Accounting, Administrative Skills, Analysis Skills, Billing, Communication Skills, Construction, Detail Oriented, Documentation, Expense Tracking, Finance, Financial Reporting, Financial Services, Financial Statements, High Net Worth, Insurance, Intuit Quickbooks, Investment Accounting, Investment Services, Legal, Microsoft Excel, Microsoft Word, Organizational Skills, Privacy Controls, Problem Solving Skills, Record Keeping, Time Management
The Family Office of a high-net-worth Family and their multiple business ventures and family trusts (“Trusts”) located in Bozeman, Montana is seeking a Senior Accountant. The Senior Accountant is responsible for providing accounting services, preparing financial statements and performing various administrative and financial services for a high net worth individual with multiple business ventures and family trusts (“Trusts”). This position serves as a trusted financial partner and will provide support and assistance to investment, legal and tax advisors of the Family and Trusts. The ideal candidate is willing to work diligently, has relevant work experience, strong understanding of accounting, is discreet, and highly organized, with experience in accounting and financial reporting, providing administrative services and support for various entity types. The position requires maintaining a personal presence and residence in Bozeman, Montana.
Qualifications:
- Bachelor’s degree in Accounting, Business, Finance, or related field required.
- 5+ years progressive responsibility in the accounting field, including providing multiple accounting services, preparing financial statements, and performing various administrative and financial services.
- History of processing, reviewing and paying invoices and various expenditures accurately and on time.
- Experience and solid understanding of Quick Books, Excel, Word.
- Experience with providing support and assistance to investment, legal and tax advisors preferred.
- Exceptional discretion and trustworthiness: The role requires handling highly confidential financial and personal information with the utmost privacy.
- Needs to be a “Hands-on” accountant who is a problem solver, detail-oriented and focused on practical solutions to issues.
- Proven ability to work in a fast-paced, confidential environment
- Superior analytical and problem-solving skills with demonstrated ability to provide creative solutions to real-time challenges.
- Excellent communication skills, with ability to interact well with colleagues, family members, and others
- High integrity, professionalism, and discretion are essential.
Responsibilities:
- Provide daily and monthly accounting and financial reporting services for multiple business ventures and family trusts.
- Process all bills and other common expenditures and ensure that all are paid accurately and on time.
- Prepare business financial statements and consolidating various entities.
- Maintain accurate reporting of assets, liabilities.
- Trust administration coordination: Provide information and assist lawyers, accountants, and investment advisors with various tasks.
- If appropriate, draft documents for the various entities and their affiliated companies, including maintaining corporate records for these entities.
- Coordinate with tax and investment advisors
- Maintain family member records (e.g., insurance records, family entity organization documents, minutes and other business documents, other critical documents)
- Family document preparation or review such as leases, employment documents for household employees, major contracts for purchases of homes, planes, home renovations/construction, third-party financing, event contracts and similar
- Maintain accurate documentation for Trust accounts, various entities, and gifting strategies.
- Maintain a high level of privacy and security in all financial matters.
EOE, E-Verify Employer
B
Barnard Construction Company
Barnard is different from other construction companies in many ways, some small and some substantial. Like all construction companies, we strive to deliver quality, on time, under-budget projects that include terrific environmental stewardship and community relations. We are different in the way we execute our work and achieve these goals.
For starters, we are organized around one Home Office and we rely on our people as our greatest asset and resource in all aspects of our business. We started small, first one man, then one team, and we found we liked the team approach to construction. Consequently, we don’t have satellite offices or regional headquarters that compete for business or spread our resources thin. We have the Home Office based in beautiful Bozeman, Montana, where the business began. This means that if someone on a project in British Columbia has a question, he or she calls the same number that someone in upstate New York calls for an answer. Field staff can be sure that they reach the people they need for support, assistance or some well-deserved kudos. If a question requires more than one person’s answer, we can walk down the hallway, hold an impromptu meeting and work out a solution or answer without the effort becoming a scheduling event. This efficient communication and access to management is key to Barnard’s people and to our culture. In fact, our entire Executive Management meets monthly with our Department Heads to connect and keep everyone involved in the big picture as well as the individual projects and bids that we have in the works.
We also stand out among our competitors in our practice of pairing a Field Supervisor with a Project Engineer to form a “team” that is strong in office and field skills. This eliminates the problem of not knowing who to ask for a material order or not understanding if the schedule is being met. It creates a culture of accountability. Our Superintendents and Project Managers are paired as well. This splits responsibilities while also having a peer with whom to consider options and problem-solve.
As a job winds down, key project staff members are cycled back to the Home Office to estimate upcoming work. When the work is awarded, that bid team mobilizes to the project and performs the work. The knowledge that is gained from being involved in a project from the estimate to project completion is invaluable.
We believe that the more we empower our people, the better off we’ll be. After all, we are People building for People.
100 to 499 employees
Construction - Industrial Facilities and Infrastructure
http://www.barnard-inc.com/