Director of Accounting
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Job Location:
Winter Park, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Summary
The Director of Accounting is a key member of the executive leadership team and is responsible for overseeing all financial operations including financial planning risk management reporting and compliance. The role also provides strategic input for business development investment analysis and operational addition the DA may provide oversight of HR functions and office administration in partnership with other department leaders. The ideal candidate is a proactive problem-solver and collaborative leader with the ability to shape long-term financial strategy.
Key Responsibilities
Lead financial strategy planning forecasting and long-term budgeting.
Oversee preparation and accuracy of financial statements; ensure compliance with GAAP and regulatory requirements.
Manage budgeting processes cash flow and capital allocation across multiple entities.
Partner with leadership to evaluate investment opportunities real estate projects and risk-management strategies.
Supervise and mentor the accounting team; ensure timely month-end and year-end close processes.
Serve as primary liaison with external auditors tax advisors and financial institutions.
Support HR and benefits strategy compliance and organizational planning.
Deliver financial insights performance reporting and strategic recommendations to leadership.
Detailed Scope of Services & Responsibilities
1. Services Overview
The Director of Accounting will provide specialized support in financial systems integration balance sheet management cash flow oversight valuation reporting banking supervision and executive-level financial consulting. Responsibilities include managing cash flow across trusts entities personal finances and investments while building comprehensive reporting structures. This includes investment tracking marktomarket updates ownership mapping and maintaining accurate personal financial statements.
2. Core Services
Balance Sheet Accounting: Ensure accurate up-to-date financial statements.
Cash Flow Management: Monitor and manage inflows/outflows across all organizational and personal financial structures.
Valuation Reporting: Update and assess asset values including market-based adjustments.
Banking Oversight: Supervise treasury functions account activity and financial transactions.
Consulting: Provide expert financial analysis and strategic guidance to leadership.
3. Primary Responsibilities
Cash Flow Reporting & Management
Track and monitor cash flow for all entities trusts personal financial structures and investments.
Create routine oversight reports and financial review processes.
Comprehensive Financial Reporting
Develop clear accurate reporting for cash flows investments and financial health assessments.
Investment Oversight & Management
Track investment performance including marktomarket valuations and book adjustments.
Maintain ongoing assessments of investment performance and risk.
Ownership Structure & Financial Statements
Map ownership structures and track any changes.
Maintain up-to-date personal financial statements (PFS) including beneficiary structures.
Collaboration
Work closely with internal accounting teams and external partners to ensure financial accuracy and alignment.
Asset Valuation & Investment Analysis
Perform regular asset valuation and monitoring.
Prepare detailed investment reports including performance updates.
Conduct financial and market analysis for new and existing investments.
4. Financial Consulting & Compliance
Lead auditsboth individual investment audits and entity-level audits.
Maintain proper audit trails compliance documentation and financial disclosures.
Collaborate with internal and external teams to ensure accurate reporting and asset management.
5. Team Leadership
Evaluate finance team structure roles and performance.
Establish structured meeting cadences and communication practices.
Provide coaching and support while empowering team members to own their responsibilities.
Lead recruitment efforts when new team members are needed.
6. Team Performance Reporting
Provide summaries of team meetings key outcomes and action items.
Conduct regular performance reviews to highlight achievements and areas for development.
7. Investment Recommendations
Prepare detailed investment analysis reports including market assumptions and profitability expectations.
Provide strategic recommendations based on financial data market trends and risk assessments.
Key Skills
- Crisis Management
- Marketing
- Public Relations
- Fundraising
- Media Relations
- Constant Contact
- Strategic Planning
- Social Media Management
- Team Management
- Public Speaking
- Wordpress
- Writing Skills
