Finance Manager

ABOUT THE ROLE:

A private Family Office, headquartered in Bellevue, Washington is seeking a hands-on Finance & Accounting Manager to manage a growing asset portfolio of real estate and multi-strategy operating investments. This role will play a key part in shaping internal systems, driving financial best practices, and making a long-term impact in a highly trusted environment.

This position will oversee all core accounting and finance functions, including general ledger accounting, financial reporting, and budgeting across multiple entities and operating structures. Additionally, you will coordinate closely with the organization’s outsourced accounting, tax, and estate planning service providers. The ideal candidate brings technical expertise, strategic judgment, and thrives in an entrepreneurial, fast-paced environment with broad exposure to private investments, real estate, and financial operations.

CORE RESPONSIBILITES:

Direct all accounting and finance operations across the family office, real estate holdings, and investment entities.

Lead monthly and quarterly close processes, including journal entries, accruals, intercompany allocations, and consolidated reporting.

Manage financial reporting and budgeting processes, produce consolidated financial reporting, budget analysis, and variance reports for actionable financial insights and decision making to senior leadership.

Deliver quarterly and annual consolidated financials and custom reporting packages to senior leadership, principals and stakeholders.

Oversee and coordinate outsourced vendors for accounting, tax, estate and trust reporting, and accounting compliance.

Analyze and code expenses accurately across entities; ensure cost allocations adhere to agreements and strategic intent.

Develop internal controls, workflows, and reporting frameworks to support scale and growth.

Prepare quarterly financial statements and custom reports for family office principals and stakeholders.

Assist in setting up accounting systems and technology integrations, Establish and improve internal accounting processes, reporting structures, and system integrations.

Collaborate on investment due diligence and integration, particularly for real estate acquisitions and special projects.

Ensure accurate expense classification and alignment with internal agreements and investment strategy.

Monitor cash flow and capital allocations across the real estate and diversified investment assets portfolio.

Participate in and take ownership of ad hoc analysis, special projects, and strategy-aligned initiatives.

More About You: You are passionate finance professional with a blend of technical skill and operational experience and thrive in a high-trust, low-ego environments, where integrity, discretion, and role ownership is critical for success. With a hands-on approach, you leverage your “financial paybook” to drive operational excellence and support strategic decisions. You are confident working solo but collaborative with external advisors and internal stakeholders. You are a strong communicator who can explain complex financial matters simply and clearly, which enables you to build strong internal and external relationships and lead change management. You have excellent judgement and have strong strategic, business and financial acumen. You have a proven track-record of designing and implementing systems and processes to support an organization’s growth strategies. All Company employees are expected to demonstrate a high level of confidentiality, mutual respect, professionalism and a commitment to working in partnership with our key stakeholders (guests, customers, business partners, and co-workers).

QUALIFICATIONS & REQUIREMENTS

Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related field of study; CPA preferred.

At least 5+ years of accounting experience in a single or multi-family office, private wealth management or equivalent investment portfolio management setting.

Proficiency in industry technology and software applications, i.e., QuickBooks and SAP required; Yardi and Bi360 a plus.

Strong grasp of GAAP, real estate-specific accounting (CAM, straight-line rent, overage), and entity consolidation.

Knowledge of accounting principles required with a preference for knowledge of real estate and trust/estate consolidated financial management

Demonstrated ability to manage outsourced vendors and deliver high-quality, timely financial outputs - with attention to detail, high ethical standards, and strong analytical acumen.

COMPETENCIES

The following core competencies are shared by all employees:

Problem Solving: Demonstrates reasoned judgment and discipline, reserving decision making until all information is received.

Personal Credibility: Demonstrated concern that one be perceived as responsible, reliable, and trustworthy; respects the confidentiality of information available do to the nature of the role.

Confidentiality: Understands the sensitivity of access to confidential information and acts appropriately to maintain its confidentiality; releases confidential information only as necessary.

Fostering Teamwork: Interest, skill, and success in getting groups to work together cooperatively; recognizes and encourages the behaviors that contribute to teamwork. Develops, maintain, and strengthens collaborative relationships inside and outside the organization.

Self-starter: Ability to work independently with minimal supervision; identifies what needs to be done and doing it before being asked to or required by the situation. Ensures that work is complete and carefully reviews the accuracy of information in their work.

Communication: Listens actively and expresses self clearly in conversations and interactions with others; expresses self clearly in business writing to effectively reach the audience.

Results Orientation: Prioritizes projects to meet required deadlines. Carefully manages several projects at once, focusing on the desired result of one’s work.

Flexibility: Open to different and new ways of doing things; willing to modify one’s preferred way of doing things.

Adaptability: Adaptable to the changing nature of the business.