Senior Specialist | Private Finance & Accounting

Description High-trust role supporting ownership-level financial activity across personal and business entities This role supports the financial activities of our Owner/CEO, Jeff Swickard, across both personal and designated business matters.

You will be responsible for:

Accurate execution of accounting processes Organized, audit-ready financial records Day-to-day cash flow support This is a high-trust position requiring discretion, accountability, and sound judgment when handling sensitive financial information. Why This Role Direct exposure to ownership-level financial activity Work across both personal and business financial environments Opportunity to support process improvements and system enhancements Role operates with a high degree of autonomy and responsibility What You'll Do Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation Maintain and reconcile bank accounts, credit cards, and investment-related accounts Assist in the preparation of monthly, quarterly, and annual financial reports summarizing income, expenses, and cash flow Support cash flow tracking and facilitate timely transfers and funding between accounts as directed Execute bill payment processes, including tracking due dates, preparing payments, and coordinating approvals Maintain organized, accurate, and audit-ready financial records and documentation Support budgeting and forecasting activities by tracking actuals and identifying variances Partner with both internal and external stakeholders by providing requested documentation and information Identify and support opportunities to improve financial processes through standardization, automation, and system enhancements Utilize financial systems and tools to improve accuracy and efficiency in reporting and workflows Assist with financial coordination related to purchases, investments, or asset management activities Provide ad hoc financial reporting and analysis as requested Coordinate with dealership accounting teams, as needed, to ensure alignment of shared financial data Handle sensitive financial information with a high degree of confidentiality and professionalism Other duties as assigned. Qualifications Bachelor's degree in Accounting, Finance, or related field (or equivalent experience) 3 years of experience in accounting, finance, or similar role Experience supporting complex or multi-entity financial environments (preferred) Solid understanding of accounting principles and financial reporting fundamentals High level of discretion and ability to manage confidential information Strong personal accountability and integrity Ability to operate effectively in a high-trust, low-supervision environment Strong attention to detail and organizational skills Proficiency in Excel and financial systems (QuickBooks, ERP systems, CDK, Reynolds & Reynolds) Strong analytical and problem-solving skills Effective communication skills with internal and external stakeholders Interest in process improvement and automation Ability to pass a background and financial credit check Benefits of Working at Swickard Career Path - Swickard isn't just a job. You'll learn and grow into different roles and be able to take on new leadership responsibilities. Ongoing training and support Opportunities for continued personal and professional growth We are an Equal Opportunity Employer and value diversity and inclusion at our company Competitive benefits package

Insurance:

medical, dental, vision, life and pet insurance Optional disability coverage 401(k) plan (no company match) Paid Time Off & Paid Holidays About Us We were founded in 2014 by Jeff Swickard in Wilsonville, Oregon. We're a hospitality company that happens to sell cars, parts, and service. We are a team. Everyone plays a role in our success.

Our goal is simple:

to be our customers' favorite place to purchase, lease, or service their vehicle—and your favorite place to work. Swickard has positioned itself as a leader in highline brands such as Mercedes-Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more. We are consistently ranked as one of the fastest growing dealership groups in the United States by Automotive News.