Cresset · 19 hours ago
Associate, CFO Services
Bend, OR
Full-time
Hybrid
Entry Level
$70K/yr - $75K/yr
3+ years expCresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth experiences for clients. The Associate, CFO Services will be responsible for bookkeeping, bill payment, and cash management services for high-net-worth individuals and families, while ensuring excellent communication with clients and team members.
Asset ManagementConsultingFinancial ServicesLegalWealth Management
Hiring Manager
Glenn Hecht
Responsibilities
Family entity bookkeeping, which may include individuals, revocable trusts, or other related entities
Timely, accurate, and reliable bill pay for high-net-worth clientele using Bill.com and Quickbooks Online
Cash management services including ensuring sufficient funds to make required payments
General ledger maintenance, balance sheet reconciliations, and cost allocations
Maintain sources and uses of cash reporting for family members
Support financing and financial operations related to residential holdings and acquisitions
Interface with clients, and client advisors (investment, tax, other), and others on CFO Services team to ensure excellent communication takes place
Prepare Excel worksheets containing analysis of client financial data such as broker analysis and construction or investment history spreadsheets
Generate client reports on cash basis using Quickbooks accounting software for monthly/quarterly/annual client deliverables
Perform monthly account and bank reconciliations to ensure accuracy of records
Qualification
Required
Education and/or 3+ years of experience in accounting, or bookkeeping and bill pay activities, with direct experience working within General Ledger systems (e.g. QuickBooks)
Strong written, oral, and interpersonal communication skills
Excellent time management skills including multi-tasking and prioritizing of responsibilities across multiple points of contact in a deadline-driven environment
Exceptional problem-solving capabilities in an entrepreneurial environment
Solid skills and experience using Microsoft Office products, including and most importantly, Excel
Ability to work independently and collaborate as a team
Preferred
Bachelor's Degree or above in Economics, Accounting, Finance, or Business
CPA
Proficient understanding of accounting and tax principles
Benefits
Medical
Dental
Vision
Life insurance
401(k) retirement plan
Health savings accounts
Short and long-term disability insurance
Voluntary critical and accident insurance
Pre-tax parking and transportation programs
Company
Cresset
Cresset is a firm built by clients, for clients, reimagining the way wealth is experienced.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$150MKey Investors
Constellation Wealth Capital
2024-11-27Private Equity· $150M
Leadership Team
Amy Hong
Executive Managing Director, Chief Operating Officer & Chief Compliance Officer
Eric Becker
Founder & Chairman
Recent News
2025-12-02
Company data provided by crunchbase