Family Office Controller
Website Jefferies Financial Group
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm
RESPONSIBILITIES:
- React quickly and thoroughly to requests
- Pay bills and track payments receipts
- Create standardized and customized financial reporting, including balance sheet, income statement, and cashflow
- Provide aggregated statements and asset allocation, performance, and performance attribution from reporting systems
- Lead creation of comprehensive, fully integrated 360 wealth report annually and as needed (leveraging existing template)
- Provide reporting as requested by the Client for legal, tax, and other professional services advisors
- Complete documents for Alts, bank, credit, and investment accounts and ensure funding as appropriate
- Provide cash availability and manage open credit lines to ensure financial flexibility to meet capital calls and other commitments
- Maintain real-time list and schedule of deliverables and manage workflow according to priorities
- Evening and weekend work required
To apply for this job please visit hdid.fa.us2.oraclecloud.com.
