Staff Accountant

About Us

Chicago Loop-based private family office seeks a high energy, well-organized, competent, hard-working, dedicated and ambitious Staff Accountant to join a growing, dynamic growth equity and entrepreneurial team.

This private family office invests opportunistically in all asset classes, including public and private equity, hedge funds, real estate, and direct investments in a variety of industries. It also serves the tax, financial, administrative, and personal interests of the founders and their related entities, which include trusts, limited liability companies, and foundations.

The Staff Accountant position offers a unique opportunity to be an integral member of a small, high-functioning team that values quality service, excellence, and hard work. Responsibilities will include:

• Support the monthly financial close and reporting processes across a diverse portfolio of operating businesses by preparing and reviewing financial statements, journal entries, reconciliations, and supporting schedules.
• Maintain accuracy and timeliness while managing multiple entity-level workflows.
• Collaborate with internal teams to synthesize financial information provided by affiliated operating companies. Candidates with experience in property or development accounting are well-suited, as this role requires the ability to understand nuanced reporting and adapt quickly to shifting priorities.
• Proficiently operate core accounting functions such as accounts payable, accounts receivable, and general ledger maintenance, with a strong focus on process accuracy, cross-functional coordination, and adherence to closing timelines.
• Operate effectively in fast-paced environments where priorities evolve rapidly, requiring strong time management, flexibility, and an ability to juggle recurring responsibilities with urgent, one-off requests from senior leadership.
• Utilize ERP/accounting systems (ideally Oracle Net Suite) to manage financial data, post transactions, and streamline workflows.

Knowledge, Abilities, and Qualifications

• Bachelor’s degree required.
• Licensed Certified Public Accountant preferred.
• Minimum 2 to 3 years of experience in accounting, reporting, and client service.
• Experience with partnership, trust, and investment accounting a plus.
• A commitment to quality service, excellence, and hard work is essential.
• Strong Microsoft Excel skills (i.e., advanced lookups, pivot tables, etc.);
  Macros/VBA knowledge a plus.
• Experience with Addepar Wealth Management Platform a plus.
• Experience with Oracle Net Suite Accounting ERP a plus.
• Experience with ERP implementation, system improvements, and/or accounting automation tools is a plus.
• Solid problem-solving skills and solution-focused perspective.

• High level of ownership; holds self and others accountable for results.
• Tremendous work ethic; ambitious and hard-working; goes the extra mile.
• Strong attention to detail and accuracy.
• Proactive, anticipates and acts before the need arises.
• Highly organized with the ability to multi-task.
• Ability to communicate clearly and professionally across accounting, operations, and leadership teams, and bring a growth mindset – eager to learn, expand skills across sectors, and contribute to evolving business needs.
• Strong sense of urgency, sensitive to adhering to deadlines.
• Demonstrate strong analytical thinking and problem-solving skills, with a solid understanding of financial reporting concepts such as budgeting, variance analysis, balance sheets, and income statements.
• Motivated self-starter and independent thinker; continuous learner, eager to know more and willing to share knowledge with others.
• Excellent planning and time management skills and resourcefulness with flexibility to adapt to new and unanticipated challenges and contingencies.
• Able to balance and accommodate shifting priorities in schedules, demands and requirements.
• Reliable, high integrity, trustworthy and discrete above reproach, specifically as relates to confidential and proprietary business and family information.
• Strives to identify efficiencies and incorporate new and effective ways to achieve better results.
• Excited…