkeeper/Office Manager</strong> to oversee day-to-day accounting and administrative operations. The ideal candidate will have a proven track record of stability, attention to detail, and strong communication skills to support executive management.</p><p><strong>Schedule:</strong></p><ul><li>Monday to Friday, 8:30 AM – 5:00 PM</li><li>Onsite role (not remote)</li><li>Manage daily accounting operations including accounts payable, accounts receivable, general ledger, payroll, and benefits</li><li>Oversee month-end and year-end processes</li><li>Prepare financial reports and statements</li><li>Calculate bonuses, expense reimbursements, and commissions</li><li>Conduct variance analysis for revenue and expenditures</li><li>Manage 1099 contracting and maintain accurate fiscal records</li><li>Coordinate annual audits and ensure compliance with accounting standards</li><li>Recommend process improvements and enforce accounting policies and procedures</li><li>Support general office operations and basic HR functions</li></ul><p><br></p>
<p>As a Senior Software Developer, you will play a critical role in designing, developing, and maintaining robust software solutions. You will collaborate with cross-functional teams, mentor junior developers, and contribute to the technical direction of projects. Your expertise will ensure the delivery of scalable, secure, and maintainable systems that align with business objectives.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead the design and development of software applications, ensuring adherence to best practices and coding standards.</li><li>Collaborate with product managers, architects, and stakeholders to gather requirements and define technical specifications.</li><li>Develop scalable and maintainable code using modern programming languages and frameworks.</li><li>Conduct code reviews, provide constructive feedback, and mentor junior team members.</li><li>Troubleshoot and resolve complex software issues, ensuring minimal downtime and impact.</li><li>Optimize application performance, scalability, and security through continuous improvement.</li><li>Contribute to the design and implementation of APIs, microservices, and distributed systems.</li><li>Stay updated on emerging technologies and recommend innovative solutions to enhance development practices.</li><li>Participate in Agile ceremonies, including sprint planning, daily stand-ups, and retrospectives.</li><li>Ensure proper documentation of code, processes, and technical decisions.</li></ul><p><br></p>
<p>Employee Relations Manager</p><p><strong>Department:</strong> Human Resources</p><p><br></p><p>This position serves as a key resource for addressing complex workplace issues and ensuring fair and consistent employment practices. The Employee Relations Manager provides guidance on sensitive matters such as investigations, policy interpretation, and employee coaching. The ideal candidate is both strategic and hands-on, capable of navigating challenging situations while helping to cultivate a respectful, compliant, and performance-oriented work environment.</p><p>What You’ll Do</p><p><strong>Issue Resolution & Investigations</strong></p><ul><li>Manage the full lifecycle of employee relations cases, including concerns related to conduct, performance, and policy adherence.</li><li>Collaborate with HR partners and legal advisors to ensure outcomes align with organizational standards and employment regulations.</li><li>Maintain accurate records of investigations and conclusions while upholding confidentiality.</li></ul><p><strong>Policy & Risk Management</strong></p><ul><li>Apply employment policies and labor laws across multiple jurisdictions.</li><li>Track legislative developments and recommend policy refinements or communication plans when needed.</li><li>Support the development of frameworks that reduce organizational risk and promote employee well-being.</li></ul><p><strong>Coaching & Advisory Support</strong></p><ul><li>Advise leaders on corrective action, performance conversations, and separation processes.</li><li>Mentor managers and employees to navigate workplace challenges constructively.</li><li>Create and facilitate training focused on conflict resolution, respectful communication, and leadership accountability.</li></ul><p><strong>Culture & Engagement Support</strong></p><ul><li>Partner cross-functionally to drive initiatives that strengthen trust, inclusion, and accountability.</li><li>Analyze trends in workforce behavior and provide recommendations to inform strategic decisions.</li><li>Contribute to ongoing improvements in HR processes and reporting related to employee relations.</li></ul><p> </p>
<p>We are a boutique SEC-registered investment advisory firm specializing in tax-efficient investment strategies for high-net-worth individuals and families. Our team of 6–10 professionals delivers comprehensive financial planning, portfolio management, and tax-optimized solutions with a personalized approach.</p><p><br></p><p>The Controller will oversee all aspects of the firm’s financial operations, including accounting, reporting, budgeting, and compliance support. This role requires a hands-on, detail-oriented finance professional who can manage daily accounting processes while contributing strategically to operational efficiency and financial planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manage the firm’s general ledger, journal entries, and month-end close processes.</li><li>Prepare financial statements, budgets, forecasts, and variance analyses.</li><li>Oversee accounts payable, receivable, payroll, and expense tracking.</li><li>Ensure regulatory compliance with SEC and state filing requirements in coordination with the Chief Compliance Officer.</li><li>Maintain internal controls and implement accounting best practices.</li><li>Support external audits and liaise with tax preparers and custodians.</li><li>Assist management with performance metrics, profitability analyses, and cost optimization.</li><li>Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and operational planning.</li></ul><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY and reach out to Stefanie Furniss 786-897-7903 </strong></p>
