Senior Accounting Specialist | Private Finance & Accounting

Description

Portland, OR | Executive Accounting & Finance Support | Senior Private Finance | Multi-Entity Accounting | Executive Financial Partner | High-Net-Worth Accounting

High-trust role supporting ownership-level financial activity across personal and business entities

This role supports the financial activities of our Owner/CEO, Jeff Swickard, across both personal and designated business matters. This role requires discretion, accountability, and sound judgment when handling sensitive financial information. You will be responsible for:

• Accurate execution of accounting processes
• Organized, audit-ready financial records
• Day-to-day cash flow support

• Direct exposure to ownership-level financial activity
• Work across both personal and business financial environments
• Opportunity to support process improvements and system enhancements
• Role operates with a high degree of autonomy and responsibility

• Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping
• Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation
• Maintain and reconcile bank accounts, credit cards, and investment-related accounts
• Assist in the preparation of monthly, quarterly, and annual financial reports summarizing income, expenses, and cash flow
• Support cash flow tracking and facilitate timely transfers and funding between accounts as directed
• Execute bill payment processes, including tracking due dates, preparing payments, and coordinating approvals
• Maintain organized, accurate, and audit-ready financial records and documentation
• Support budgeting and forecasting activities by tracking actuals and identifying variances
• Partner with both internal and external stakeholders by providing requested documentation and information
• Identify and support opportunities to improve financial processes through standardization, automation, and system enhancements
• Utilize financial systems and tools to improve accuracy and efficiency in reporting and workflows
• Assist with financial coordination related to purchases, investments, or asset management activities
• Provide ad hoc financial reporting and analysis as requested
• Coordinate with dealership accounting teams, as needed, to ensure alignment of shared financial data
• Handle sensitive financial information with a high degree of confidentiality and professionalism
• Other duties as assigned.

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 3 years of experience in accounting, finance, or similar role
• Experience supporting complex or multi-entity financial environments (preferred)
• Solid understanding of accounting principles and financial reporting fundamentals
  
  High level of discretion and ability to manage confidential information
• Strong personal accountability and integrity
• Ability to operate effectively in a high-trust, low-supervision environment
• Strong attention