<p>We are looking for an experienced Audit and Tax Manager to join our dedicated services team in Southlake, Texas. In this role, you will oversee the preparation and review of complex tax returns, ensuring compliance with federal, state, and local regulations. This is an excellent opportunity for an experienced tax expert to contribute to a well-established and growth-focused organization.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and review of intricate tax returns, including partnerships, corporations, and other business entities.</p><p>• Collaborate with clients to provide strategic tax planning and advisory services.</p><p>• Ensure compliance with all relevant tax laws and regulations at federal, state, and local levels.</p><p>• Lead and mentor a team of tax experts, fostering growth and development.</p><p>• Stay updated on changes in tax legislation and assess their impact on clients.</p><p>• Work closely with other departments to support cross-functional initiatives and ensure seamless service delivery.</p><p>• Develop and maintain strong client relationships, acting as a trusted advisor on tax-related matters.</p><p>• Identify opportunities for process improvement and implement best practices to enhance efficiency.</p><p>• Assist in the resolution of complex tax issues, including audits and appeals.</p>
We are looking for a Workplace Experience Coordinator to join our team in Dallas, Texas. This Contract position requires an individual with excellent organizational skills and a strong focus on customer service to support office operations and ensure a seamless experience for employees and visitors. The role involves handling a variety of workplace services and administrative tasks in an in-person office environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact for visitors by issuing passes, managing parking arrangements, and adhering to security protocols.<br>• Coordinate recreational, dining, and business activities for employees and guests, ensuring all arrangements are confirmed and executed efficiently.<br>• Oversee janitorial and maintenance work orders, ensuring timely resolution and liaising with vendors to provide workplace services.<br>• Organize and manage on-site events, including setup, breakdown, and delivery of necessary supplies.<br>• Respond to inquiries and complaints from employees, guests, and coworkers in a meticulous and service-oriented manner.<br>• Follow property-specific security and emergency procedures, notifying the appropriate parties to maintain building safety.<br>• Provide support for reception and administrative tasks, offering backup coverage when needed.<br>• Manage office supply inventory and mail services, ensuring seamless operations and onboarding processes.<br>• Communicate detailed information effectively within the team while following manager-provided directions.<br>• Solve straightforward problems using established procedures and demonstrate consistency in task execution.
<p>We are looking for an experienced Accounting Manager to join our client's first-class team in Fort Worth, Texas. In this role, you will oversee key financial processes, including managing depreciation expenses, ensuring compliance with financial regulations, and collaborating with various departments to support strategic financial planning. This position offers the opportunity to work in a dynamic environment, contributing to the financial stability and growth of a leading company in the transportation industry.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the monthly depreciation expense close process and collaborate with internal departments to streamline and improve workflows.</p><p>• Implement and regularly update depreciation rates in financial systems to ensure accuracy and compliance.</p><p>• Perform month-end close tasks, including income statement analysis, variance explanations, account reconciliations, and preparing monthly financial reports.</p><p>• Prepare and review annual and quarterly financial reports related to fixed asset depreciation, address tax inquiries, and manage schedules for regulatory filings.</p><p>• Develop comprehensive annual and long-term plans for depreciation expense and accumulated depreciation projections.</p><p>• Partner with internal teams such as Capital Planning, Forecasting, and Reporting to address accounting issues and mitigate potential risks.</p><p>• Coordinate quarterly data collection and analysis for purchase obligation and asset retirement obligation reports and conduct annual asset impairment reviews.</p><p>• Conduct ad-hoc financial projects and perform technical research to support business decisions.</p><p>• Maintain key internal controls to ensure compliance with financial regulations.</p><p>• Collaborate with external auditors to address inquiries and ensure adherence to accounting standards.</p>
We are seeking a Tax Manager based in Fort Worth, Texas, who will primarily function in the public sector. The role is an exciting opportunity that involves the preparation and review of federal and multi-state income tax returns, tax planning and research, and providing high-quality client service. The role also necessitates effective teamwork and mentorship skills.<br><br>Responsibilities:<br><br>• Accurately prepare and review federal and multi-state income tax returns for individuals, corporations, partnerships, and nonprofit organizations<br>• Conduct tax planning and research to stay ahead of tax regulations and policies<br>• Work efficiently as part of a team to complete projects and assigned tasks within set deadlines<br>• Train and mentor staff to foster a conducive learning environment and improve team skills<br>• Deliver timely, high-quality client service that consistently meets or exceeds client and firm expectations<br>• Continually further your knowledge and skills through continuing education and ongoing detail oriented development<br>• Interact with clients and provide tailored tax advice to suit individual needs<br>• Utilize various accounting software systems including ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, ERP - Enterprise Resource Planning<br>• Comply with accounting functions, auditing, and entity formation<br>• Apply knowledge of income tax accounting to enhance efficiency and accuracy.
Are you an experienced IT Auditor with a passion for delivering impactful solutions in the financial services industry? Do you value a culture that emphasizes work-life balance, the opportunity to work on engaging projects, and continuous learning and growth? If so, we have a fantastic client ready to permanent an IT Audit Senior Consultant! <br> Our client's culture offers an environment where innovation, collaboration, and detail oriented development thrive. Based in the exciting and growing Dallas, Texas market, this role provides a platform to work with cross-functional teams on meaningful projects, while maintaining a supportive and flexible work setting. <br> What You’ll Do As an IT Audit Senior Consultant, you’ll bring your expertise in assessing and enhancing IT systems, processes, and controls, specifically for clients in the dynamic and evolving financial services sector. Your primary responsibilities will include: Perform Comprehensive IT Audits: Assess IT systems, controls, and data integrity, ensuring compliance with regulatory standards including Sarbanes-Oxley (SOX). Identify & Mitigate Risks: Evaluate client IT environments to identify potential risks and deliver tailored recommendations to strengthen controls. Enhance Governance Frameworks: Assist clients in bolstering IT governance structures and implementing effective internal control mechanisms. Leverage Data Analysis: Utilize advanced Microsoft Excel skills for data analysis, producing meaningful insights, and generating actionable reports. SOX Compliance & Operational Audits: Ensure operational processes meet SOX requirements and other applicable standards. Document Findings & Recommendations: Develop detailed reports with impactful solutions that address audit findings and align with client needs. Collaborate Cross-Functionally: Partner with internal and client teams to design and deliver innovative audit strategies. Mentor and Support: Guide entry level team members, sharing knowledge and supporting their detail oriented development. What This Position Work-Life Balance: Enjoy a flexible and supportive environment that values your personal time and work-life harmony. Exciting Engagements: Contribute to cutting-edge projects within the financial services industry, working with diverse clients across the national landscape. detail oriented Development: Gain exposure to new technologies, approaches, and areas of consulting, with opportunities for continuous learning and growth. Supportive Environment: Collaborate with a dynamic group of professionals in a culture that prioritizes accountability, respect, and teamwork.
<p>We are looking for an experienced and detail-oriented Director of Accounting to lead our client's accounting operations in Dallas, Texas. In this role, you will oversee financial reporting, compliance with accounting standards, month end close, bank reporting and the management of a skilled accounting team. The ideal candidate will bring strong technical accounting expertise, leadership capabilities, and a commitment to maintaining accuracy and transparency in financial processes. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, to [email protected].</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of financial statements for internal and external stakeholders, including lenders, investors, and auditors.</p><p>• Conduct technical research to ensure compliance with applicable accounting standards and regulations.</p><p>• Develop, implement, and maintain accounting policies and procedures to streamline operations and ensure consistency.</p><p>• Manage and mentor the accounting team, providing guidance on special projects and ad hoc reporting.</p><p>• Collaborate with external auditors during the annual audit process and assist in preparing audit schedules.</p><p>• Ensure uniform accounting practices across multiple business entities within the organization.</p><p>• Monitor compliance with generally accepted accounting principles (GAAP), internal controls, and company policies.</p><p>• Analyze financial data to support strategic decision-making and operational improvements.</p><p>• Address and resolve any accounting-related issues or challenges that arise.</p><p>• Lead initiatives to enhance accounting systems and processes for efficiency and accuracy.</p>
<p>We are looking for a detail-oriented Payroll Clerk to join our team in Frisco, Texas. In this long-term contract position, you will play a crucial role in ensuring accurate and timely payroll processing while supporting the overall payroll operations. The ideal candidate will have experience in payroll administration and possess strong organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Calculate employee compensation based on hours worked, salary structures, bonuses, and commissions.</p><p>• Process payroll taxes, deductions, and other payroll-related expenses with precision.</p><p>• Manage garnishments, adjustments, and other modifications to employee pay as necessary.</p><p>• Collaborate with the Payroll Manager or Supervisor to ensure compliance with payroll policies and procedures.</p><p>• Maintain accurate payroll templates and salary structures to streamline operations.</p><p>• Oversee and report on expense reimbursements and other payroll-related financial activities.</p><p>• Handle worker's compensation claims and ensure proper documentation and reporting.</p><p>• Support the implementation of bonus programs and commission functions as needed.</p><p>• Regularly audit payroll data to identify and address discrepancies.</p><p>• Provide replacement coverage for payroll functions during employee absences.</p>
We are looking for a Senior Director of Finance to oversee financial operations for a diverse portfolio within the Emerging Businesses Group. This role partners with senior leadership to drive strategic growth, ensure robust financial planning, and provide insightful analytics to support decision-making. As a key leader, you will guide a team of finance experts and foster a culture of accountability and continuous improvement.<br><br>Responsibilities:<br>• Collaborate with senior leadership to align financial strategies with operational goals and long-term growth plans.<br>• Lead the finance function for multiple business units, ensuring accurate reporting and analysis tailored to their unique requirements.<br>• Develop and manage annual budgets, oversee month-end close processes, and ensure timely financial reporting.<br>• Provide actionable insights on cash flow forecasts and other key metrics to optimize business performance.<br>• Drive continuous improvement in financial processes, systems, and analytics across the organization.<br>• Build and mentor a high-performing team, fostering growth and accountability.<br>• Act as a liaison between the Emerging Businesses Group and broader organizational leadership to ensure alignment on financial priorities.<br>• Synthesize complex financial data from various sources to support strategic decision-making.<br>• Champion a culture of innovation and operational excellence within the finance team.<br>• Ensure compliance with all financial regulations and organizational policies.
We are offering an exciting opportunity for a Director of Finance in LAKE DALLAS, Texas. This role is crucial to our operations as it involves leading financial strategies, conducting financial analysis, and ensuring the accuracy of financial records. In addition, you will be responsible for financial reporting and the development of financial policies and procedures.<br><br>Responsibilities: <br>• Act as the primary financial advisor, providing leadership and direction in financial strategies and priorities<br>• Conduct in-depth financial and resource analysis of operations, evaluating the organization's needs and recommending resource requirements<br>• Develop short and long-range revenue and expenditure forecasts, as well as multi-year forecast models<br>• Monitor status reports, perform financial impact analysis, and recommend budget and planning adjustments as needed<br>• Oversee accounting activities related to general ledger, accounts receivable, and accounts payable, along with monthly bank statement reconciliation<br>• Ensure the quality of financial activities by verifying the accuracy of financial records<br>• Direct external financial reporting, including the preparation of financial statements and development of Comprehensive Annual Financial Report (CAFR)<br>• Establish internal financial controls and ensure compliance with all laws, policies, and best practice standards in financial, accounting, budget, and procurement activities<br>• Develop, monitor, and audit finance and procurement policies, practices, and procedures
We are looking for a Travel & Expense Lead to oversee corporate travel and expense operations within our organization in Irving, Texas. In this role, you will ensure compliance with company policies, manage vendor relationships, and contribute to process improvements that enhance efficiency. This position offers the chance to collaborate across multiple departments and play a key role in supporting cost-control initiatives.<br><br>Responsibilities:<br>• Oversee corporate travel and expense processes, ensuring adherence to company policies and guidelines.<br>• Resolve escalated issues related to travel and expense operations promptly and professionally.<br>• Drive process improvements to streamline workflows and enhance operational efficiency.<br>• Monitor and analyze travel and expense reports to identify trends and opportunities for cost reduction.<br>• Manage corporate card programs, including reconciliation and vendor relationships.<br>• Provide backup support to the Travel & Expense Manager as needed.<br>• Assist in training team members to ensure consistent understanding and application of policies.<br>• Collaborate with finance, HR, and leadership teams to improve employee experience and operational effectiveness.<br>• Conduct regular audits to ensure accuracy and compliance in travel and expense reporting.<br>• Support purchasing activities related to travel and expense operations.
<p>In this role, you will work in a fast-paced environment, gaining valuable skills in time management, problem-solving, and technical troubleshooting. You will be responsible for providing deskside support, managing hardware deployments, and ensuring system reliability.</p><p> </p><p>Key Responsibilities:</p><ul><li>Serve as the primary point of contact for on-site technical support and break/fix tasks for desktops and laptops</li><li>Deploy and configure Windows 10/11 devices and provide user orientation</li><li>Utilize tools such as ServiceNow for ticket management and asset tracking</li><li>Perform system maintenance, software upgrades, backups, and recovery tasks</li><li>Provide technical guidance to Tier 2 and Tier 3 teams as needed</li><li>Support disaster recovery and continuity exercises</li><li>Document resolutions in ITSM tools and maintain compliance with SLAs</li><li>Configure and deploy mobile devices, laptops, thin clients, and associated equipment</li><li>Perform asset control tasks and assist with procurement and disposal processes</li></ul><p><br></p>
<p>We are looking for a skilled Desktop Support Analyst to join our team in Farmers Branch, Texas. In this long-term contract role, you will be responsible for managing and maintaining audio-visual (AV) equipment and providing technical support to ensure seamless operation during events, meetings, and presentations. This position is ideal for someone who excels in troubleshooting, planning, and delivering outstanding technical assistance.</p><p><br></p><p><strong>Title: Audio Visual Support </strong></p><p><strong>Location: Farmers Branch </strong></p><p><strong>Pay: $30-35 per hour</strong></p><p><strong>Duration: 6 Month Contract to Hire </strong></p><p><br></p><p>Responsibilities:</p><p>• Manage and document AV-related issues, ensuring proper tracking, escalation, and resolution within the support team.</p><p>• Deliver on-site and remote technical support during events, managing sound, lighting, presentations, and resolving any technical interruptions.</p><p>• Conduct thorough pre-event inspections of AV equipment to verify functionality and avoid disruptions.</p><p>• Plan and prioritize tasks for upcoming events to ensure smooth execution and adherence to deadlines.</p><p>• Assist users with operating AV equipment and provide training on basic functionality and troubleshooting techniques.</p><p>• Diagnose and resolve technical issues with AV systems, often under time-sensitive conditions during live events.</p><p>• Provide remote support to users experiencing AV-related challenges.</p><p>• Perform routine maintenance, troubleshooting, and repairs on AV equipment to optimize performance and extend its lifespan.</p><p>• Install and configure new AV systems, including hardware setup, cable management, and control system programming.</p><p>• Maintain inventory levels of essential AV supplies and equipment, ensuring availability for immediate use.</p>
We are currently seeking an Accounting Manager/Supervisor to join our team in Argyle, Texas. This role involves overseeing the full accounting cycle, handling financial statement preparations, and leading a small team. This position also requires adeptness with various accounting software systems and enterprise resource planning tools.<br><br>Responsibilities:<br><br>• Oversee the complete accounting cycle, ensuring all transactions are recorded accurately and timely<br>• Supervise a team of 1-3, delegating tasks and ensuring smooth workflow<br>• Utilize QuickBooks and other accounting software systems for efficient financial management<br>• Conduct month-end close procedures and prepare financial statements<br>• Handle reconciliation of accounts for multiple sites/entities<br>• Manage accounts payable and accounts receivable functions, ensuring prompt and accurate payment processing<br>• Oversee auditing processes to ensure financial accuracy and compliance<br>• Utilize ERP - Enterprise Resource Planning tools for streamlined business process management<br>• Manage billing functions, ensuring accuracy and timeliness<br>• Use ADP - Financial Services and BlackLine for efficient financial operations<br>• Monitor accounts and take appropriate action when necessary<br>• Implement Concur for streamlined expense management.
We are looking for an experienced Human Resources Director to lead and strategize HR initiatives for a manufacturing organization in Wilmer, Texas. This role requires an individual with a proven track record in HR leadership, team management, and workforce development. As a pivotal member of the leadership team, you will shape employee engagement strategies, foster organizational growth, and drive HR excellence for a workforce of approximately 1,000 employees.<br><br>Responsibilities:<br>• Provide strategic guidance and leadership to an HR team of nine, including five HR specialists and four recruiting professionals.<br>• Collaborate with the General Manager and plant leadership to align HR strategies with overall business objectives.<br>• Develop and implement policies and programs to enhance employee engagement, performance management, and organizational culture.<br>• Oversee compensation, benefits, and workforce planning to ensure competitive and effective talent management.<br>• Lead initiatives to support leadership development, succession planning, and executive coaching.<br>• Drive change management strategies to support organizational growth and transformation.<br>• Ensure compliance with labor laws and regulations while fostering a safe and inclusive workplace environment.<br>• Utilize HR systems and data analytics to optimize HR operations and decision-making processes.<br>• Act as a key advisor to executive leadership, providing insights and recommendations on HR-related matters.
<p>We are in search of a Director of Accounting for our team in Dallas, Texas, 75201, United States. The Director of Accounting will be instrumental in supporting the Reporting and Revenue organization, ensuring compliance with accounting standards, and spearheading transformative projects and process enhancements. </p><p><br></p><p>Responsibilities </p><p><br></p><p>• Oversee and manage a team, fostering a collaborative and efficient work environment</p><p>• Take charge of Financial Reporting and Revenue accounting </p><p>• Prepare and present Financial Statements to high-level executives</p><p>• Collaborate with finance and business operations teams to streamline and improve accounting processes</p><p>• Establish and enforce internal controls and standards</p><p>• Enhance system integrations and process automation for better efficiency</p><p>• Ensure revenue recognition is timely and accurate, in line with ASC 606 standards</p><p>• Contribute to RFP processes</p><p>• Maintain confidentiality and safeguard the organization’s value by keeping information secure</p><p><br></p><p>Skills</p><p><br></p><p>• Proficiency in Auditing, ASC 606, Financial Reporting, and Public Accounting Audit </p><p>• CPA certification preferred </p><p>• Strong Microsoft Excel skills, including knowledge of advanced formulas and functions</p><p>• Excellent verbal and written communication skills</p><p>• Ability to interact productively with multiple stakeholders including clients, employees, and partners</p><p>• Detail-oriented, organized, and a self-starter able to work in a fast-paced environment</p><p><br></p><p>This corporate organization offers a competitive compensation package up to $160K, plus Bonus, and benefits. For more information and consideration, please contact Eric Murray at 682-350-8439 or via Email at [email protected]</p><p><br></p>
<p>Our client, a rapidly growing organization at the forefront of precision medicine and healthcare innovation, is seeking a <strong>Financial Systems Analyst</strong> to lead the implementation and ongoing support of its <strong>Oracle Fusion Financials</strong> applications.</p><p>This is a high-impact role within the Finance IT organization, where you’ll work closely with stakeholders across Finance, Accounting, Supply Chain, and IT to design, enhance, and maintain enterprise financial systems that drive operational efficiency and strategic decision-making.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the <strong>primary support resource</strong> for Oracle Finance Cloud modules: General Ledger, Accounts Payable, Cash Management, Fixed Assets, and Cost Management.</li><li>Provide functional support for <strong>Oracle SCM modules</strong>, including Procurement, Receiving, Quality, Product Information Management, Inventory, Supply Planning, and Manufacturing.</li><li>Design and maintain custom and standard reporting using OTBI, FRS, SmartView, BI Publisher, and SQL.</li><li>Support and enhance <strong>Oracle EPBCS (Enterprise Planning & Budgeting Cloud Service)</strong>, including writing and troubleshooting Calc Scripts.</li><li>Administer system functions such as user access, quarterly patch testing, and environment management in line with change control processes.</li><li>Lead scoping and design sessions, translating business requirements into system configurations and improvements.</li><li>Maintain documentation and training resources for financial systems end-users.</li><li>Collaborate with external consultants and Oracle support to resolve technical issues and optimize system performance.</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Information Technology, or a related field.</li><li>Minimum 4 years of experience implementing and supporting Oracle Fusion Financials.</li><li>Proficiency with FBDI, ADFDI, OTBI reporting, and SmartView.</li><li>2+ years of experience working with Oracle EPBCS/EPM applications.</li><li>Strong understanding of finance and supply chain business processes.</li><li>Ability to troubleshoot technical issues and communicate solutions clearly across teams.</li><li>Self-driven with the ability to manage priorities independently.</li><li>Strong collaboration and customer service mindset.</li></ul><p> <strong>Preferred Qualifications:</strong></p><ul><li>Industry experience in biotechnology, healthcare, or laboratory services.</li><li>Exposure to middleware platforms such as Oracle Integration Cloud (OIC) or Mirth Connect.</li><li>Experience with Oracle Fusion Cloud development and scripting.</li><li>Ability to thrive in a fast-paced, change-driven environment with minimal supervision.</li><li>Strong attention to detail and commitment to delivering high-quality work.</li></ul>
We are looking for a highly skilled Senior Systems Administrator to join our team in Dallas, Texas. This role requires a detail-oriented individual capable of managing and maintaining complex IT infrastructure while supporting critical business applications. The ideal candidate will possess strong technical expertise and a commitment to delivering quality service in a dynamic environment.<br><br>Responsibilities:<br>• Oversee and maintain data center infrastructure supporting legacy platforms and associated applications.<br>• Address IT service requests and incidents promptly while adhering to established processes and service level agreements.<br>• Conduct regular system monitoring, capacity planning, patch management, and implement change control procedures.<br>• Collaborate with global IT teams to support thousands of users across multiple international locations.<br>• Participate in IT projects focused on infrastructure upgrades and optimization strategies.<br>• Handle sensitive and proprietary information with the utmost confidentiality and professionalism.<br>• Ensure reliable operation of Active Directory, Exchange (both on-premises and online), and Office 365 environments.<br>• Manage Azure services, Remote Desktop, Terminal Services, and other cloud-hosted IT solutions.<br>• Provide expertise in networking fundamentals, including WAN, SD-WAN, switches, and LAN configurations.<br>• Stay current with backup technologies and antivirus solutions to safeguard organizational data.
We are looking for a dedicated Quality Engineer to join our manufacturing team in Terrell, Texas. This role involves leading quality assurance efforts, overseeing a team of inspectors, and ensuring compliance with industry standards. If you have a strong background in metal fabrication and thrive in fast-paced environments, we encourage you to apply.<br><br>Responsibilities:<br>• Supervise and provide guidance to a team of three Quality Inspectors, ensuring all processes meet established standards.<br>• Utilize measurement instruments such as calipers and micrometers to perform precise evaluations of materials and components.<br>• Program and operate quality systems to maintain accurate records and streamline inspection processes.<br>• Conduct thorough root cause analyses and implement problem-solving techniques to address quality issues.<br>• Ensure compliance with Quality Assurance Systems, including ISO 9001, AS9100, and equivalent standards.<br>• Interpret and analyze technical engineering drawings, specifications, and documentation, including GD& T.<br>• Perform all duties associated with a Quality Control Technician, ensuring product integrity and reliability.<br>• Collaborate with cross-functional teams to maintain high-quality standards in a fast-paced manufacturing environment.<br>• Drive continuous improvement initiatives to enhance overall quality and operational efficiency.
<p>We are looking for a highly skilled and experienced <strong>Head of Family Office </strong>to lead tax strategy, investment oversight, and financial operations for a substantial family office. This senior role offers a rare blend of autonomy, <strong>flexibility (mostly work-from-home)</strong>, and long-term stability—typically under 40 hours per week. You’ll work directly with financially sophisticated principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous bonus tied to future business exits.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Lead tax planning initiatives, including quarterly estimates and compliance for individuals, trusts, partnerships, and foundations.</p><p>• Coordinate with external accounting firms for tax filings and review complex tax considerations.</p><p>• Implement investment strategies in collaboration with advisors across various asset classes, including private equity, public equities, and treasuries.</p><p>• Manage capital calls, investment schedules, wire transfers, and internal fund movements.</p><p>• Serve as the primary point of contact for investment managers, custodians, and fund administrators.</p><p>• Monitor and evaluate asset performance, fees, and allocations using investment management software.</p><p>• Prepare and reconcile periodic financial and investment reports, ensuring data accuracy across systems.</p><p>• Act as a financial advisor to family members, fostering next-generation engagement and overseeing charitable giving strategies.</p><p>• Ensure all entities comply with financial and legal requirements while maintaining strong collaboration with external advisors.</p><p>• Track and report on cash flow, private equity metrics, and realized/unrealized gains across portfolios.</p>
