JSM Living Looking for Family Finance Manager at Champaign, IL Full Time

JSM Living and our affiliated companies are market leaders in real estate development and property management with a half-century track record of success. We are currently looking for an experienced Family Finance Manager who shares our values of family, client focus, dependability, respect, and integrity.

What you’ll do

Reporting to the Chief Financial Officer and working directly with company Principals, the Family Finance Manager is the primary point of contact for Principals and family members regarding personal financial matters. The essential functions for this position are outlined below:

• Management of personal bank accounts and credit cards including day-to-day personal finance support
• Responsible for full-cycle Accounts Payable for the Family Office and processing bill payments, bank deposits, wire transfers, and invoices
• Preparation and review of bank and credit card reconciliations, monthly cash flow reports, and financial statements
• Reconcile and process monthly reimbursements
• Manage cash flow forecasting for Principals’ real estate portfolios, charitable contributions, and personal finances
• Partner with Principals and attorneys to review and update corporate structures and some estate planning
• Maintain QuickBooks ledgers and client records
• Manage asset acquisitions and dispositions, closings, and new account setup
• Preparation of annual personal financial statements and global debt service coverage statements
• Prepare and review reports summarizing real estate portfolio performance ensuring activity is recorded as applicable
• Assist with the preparation of complex individual tax returns and related partnership and corporate returns
• Provide daily service to Principals and their assistants, family, attorneys, and agents
• Manage payments for Principals’ household employees
• Perform ad-hoc financial analysis, personal budget, and cash flow projections as needed

What you’ll bring

• Bachelor’s degree in business, finance/accounting, or another relevant field – CFP, CWS, CPA, and/or MBA a plus
• Minimum of 3-5 years of experience working with HNW clients, 5+ years preferred
• Private banking, wealth management, trust, commercial banking, and/or fiduciary experience strongly preferred
• Strong understanding of accounting principles and financial analysis with knowledge of variances between GAAP and tax basis financial statements
• Previous experience with financial reporting, statement preparation, and budgeting/forecasting
• Proficiency with QuickBooks and Microsoft Office
• Commitment to the highest standards in integrity and ethics
• Excellent written and verbal communication skills with the ability to tailor communication to multi-generational audiences
• Highly motivated with strong project management skills and the ability to prioritize tasks, meet deadlines, and manage multiple responsibilities simultaneously
• Must either reside in or near the Champaign-Urbana area or be willing to relocate for the opportunity

Perks and Benefits

Salary will be based on prior experience and will include the following benefits:

• Paid vacation, sick, and holidays
• Paid day off for your birthday
• 401(k) with company match
• Health, dental, vision, and life insurance
• Paid weekly!
• Remote-hybrid (1 day remote; 4 days on-site in Champaign office)