A privately held investment and operating company is seeking a Senior Accountant to join its lean, collaborative finance team. This position offers exposure to investment entities, private company accounting, cash management, financial reporting, and executive-level decision support.

The role is ideal for an accounting professional who enjoys variety, takes ownership of their work, and wants broad exposure across multiple entities rather than being confined to a narrow accounting function.

This opportunity is particularly attractive for candidates with experience in family office accounting, fund accounting, private equity, investment management, or multi-entity accounting environments.

Why This Opportunity Stands OutExposure to multiple entities and diverse business interestsBroad accounting responsibilities with significant visibility to leadershipOpportunity to work closely with ownership and senior managementVariety of work spanning accounting, financial reporting, cash management, and special projectsStable environment with a small, team-oriented cultureOpportunity to develop expertise across investment, operating, and private-company accountingKey ResponsibilitiesFinancial Reporting & AccountingPrepare and maintain financial statements for multiple entitiesPerform month-end, quarter-end, and year-end close activitiesPrepare journal entries, account reconciliations, and variance analysesMaintain general ledger integrity and ensure compliance with GAAPSupport budgeting, forecasting, cash management, and investment reportingAnalyze financial trends, operating results, and key business metricsAssist with quarterly and annual reporting requirementsSupport tax workpaper preparation and coordination with external advisorsMulti-Entity & Investment AccountingMaintain accounting records for various operating and investment entitiesMonitor cash balances and support treasury activitiesPrepare reports and analyses for ownership and managementAssist with special projects, acquisitions, investments, and ad hoc financial analysisAdministrative & Corporate SupportCoordinate with outside professionals including attorneys, tax advisors, payroll providers, and financial institutionsSupport entity administration and maintenance of corporate recordsAssist with recurring documentation and compliance requirementsMaintain confidentiality of sensitive financial and business informationIdeal CandidateThis role is particularly well suited for:

Senior Accountants seeking broader responsibilityFamily office accountantsFund accountants looking for operational exposurePublic accountants interested in moving into industryProfessionals who enjoy working directly with leadership in a smaller, entrepreneurial environmentHow to ApplyApply directly to Jim Meade at Robert Half for confidential consideration. Qualified candidates will be contacted to discuss the opportunity and next steps.