Finance Consultant

This temporary finance role provides hands-on support to a family office, including general ledger management, financial reporting, and reconciliations. The position offers the opportunity to streamline processes, work independently in a collaborative environment, and gain exposure to investment-focused operations similar to venture capital and private equity principles.

The client is a well-established, privately held investment-focused organization operating in a small, collaborative environment. They prioritize accuracy, discretion, and process efficiency in their financial operations, offering a dynamic setting where finance professionals can make a tangible impact and work closely with senior leadership.

Description

• Maintain accurate financial records, including bookkeeping, journal entries, and reconciliations.
• Manage the general ledger in QuickBooks Online, ensuring completeness and accuracy.
• Review and reconcile bank and investment account statements, ensuring transactions are appropriately recorded.
• Aggregate accounts and prepare consolidated financial reports utilizing both Excel and system-generated data.
• Create supporting schedules and ensure timely and accurate reporting deliverables.
• Assist in streamlining financial processes and identifying opportunities for efficiency improvements.
• Handle sensitive financial information with the highest degree of confidentiality and professionalism.

Profile

Job Offer

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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