Well-established and financially stable family office managing 8 legal entities today with plans to grow to 12 entities
Diverse portfolio including investments, real estate holdings, and stock investments
Direct access to ownership and the ability to influence strategic financial decisions
Opportunity to modernize systems and accounting processes
Collaborative, low-drama, family-oriented culture that values long-term relationships and employee stability
Competitive compensation package blue strong benefits package
YOUR TYPICAL DAY
Lead accounting and financial operations across multiple entities within a growing family office
Prepare and present executive-level financial reports directly to ownership
Drive budgeting, forecasting, and expense management initiatives
Partner with ownership to improve reporting, systems, and operational efficiencies
Play a key role in transitioning the organization from cash basis to accrual accounting
Build scalable accounting infrastructure to support future growth
Serve as a trusted financial advisor helping shape business decisions and long-term strategy
YOU HAVE / BACKGROUND PROFILE / YOUR SKILLS ARE
CPA designation required
Expertise in multi-entity accounting and financial reporting
Experience leading accounting operations within family office, real estate, investment, or closely held business environments
Advanced QuickBooks experience and strong accounting systems knowledge
Experience creating executive-level financial reports and presentations
Strong communication skills with confidence presenting financial information to ownership groups
Bachelor's Degree in Accounting, Finance, or related field
EXTRA CREDIT:
Experience transitioning organizations from cash basis to accrual accounting
Exposure to family office environments
Experience evaluating and implementing accounting system upgrades or migrations
Background in process improvement and building scalable financial infrastructure
For a Confidential Conversation and/or Personal Meeting regarding this outstanding career opportunity please contact:
Dana Laramore | 210.494.1000 | dana@deaconrecruiting.com
Numbers & Facts
Location
New Braunfels, TX
Skills
Accountingunmatched
Accounting Policiesunmatched
Accounting Softwareunmatched
Accrual-Basis Accountingunmatched
Budgetingunmatched
Cash-Basis Accountingunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Expense Managementunmatched
Financeunmatched
Financial Controlunmatched
Financial Operationsunmatched
Financial Planningunmatched
Financial Reportingunmatched
Financial Strategyunmatched
Forecastingunmatched
Intuit Quickbooksunmatched
Leadershipunmatched
Legalunmatched
Operational Strategyunmatched
Presentation/Verbal Skillsunmatched
Process Improvementunmatched
Real Estateunmatched
Scalable System Developmentunmatched
System Migrationunmatched
System Operationsunmatched
Systems Administration/Managementunmatched
Team Playerunmatched
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