HiringCafe
Posted 1mo ago

ASSOCIATE, CFO SERVICES

@ Cresset
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Chicago or Atlanta or Dallas or Denver or Minnetonka or Reston or Scottsdale
$75k-$85k/yrOnsiteFull Time
Responsibilities:maintain bookkeeping, process billing, manage cash
Requirements Summary:Education and/or 3+ years of accounting experience; GL, bill pay, and bookkeeping; strong communication; time mgmt; Excel; ability to work independently and with a team.
Technical Tools Mentioned:Microsoft Office, Excel
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Job Description

About Cresset



Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client’s vision of success. 



  



We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. 



 



Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.



 



Job Description



Cresset is seeking an Associate, CFO Services, who will operate within our CFO Services team.  This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports.  Understanding of operational accounting, cash management, and payroll functions are important to success.  This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.  This position will report directly to the Managing Director, CFO Services. 



 



Key Responsibilities




  • Family entity bookkeeping, which may include individuals, revocable trusts, or other related entities

  • Timely, accurate, and reliable bill pay

  • Cash management services including ensuring sufficient funds to make required payments

  • General ledger maintenance, balance sheet reconciliations, and cost allocations

  • Maintain sources and uses of cash reporting for family members

  • Support financing and financial operations related to residential holdings and acquisitions

  • Interface with clients, and client advisors (investment, tax, other), and others on CFO Services team to ensure excellent communication takes place