Demo

Financial Reporting Director

Deacon Recruiting
San Antonio, TX Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/28/2025

Job Description

Director of Reporting-Family Office

Location : San Antonio, TX

THIS COMPANY OFFERS...

  • One of San Antonio's most highly regarded family offices
  • Impressive leadership team that drives a culture based on values and excellence
  • Commitment to modernization, innovation & efficiency
  • Competitive compensation & benefits package
  • Newly created role due to consistent growth

PROJECTS AND RESPONSIBILITIES...

  • Reports to President in charge of accounting, reporting, treasury functions for multiple investments
  • Prepare and present financials to family members
  • Ensure compliance
  • YOU HAVE...

  • 7 years of family office or investment firm experience
  • CPA, CFA or CFP highly desired
  • Desire to roll up sleeves and create processes while working closely with high-net-worth family members
  • High aptitude, servant communication style
  • High attention to detail
  • Ability to work in a growing, fast-paced environment
  • We are eager to hear how YOU or someone YOU KNOW would be a good fit for this position!

    For a Confidential Conversation and / or Personal Meeting regarding this outstanding career opportunity please contact :

    Dana Laramore, CPC | 210.807.5615 | dlaramore@deaconrecruiting.com

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