Family Office Finance & Executive Coordinator

Job Title:

Family Office Finance & Executive Coordinator Employment Type:

Full-Time Classification:

Exempt Reports To:

Chief Financial Officer (CFO)

Location :

Orlando, Florida Revision Date:

May 2026 Why Regal? For over five decades, Regal Boats has been a beacon of excellence in the boating industry. As a family-owned and operated company since 1969, we take immense pride in our tradition of craftsmanship and quality. With a dedicated team of 600+ skilled members, we have continued to innovate and build stunning 20-50 foot boats that embody the essence of luxury and performance. What sets Regal Boats apart is our status as a privately owned company, allowing us to stay true to our values and focus on our team members. We believe in the power of nurturing our team, fostering a culture of growth, and offering advancement opportunities. At Regal Boats, your passion for boating and dedication will be rewarded with a fulfilling and dynamic career journey.

Our Purpose:

Honor God & Enrich Lives.

Our Mission:

With God's help, we will develop an exceptional team dedicated to enriching lives and providing an awesome boating experience.

JOB DESCRIPTION

Summary Regal Boats is seeking a highly trusted, detail-oriented, and proactive Family Office Finance & Executive Coordinator to support our CFO and executive leadership. This role blends hands-on financial operations across multiple entities within the RMI Holdings family office (non-Regal operating entities) with high-level executive coordination. Key Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Financial Operations Financial responsibilities are focused on RMI Holdings family office entities (e.g., real estate, investments, and other non-Regal operations), not Regal Boats' core manufacturing operations. Own the full-cycle bookkeeping, including journal entries, reconciliations, and month-end close Maintain accurate financial records across multiple entities Track intercompany transactions and ensure proper documentation Prepare financial data and reports to support leadership decision-making Assist with budgeting, expense tracking, and financial organization Understand and maintain clarity of financial flow across entities (not just transaction entry) Own the full-cycle bookkeeping, including journal entries, reconciliations, and month-end close Maintain accurate financial records across multiple entities Track intercompany transactions and ensure proper documentation Prepare financial data and reports to support leadership decision-making Assist with budgeting, expense tracking, and financial organization Understand and maintain clarity of financial flow across entities (not just transaction entry) 2. Data & Systems Management Maintain and organize financial systems (e.g., QuickBooks, Excel) Ensure accuracy, consistency, and accessibility of financial data Support reporting processes by preparing clean, structured data sets Maintain and organize financial systems (e.g., QuickBooks, Excel) Ensure accuracy, consistency, and accessibility of financial data Support reporting processes by preparing clean, structured data sets 3. Family Office & Shareholder Support Assist with the preparation of financial reports and materials for ownership Support communication and coordination with family stakeholders Maintain confidentiality and professionalism in all interactions Assist with the preparation of financial reports and materials for ownership Support communication and coordination with family stakeholders Maintain confidentiality and professionalism in all interactions 4. Executive Support Coordinate calendars, meetings, and priorities for the CFO and President Assist with the execution of key initiatives and strategic priorities Anticipate executive needs, bring structure to priorities, and ensure consistent follow-through on action items Coordinate calendars, meetings, and priorities for the CFO and President Assist with the execution of key initiatives and strategic priorities Anticipate executive needs, bring structure to priorities, and ensure consistent follow-through on action items 5. Philanthropic & Foundation Support Support financial tracking and reporting for charitable initiatives (e.g., Regal Foundation) Assist with stewardship and organization of giving activities Support financial tracking and reporting for charitable initiatives (e.g., Regal Foundation) Assist with stewardship and organization of giving activities Required Qualifications 5+ years of experience in bookkeeping, accounting, or financial operations Experience supporting executives or business leaders Strong proficiency in Microsoft Excel and QuickBooks or similar accounting software High attention to detail with strong organizational skills Ability to handle sensitive information with discretion and integrity Ability to operate effectively in a fast-paced, agile environment with changing priorities Preferred Qualifications 7-10+ years of relevant experience in financial operations or family office environments Experience managing finances across multiple entities Background in small business, family office, or entrepreneurial environments Associate's or Bachelor's degree in Accounting, Finance, or related field Strengths aligned with high ownership and organization (e.g., responsibility, discipline, analytical thinking, and ability to coordinate multiple priorities Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be sitting at a desk and working on a computer for prolonged periods of time. Must be able to access and navigate all areas in the facility and access all machinery. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. EEO Statement Regal Marine Industries, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Regal Marine Industries, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Regal Marine Industries, Inc. expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Regal Marine Industries, Inc.'s employees to perform their job duties may result in discipline up to and including discharge. This job offer is contingent upon passing a mandatory pre-employment drug test and the receipt of background results that are in compliance with the current company policy. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.